eeSea

🚢 Latest quarterly Schedule Reliability Scorecard (SRS) for Q2 2024 is Here! 📊 Ready to share, the Q2 insights from the SRS! Proudly brought to you just 1 week after the end of the quarter. The analysis covers carrier performance, trade lane efficiency, and regional and port-specific reliability. Key Q2 highlights: 1. Global Schedule Reliability: Declined over 30% against Q1, back down to covid pandemic levels. 2. Top Ports: Livorno reclaims the top spot, with European ports dominating the Top 10. 3. Carrier Rankings: PIL & CMA CGM lead, with Maersk narrowly edged out (after 4-year leading run!). 4. Regional Insights: Improvements on West Coast North America; challenges in Asia-Europe and East Coast North America. 🔍 Dive into detailed data and analyses, including: • Carrier and alliance performance • Trade lane-specific insights • Regional and port rankings We hope this data and analysis will help you stay ahead and support strategic choices. 🔗 Get the full report - https://hubs.ly/Q02FyWgH0 - and follow us for more updates. #Shipping #Maritime #Logistics #PortPerformance #ShippingIndustry #MaritimeNews #ScheduleReliability Warm regards, The eeSea team

During the height of the Red Sea crisis, at the request of a few close customers, we started a simple regular update outlining the changes we saw happening in the North American market: Cape deviations, Panama Canal drought status, deviations, service changes, and general commentary that we found important. We didn't expect it to last more than a few weeks or months. But the majority of recipients (initially very limited) spoke highly of particularly its very tangible and useful structure; and so we've kept it going. We continue to send it out only when it's relevant. No focus on having to do weekly, if there are no interesting developments; and conversely, an upgraded frequency during crises, if we deem it relevant. Long story short; we've just sent out the latest update to those same close customers. And should you wish to read along, you can either join the mailing list or drop by the blog on our website. https://lnkd.in/dsE_JcPZ

We are excited to share the latest edition of our Schedule Reliability Scorecard (SRS), updated with fresh insights into global shipping performance. Our analysis covers over 6,000 active container vessels and 12,000 port calls per month, providing a detailed look into the industry's current state. Key Highlights: 📉 Downward Trend in Schedule Reliability: Q1 saw a decline, with on-time performance dropping from 35% to 27%. Geopolitical issues and infrastructure disruptions are significant factors. 🌟 Top Performing Ports: Guayaquil, Ecuador, ascended to the top spot in our Top 50 Reliable Ports ranking, showing remarkable consistency. 🌏 Regional Observations: Mega-ports like Singapore and Busan are gradually improving but remain outside the top rankings. Shanghai stands out among large ports, securing 26th place. 🚢 Carrier Performance: Maersk retains its lead despite overall declines, while Wan Hai emerges as a new leader in the VSA rankings, highlighting the dynamic competitive landscape. 🔗 Get the full report here: eeSea Schedule Reliability Scorecard https://hubs.ly/Q02yycth0 Thank you for your continued trust and partnership. #Shipping #Maritime #Logistics #PortPerformance #ShippingIndustry #MaritimeNews

Visibility is no doubt going to be one of the main topics at #tpm24. Even though it's often somewhat vaguely used as an umbrella term, it is indeed relevant and timely. At eeSea we believe that almost any sort of visibility - cargo planning and tracking, port optimization just to mention a few - starts with the vessel ETA. And not just a dot on a map (shout out to all you e2e visibility providers...), but accurate long-range vessel forecasts. A key term in visibility ought, in fact, to be #predictability. Predicting and understand what the downstream consequences of vessel delays are. If this resonates with you, we'd love to hear from you. Our very own Lange Feist and Simon Sundboell will be at TPM in Long Beach from tomorrow - feel free to contact them for an introduction and conversation about your needs. #tpm24 #predictability #supplychain #visibility #notadotonamap

A month ago we launched our Schedule Reliability Scorecard (SRS), with a focus on 2023. The main conclusions were that while on-time performance had improved over 2021/2022, volatility remained high and we were not yet a pre-Covid levels. Maersk topped the carrier rankings. We now add our Top 50 Reliable Ports rankings to the SRS. Livorno, Italy regains first place, also held in 2021; with Guayaquil, Ecuador in a strong second place. Several of the mega-ports are struggling. If you're interested in more insights, you can download the full SRS deck (incl global, trade lane and carrier numbers) at the below link. And we're always ready to discuss how these insights might help your business, whether you're a port authority, terminal operator, cargo owner or ocean carrier. The SRS will be a quarterly feature from eeSea. Subscribe to eeSea for updates. #containershipping #supplychains #maritime https://hubs.ly/Q02ltP5T0

Hapag-Lloyd AG and A.P. Moller - Maersk both state that "the ambition is to deliver a flexible and interconnected ocean network with industry-leading reliability" for their new Gemini Cooperation. Maersk further states "The network is designed to achieve above 90% schedule reliability once fully phased in" in their FAQ. Today carriers can't agree on ETAs, how to define an ATA, how to measure carbon emissions, to mention a few. What, then, constitutes industry-leading reliability ? How will they measure and report the 90% ? What is reliability, even ? Introducing eeSea's Schedule Reliability Scorecard. We track and forecast some 6000 active container vessels across 2000 liner services, down to the port event level - that is about 12k port calls / 50k events per month. From bottom-up, we can then aggregate and analyse all that data through various lenses. Today we're publishing our review of 2023. High-level visualizations and commentary on the global developments; two kinds of carrier rankings; trade lane scores; and a description of our methodology. In about a weeks' time, we'll publish our regional review, including a focus on port rankings and berth stays - and we'll also share some thoughts on how far Gemini are from the 90%. For the high-level conclusions (and to know how Maersk and Hapag rank), click the below link to download the presentation. And if you want a more in-depth conversation around how this data could help your business, reach out to us. Finally, don't forget to subscribe to eeSea here on LinkedIn. https://hubs.ly/Q02g-D9s0 #containershipping #hapaglloyd #maersk #supplychains #gemini #maritime

A good reminder of the historical developments of alliances. And that HL and ML have until now never been in an alliance together. Individual VSAs, yes - but not an alliance.

The Gemini Cooperation is born ! The news cycle will be buzzing, but what will happen next - in the board rooms as well as with the liner networks ? Here are our high-level initial thoughts...

This week we presented our first webinar of 2024: "Making sense of the blanks". We were happy to see participants from five continents, and wanted to share the recording and the presentation with you here on LinkedIn. -- We touched on the the Red Sea crisis; and how it impacts the pre-Lunar New Year export rush from Asia. -- We outlined how we at eeSea produce granular and accurate schedule data, in order to analyse trade capacity and blank sailings. -- We discussed some potential medium-term scenarios involving routing more permanently around the Cape of Good Horn; and the extra vessel capacity that could absorb. -- And finally we saw how the Gunvor Maersk has transited the Suez Canal four times (!) in less than a month... You can click the below link to see a few bullets from the presentation, and download the full material.

“You’re in a world that’s going increasingly from American-controlled unipolar to multipolar globally. You’re going to have a much more fraught supply chain, and every BCO [beneficial cargo owner], importer, exporter, and logistics provider is going to have to deal with that going forward. The Houthis are just one step in that.” Sadly that statement has proven too close for comfort, seeing that just today a tanker was hijacked by Iran in the Gulf of Oman. That and the Bab-el-Mandeb attacks are certainly linked, and ratchets up the geo-political stakes. Thank you for a truly pleasant conversation Rachel, FreightWaves. We talked much broader than what you can read here, but that was the beauty of it.