Sea Intelligence

The container shipping market is currently operating in an environment of unprecedented supply, with deployed capacity reaching historic highs across all major East‑West trade lanes. The charts show a monthly …

​Sea-Intelligence has published issue 182 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including September 2026. As the 120-page report is quite comprehensive and …

In issue 787 of the Sea-Intelligence Sunday Spotlight, we analysed the IMF October 2026 WEO report, from a container shipping perspective. The report predicts that world trade volume growth will …

The global container shipping industry is undergoing a structural transformation, with shipping lines transitioning away from the highly homogenized networks of the past decade toward a landscape characterized by greater …

The geopolitical disruptions in the Middle East have forced shipping lines into substantial network redesign. As a result, while ports in the impacted regions have lost liner connectivity, ports in …

Amidst severe regional port congestion, container vessel schedule reliability in Asia dropped to 32.3% in August 2026, with the average delay for late vessel arrivals rising to 7.28 days. Figure …

Sea-Intelligence has published issue 181 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including August 2026. As the 120-page report is quite comprehensive and …

With the Mid‑Autumn Festival (Sep 25‑27) falling so close to Golden Week (Oct 1‑7) in 2026, the compressed holiday calendar, combined with port congestion in Asia, and vessels transitioning back …

In Issue 782 of the Sunday Spotlight, we used data from our Trade Capacity Outlook database to identify the exact Asia-Europe container vessels that have been routed through the Red …

Issue 781 of the Sea-Intelligence Sunday Spotlight reveals a striking level of network specialisation between the alliances on the Asia‑Europe and Transpacific trades. Rather than competing head‑to‑head by offering identical …

Global container vessel schedule reliability dropped to 56.4% in July 2026, a decline of ‑6.1 percentage points (pp) M/M. This is the sharpest single‑month decline since January 2021. Concurrently, the …

Following a challenging 2025, the container shipping industry is exhibiting strong signs of recovery in 2026‑Q2, characterized by substantial Y/Y increases in combined revenues, operating profits, and global transported cargo …

Sea-Intelligence has published issue 180 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including July 2026. As the 120-page report is quite comprehensive and …

Global container vessel schedule reliability remains somewhat stable around 60‑65%, showing no signs of improvement, and in stark contrast to the 2011‑2019 normality of 70‑80%. Furthermore, late vessel arrivals are …

Across the major North America West Coast (NAWC) container ports, 2026‑Q2 was defined by regulatory volatility, regional volume divergence, and empty container repositioning dynamics. Facing a hard July 24, 2026, …

From the perspective of schedule reliability, when evaluating supply chains, analysing monthly variability is as important as the monthly performance alone. For instance, a trade lane achieving 95% reliability in …

Sea-Intelligence has published issue 179 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including June 2026. As the 120-page report is quite comprehensive and …

Data from Sea‑Intelligence’s Blank Sailings Tracker shows that blanked capacity in 2026‑1H is growing significantly faster than overall capacity growth when compared against 2019‑1H across the major East‑West trade lanes. …

The latest growth projections by IMF in their July 2026 update to the World Economic Outlook (WEO) report, indicate a steep deceleration in global trade volume growth, dropping from 5.0% …

Analysis of global liner network data since 2012 reveals a fundamental shift in how shipping lines manage their networks. Although shipping lines have largely maintained their geographical footprint, liner service …

Analysis of the 2026‑Q2 Port Liner Shipping Connectivity Index (PLSCI), published by the United Nations Conference on Trade and Development (UNCTAD), indicates that recent network recalibrations have seemingly transitioned from …

Sea-Intelligence has published issue 178 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including May 2026. As the 120-page report is quite comprehensive and …

In issue 770 of the Sea‑Intelligence Sunday Spotlight, we analysed the relationship between structural schedule buffering and early vessel arrivals. Shipping lines are increasingly relying on schedule buffers, which involve …

In issue 769 of the Sea‑Intelligence Sunday Spotlight, we analysed the relationship between container spot rates and the share of Asia-North America West Coast (NAWC) container vessel capacity operated by …

In issue 768 of the Sea-Intelligence Sunday Spotlight, we analysed East/West container vessel deployment, revealing how Gemini Cooperation is executing a reallocation of their fleet. While headline figures show a …

