In the second quarter of this year, thanks to the increase in +36.0% of the average value of freight rates that was found in the period equal to 552 baht/teu, the revenues of the Thai Regional Container Lines (RCL) rose to 10.3 billion baht (310 million baht) dollars), with an increase of +10.4% on the second quarter of 2015, 2025, of which 10.1 billion baht (+12.5%) generated by containerized sea transport operated by the company. Read More the increase in operating costs was accentuated, which stood at 8.1 billion baht (+14.8%). Operating profit amounted to 2.2 billion (-3.4%) and net profit at less than 2.0 billion baht (-1,1%).

RCL specified that the increase in freight rates that occurred in April-June quarter of this year is directly linked to the consequences of the Middle East crisis, with the conflict that broke out at the end of February which led to the blocking of transit through the Strait of Hormuz causing strong disruptions in trade flows and, in particular, a reduction of available maritime transport capacity in the area. According to RCL, the combination of lower hold supply and still sustained demand has exerted strong pressure on the increase in freight rates, an impact that the company believes could continue in the medium term until the conflict is solved. The Thai company specified that, however, The effect on freight rates was offset by a contraction in volumes transported, which in the second quarter of this year were decreased by -13.8% compared to the previous quarter due to the operational difficulties on the Persian Gulf and Persian Gulf routes. postponement of certain shipments by customers.

In addition, RCL specified that the Middle East crisis is not was the only element of uncertainty for the transport sector containerized maritime transport. Added to this was The impact of expectations for the new round of tariffs on US imports, with uncertainty about the timing and scope of the new tariffs that has led several customers to anticipate shipments before the entry into force of the duties. This phenomenon - the company observed - has led to a anticipation of the traditional peak season and contributed to the growth during the month of June Shanghai Containerized Freight Index, the index that measures the trend of spot container freight rates departing from Shanghai. RCL also highlighted the impact of the weakening macroeconomic framework, with the International Monetary Fund International which has revised downwards its growth forecast of world GDP for 2026, bringing it to +3% also in consideration of the effects of the Middle East conflict and the high energy prices.

In the first six months of 2026, the revenues of Regional Container Lines totaled 18.9 billion baht, a value similar to that of the first half of last year, of which 18.5 billion (+1.3%) generated by fleet activity. The profit operating income was 4.0 billion (-8.7%) and net profit to over 3.6 billion baht (-10.0%).