Weekly Ocean Freight Market Letter

Gulf of America & Caribbean Basin — Market Update

Issue No. 02 Week of June 26, 2026 Commercial & Market Intelligence Desk
For our customers & partners · Market intelligence only

Dear Customers and Partners,

We are pleased to share our weekly market intelligence update covering ocean freight conditions in the Gulf of America (formerly Gulf of Mexico), the Caribbean Basin, and the regional trade lanes most relevant to your operations. This edition expands our break-bulk coverage across U.S. and Mexican origins and includes a focused note on the Venezuela corridor.

1 Global Ocean Freight Snapshot

The global container market is in active peak-season mode. Carriers held June General Rate Increases (GRIs) and Peak Season Surcharges (PSS) firm, and rates climbed sharply again this week. Approximate levels below, per published Freightos market commentary (week of June 24, 2026):

Trade LaneCurrent RateWeekly ChangeDirection
Asia → US West Coast~$5,700/FEU+19%↑ Surging
Asia → US East Coast~$7,400/FEU+13%↑ Surging
Asia → N. Europe~$4,700/FEU+13%↑ Rising
Asia → Mediterranean~$6,300/FEU+16%↑ Rising

Macro drivers. Bunker costs have eased — down ~12% since early June and ~25% from March highs — but remain roughly 40% above February levels. A US–Iran memorandum is gradually reopening the Strait of Hormuz, beginning with feeder services; full normalization may take months. Carriers have announced further July increases, some targeting Asia–Europe rates up to $3,000/FEU higher. As capacity is redirected to these high-demand corridors, secondary lanes — including the Gulf of America and Caribbean trades — are tightening as vessels are redeployed.

2 Gulf of America & Caribbean Basin — FCL Container Rates

Firm-to-tightening conditions as we move deeper into summer peak. Port Everglades (Fort Lauderdale) — the #1 US port for Caribbean trade, processing 1.16M+ TEUs in FY2025 — remains the primary gateway. Kingston (KCT), the region's main transshipment hub, continues to normalize after the 2024–25 congestion.

Indicative FCL ocean freight — South Florida to Caribbean (week of June 26, 2026):

DestinationMain Port20ft (TEU)40ft (FEU)Transit
BahamasNassau / Freeport$1,050–1,900$1,700–2,8002–4 days
Dominican RepublicRio Haina$1,400–2,350$2,000–3,4504–6 days
HaitiPort-au-Prince$1,600–2,550$2,250–3,6504–7 days
JamaicaKingston$1,600–2,600$2,350–3,9005–8 days
Trinidad & TobagoPort of Spain$2,100–3,400$2,950–4,7009–14 days
ColombiaCartagena / B'quilla$1,850–2,900$2,500–4,1507–12 days
PanamaColón / Balboa$1,550–2,450$2,200–3,4505–8 days

Indicative port-to-port ocean freight only. BAF, THC, documentation and surcharges additional.

3 Break-Bulk & LCL Rates by Origin

Break-bulk and LCL cargo is quoted per Revenue Ton (RT) on a W/M basis — the higher of 1 metric ton (1,000 kg) or 1 cubic meter (CBM). Rates below are indicative ranges for general break-bulk and LCL; project, heavy-lift and out-of-gauge cargo are quoted separately. Venezuela attracts the region's highest risk premium.