In Issue 767 of the Sea‑Intelligence Sunday Spotlight, we analysed 2026‑Q1 container volumes at North American East Coast (NAEC) ports. NAEC Total Throughput declined ‑2.5% Y/Y, and NAEC Laden Imports …

Sea-Intelligence has published issue 177 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including April 2026. As the 120-page report is quite comprehensive and …

Our analysis of the financial and volume performance of the shipping lines in Issue 766 of the Sea‑Intelligence Sunday Spotlight shows that 2026‑Q1 presents a challenging financial landscape. Across the …

In our analysis of service‑level schedule reliability (Issue 765 of the Sea‑Intelligence Sunday Spotlight), we found that the global average masks a deeply fractured market. Instead of uniform operations across …

In the latest issue of the Sea‑Intelligence Sunday Spotlight, we examined the North America West Coast (NAWC) container volumes for 2026‑Q1. While overall NAWC laden import volumes contracted by ‑3.9% …

In the latest issue of the Sea‑Intelligence Sunday Spotlight, we quantified and contrasted the structural impact of the Red Sea crisis and the Strait of Hormuz disruption. While it is …

In the latest issue of the Sea-Intelligence Sunday Spotlight, we analysed the continuing impact of vessel delays on the operational availability of global container capacity. Based on the March 2026 …

Sea-Intelligence has published issue 176 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including March 2026. As the 120-page report is quite comprehensive and …

In issue 761 of the Sea-Intelligence Sunday Spotlight, we analysed the share of capacity operated outside of major alliance structures on the Asia-North America West Coast trade lane. Sourced from …

In issue 760 of the Sea-Intelligence Sunday Spotlight, we evaluated port level schedule reliability between July 2025 and February 2026. A comparison between unweighted and volume‑weighted reliability averages revealed distinct …

In issue 759 of the Sea‑Intelligence Sunday Spotlight, we analysed the 2025‑Q4 financial and operational performance of the major global container shipping lines. The reporting shipping lines recorded a combined …

In issue 758 of the Sea-Intelligence Sunday Spotlight, we analysed the 2025‑FY financial and operational performance of the major global container shipping lines. The data indicates that the industry has …

Sea-Intelligence has published issue 175 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including February 2026. As the 120-page report is quite comprehensive and …

In issue 757 of the Sea-Intelligence Sunday Spotlight, we evaluated the operational nature of the Asia-Europe trade following the December 2023 shift to the Cape of Good Hope routing. We …

In issue 756 of the Sea-Intelligence Sunday Spotlight, we highlighted a contraction in Gemini’s capacity market share across the Transpacific and Asia-North Europe trade lanes. The rolling 8‑week average weekly …

In issue 755 of the Sea‑Intelligence Sunday Spotlight, we conducted a network stress test of the de facto closure of the Strait of Hormuz on February 28. The objective was …

In issue 754 of the Sea-Intelligence Sunday Spotlight, we analysed the 2026 Asia‑Europe networks in the light of the EU Emissions Trading System (ETS), which is now fully phased in. …

In issue 753 of the Sea-Intelligence Sunday Spotlight, we analysed the network implications of Hapag-Lloyd’s $4.2 billion acquisition of ZIM Integrated Shipping Services. Assuming the newly acquired routes and vessels …

Sea-Intelligence has published issue 174 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including January 2026. As the 120-page report is quite comprehensive and …

In issue 752 of the Sea‑Intelligence Sunday Spotlight, we analysed the new 2026 "Day 10" network product from Ocean Alliance. There are 318 unique port-port connections that are unchanged between …

In issue 751 of the Sea-Intelligence Sunday Spotlight, we analysed the 2024-2025 container throughput data for North America West Coast (NAWC) ports to assess any shifts in the timing of …

In issue 750 of the Sea‑Intelligence Sunday Spotlight, we analysed the latest World Economic Outlook (WEO) report published by the International Monetary Fund (IMF). While the headline figures depict a …

In issue 749 of the Sea‑Intelligence Sunday Spotlight, we analysed the latest US inventory data published by the US Census Bureau. Since the data is lagged, the latest release only …

Sea-Intelligence has published issue 173 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including December 2025. As the 120-page report is quite comprehensive and …

In issue 748 of the Sea-Intelligence Sunday Spotlight, we analysed the potential impact of a return to the Suez Canal on global port connectivity. By comparing 2025-Q4 connectivity levels against …