Sea-Intelligence

Issue 155 of Sea-Intelligence's Global Liner Performance (GLP) report is now available, and Global Schedule Reliability remained around 50-55%, dropping slightly to 54.4% Meanwhile, the average delay for late vessels decreased slightly, reaching 5.19 days. For the full report, please contact [email protected] for a subscription #seaintelligence #containershipping #realibility #GLPreport

The impact of the Red Sea crisis on the major head-haul trades has essentially followed the same pattern as during the pandemic. However, for the back-haul trades that is not the case at all. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #backhaul #disruption

Now that we are nearly a third of the way through the traditional container shipping peak cargo season, looking at the levels of blank sailings and capacity deployment the carriers have planned for the remainder of the third quarter, can provide us with a good perspective on the carriers’ confidence in the 2024 peak season. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #blankings #peak

The last time we saw major labour disruptions in US ports was in 2015 on the West Coast.  How did this impact the container markets at the time, and what might we expect of impact in 2024 from a similar event on the US East Coast? To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #congestion #disruption

With the 2M Alliance between the two largest shipping lines, MSC and (1st) and Maersk (2nd), coming to an end in February 2025, and with Maersk then Joining Hapag-Lloyd to form the Gemini Cooperation, MSC, it seems, is already shifting their focus onto their own-operated services. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #alliance #capacity

Maersk and Hapag-Lloyd’s upcoming alliance agreement – Gemini Cooperation – promises >90% schedule reliability.  However, looking at the current reliability scores for their self-operated vessels, getting to 90% by February 2025 seems an uphill task. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #reliability #gemini

The initial disruptions to global supply chains triggered by the pandemic had a profound impact on non-alliance services. Many of these services ceased operations on major East-West trade routes. However, the subsequent surge in demand for goods, coupled with rising spot rates, prompted a significant influx of non-alliance capacity into the market. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #growth #capacity

Almost 16 million TEU were loaded in May 2024, which is 223,000 TEU more than the previous record.  Due to the Red Sea crisis, TEU*Miles globally now exceed the pre-crisis record by 18.6%. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #growth #loadings

Global schedule reliability improved by 3.8 percentage points M/M in May 2024, to the highest point YTD of 55.8%.  On a Y/Y level however, schedule reliability was down -11.0 percentage points. To follow the Sunday Spotlight, please contact [email protected] for further information. #seaintelligence #containershipping #reliability #schedule

Issue 154 of Sea-Intelligence's Global Liner Performance (GLP) report is now available, and Global Schedule Reliability increased to highest YTD levels, i.e. raising to 55.8%. Meanwhile, the average delay for late vessels decreased slightly, reaching 5.10 days. For the full report, please contact [email protected] for a subscription #seaintelligence #containershipping #realibility #GLPreport