From U.S. Gulf — Houston, TX
DestinationPer Revenue Ton (RT)TransitNotes
Venezuela (Pto Cabello / La Guaira)$135–21010–16 daysIncl. risk surcharge · OFAC clearance required
Dominican Republic (Rio Haina)$70–1306–9 days
Colombia (Cartagena / B'quilla)$85–1507–11 days
Panama (Colón)$80–1406–9 days
From South Florida — Miami / Port Everglades
DestinationPer Revenue Ton (RT)TransitNotes
Venezuela (Pto Cabello / La Guaira)$130–2008–14 daysIncl. risk surcharge · OFAC clearance required
Dominican Republic (Rio Haina)$55–1104–7 daysShortest Caribbean transit
Colombia (Cartagena / B'quilla)$80–1407–12 days
Panama (Colón)$75–1355–8 days
From U.S. North East — NY / NJ area
DestinationPer Revenue Ton (RT)TransitNotes
Venezuela (Pto Cabello / La Guaira)$150–23012–18 daysIncl. risk surcharge · OFAC clearance required
Dominican Republic (Rio Haina)$80–1456–9 days
Colombia (Cartagena / B'quilla)$95–1659–13 days
Panama (Colón)$90–1558–11 days
From Mexico — Altamira
DestinationPer Revenue Ton (RT)TransitNotes
Venezuela (Pto Cabello / La Guaira)$120–1959–15 daysIncl. risk surcharge · OFAC clearance required
Dominican Republic (Rio Haina)$75–1356–9 days
Colombia (Cartagena / B'quilla)$85–1507–11 days
Panama (Colón)$80–1456–10 days
From Mexico — Veracruz
DestinationPer Revenue Ton (RT)TransitNotes
Venezuela (Pto Cabello / La Guaira)$125–2009–15 daysIncl. risk surcharge · OFAC clearance required
Dominican Republic (Rio Haina)$78–1386–9 days
Colombia (Cartagena / B'quilla)$88–1527–11 days
Panama (Colón)$82–1486–10 days

Indicative break-bulk / LCL ranges per revenue ton (W/M). Actual rates depend on commodity, volume, stowage, packaging and port conditions. Project and heavy-lift cargo quoted separately. Contact us for a firm quotation.

4 Route Focus: Venezuela — Puerto Cabello & La Guaira

Our specialty lane. Puerto Cabello (Carabobo) and La Guaira (serving Caracas) are Venezuela's two principal commercial ports, handling containers, break-bulk and project cargo. Indicative container freight from the U.S. Gulf (June 2026):

ServiceEstimated RateNotes
20ft Container (TEU)$2,300–3,700Peak premium + Venezuela risk surcharge
40ft Container (FEU)$3,300–5,300Subject to OFAC clearance before booking
Break-Bulk / LCL (per RT)$130–210Reflects sanctions environment, limited carriers
Transit Time10–18 daysOften via transshipment (Curaçao / Kingston)
U.S. Sanctions & Compliance — Venezuela

Commercial shipping from the U.S. to Venezuela is subject to active U.S. Treasury OFAC sanctions. While cargo is not categorically prohibited, it requires strict compliance: (1) full SDN screening of all parties; (2) no shipments to government-owned or controlled entities without a specific OFAC license; (3) restricted USD payment channels; and (4) complete booking details at time of request — no blind bookings. All Venezuela cargo is subject to independent OFAC compliance review and carrier pre-approval before any booking is confirmed. Stella Line strongly recommends that customers obtain independent legal and sanctions-compliance counsel before proceeding, and does not itself provide legal or sanctions-compliance advice.

5 Outlook & Commercial Recommendations

Book early — peak-season pressure is real. Capacity is tight and rates are rising on multiple lanes. Secure July/August space and rates as early as possible; waiting for spot rates to drop is a high-risk strategy now.

Lock in rates where possible. For recurring Caribbean cargo, consider a short-term (30–90 day) contract rate. Spot rates are volatile and likely to keep rising through Q3 2026.

Budget conservatively for fuel. A gradual Strait of Hormuz reopening may ease bunker costs eventually, but not soon — do not assume surcharges drop in Q3.

Venezuela — prepare compliance first. OFAC screening and carrier pre-approval must be complete before any booking. Allow 3–5 business days lead time for compliance processing; do not commit to customers before confirming carrier acceptance.

Project & break-bulk windows. For oversized or heavy-lift cargo, June–early July may still offer reasonable rates on smaller-vessel feeder trades before peak fully materializes. Contact us to discuss vessel options.

Stella Line remains available to assist with cargo brokerage, vessel chartering, freight quotations and market consulting for the Gulf of America, Caribbean, Mexico, Central America and northern South America trades.

Warm regards,
Stella Line LLC — Commercial & Market Intelligence Desk
contact@stella-line.com

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