24d ago
Rotterdam Vessel Drop: Bearish freight
Rotterdam shows Vessel count 123 is 2σ below same-hour baseline (avg 158). This typically leads freight markets by 5-10 days, supporting a bearish read on ZIM (currently $27.01, -4.8% 5d). Note: the asset has already moved in this direction over the past week, so part of the move may be priced in.
Triggered By
Vessel count 123 is 2σ below same-hour baseline (avg 158)
Trade Idea
Short ZIM (currently $27.01, -4.8% 5d) while vessel count holds below 123 into the next poll; target a 1-2 weeks hold as port data typically leads freight by ~5-10 days.
Any prices referenced are as of the signal time (24d ago) — check the live tape before acting.
Entry
Vessel count holds below 123 into the next poll
Invalidation
vesselCount reverts toward baseline (158) within 48h, or ZIM rises above $27.82
Horizon
1-2 weeks
Affected Assets
ZIM
—
SBLK
—
BOAT
—
SEA
—
⚠ Much of the move may already be priced in. A broad risk-off move or an energy-policy shift could override this port-level signal.
Systematic signal · rule-based engine
Port Activity at Signal Time
14-day historyVessels
208
Anchored
4
Congestion
31/100
Shaded band = rolling 7-day avg ± 1σ · breaks outside band = anomaly territory
Permanent link to this signal
/signals/NLRTM/2026-09-02T09:03:03.193ZGet the next signal in your inbox
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