Sea Intelligence

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 …

In issue 747 of the Sea-Intelligence Sunday Spotlight, we analysed the operational performance of 75 major global container ports, to quantify the relationship between network connectivity and schedule reliability. The …

In issue 746 of the Sea-Intelligence Sunday Spotlight, we analysed the capacity deployment trends in the 10 weeks leading up to Chinese New Year (CNY) 2026. By indexing deployed capacity …

Sea-Intelligence has published issue 172 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including November 2025. As the 120-page report is quite comprehensive and …

In issue 745 of the Sea-Intelligence Sunday Spotlight, we analysed the operational stability of the Asia-North America and Asia-Europe trade lanes, by measuring "operational capacity churn" – the sum of …

In issue 744 of the Sea-Intelligence Sunday Spotlight, we analysed the displacement of global vessel capacity, tracking over 16,000 vessel transfers across 2024 and 2025. The data indicates that the …

In issue 742 of the Sea-Intelligence Sunday Spotlight, we analysed the 2025-Q3 financial performance of the major global shipping lines. The results mark a correction from the disruption-fuelled highs of …

Sea-Intelligence has published issue 171 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including October 2025. As the 120-page report is quite comprehensive and …

In issue 741 of the Sea-Intelligence Sunday Spotlight, we analysed the deployed vessel capacity on the Mediterranean to North America East Coast (MED-NAEC) trade lane. Our analysis of the second …

In issue 740 of the Sea-Intelligence Sunday Spotlight, we analysed the laden import volume throughput of the major North America West Coast (NAWC) ports, through the first three quarters of …

In issue 739 of the Sea-Intelligence Sunday Spotlight, we analysed the Transatlantic Westbound trade, finding that, as things stand, it is poised for a sharp decline in vessel utilisation. The …

In issue 738 of the Sea-Intelligence Sunday Spotlight, we analysed the competitive landscape of schedule reliability among the top 20 global container shipping lines since 2011. While cargo owners often …

Sea-Intelligence has published issue 170 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including September 2025. As the 120-page report is quite comprehensive and …

With the recent ceasefire between Israel and Hamas, in issue 737 of the Sea-Intelligence Sunday Spotlight, we modelled the potential impact on container shipping should shipping lines resume the Suez …

In issue 736 of the Sea-Intelligence Sunday Spotlight, we analysed the strategic positioning of the major carrier alliances following the significant restructuring in early 2025. With the new networks now …

In issue 735 of the Sea-Intelligence Sunday Spotlight, we analysed a key factor behind shippers’ perception of poor service levels: Service instability. Fundamentally, liner shipping is not just the ability …

In issue 734 of the Sea-Intelligence Sunday Spotlight, we conducted a deep dive into the future global supply/demand balance for the container shipping industry. Our comprehensive analysis, which accounts for …

Sea-Intelligence has published issue 169 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including August 2025. As the 120-page report is quite comprehensive and …

In issue 733 of the Sea-Intelligence Sunday Spotlight, we analysed the acceleration of blank sailings for the upcoming Golden Week holiday. The surge in last-minute capacity withdrawals that we anticipated …

In issue 732 of the Sea-Intelligence Sunday Spotlight, we analysed vessel deployment data on the Transpacific and Transatlantic trades, to see if shipping lines are reducing their use of Chinese-built …

In issue 731 of the Sea-Intelligence Sunday Spotlight, we analysed the impact of the 2025 carrier alliance reshuffle on Europe’s major container ports. With the new service networks fully executed …

In 2025-Q1, despite market uncertainty and a volatile geopolitical climate, the major shipping lines recorded a combined EBIT of USD 5.89bn, which was only lower than the Q1 in the …

Sea-Intelligence has published issue 168 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including July 2025. As the 120-page report is quite comprehensive and …

In issue 729 of the Sea-Intelligence Sunday Spotlight, we analysed the current level of announced blank sailings for the upcoming 2025 Chinese Golden Week holiday period. On the Transpacific trade …

In issue 728 of the Sea-Intelligence Sunday Spotlight, we analysed the performance of US ports during the sharp contraction of laden imports in 2025-Q2. Our analysis revealed that as the …

In issue 727 of the Sea-Intelligence Sunday Spotlight, we analysed the "trade whiplash" effect — a violent boom-bust cycle in US imports — and quantify the potential downside risk of …

In issue 726 of the Sea-Intelligence Sunday Spotlight we analyse the weekly capacity offered on individual liner services and find it has become drastically more volatile and unpredictable on the …

Sea-Intelligence has published issue 167 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including June 2025. As the 120-page report is quite comprehensive and …

In issue 725 of the Sea-Intelligence Sunday Spotlight, we review the developments in capacity market shares of the current top-10 container shipping lines, and our analysis reveals a dramatic consolidation …

In issue 724 of the Sea-Intelligence Sunday Spotlight, using the latest vessel deployment data, we show that the capacity surge on the Asia-North America West Coast (NAWC) trade lane has …

In issue 723 of the Sea-Intelligence Sunday Spotlight, we analyse the dramatic reversal in years of progress in reducing the container shipping industry's carbon footprint. The ongoing crisis in the …

On April 9th, 2025, the US announced 145% tariffs on China, stifling Transpacific container shipping demand, and the shipping lines responded by reducing capacity on the transpacific. On May 12th, …

In Sea-Intelligence Sunday Spotlight issue 721, we analysed the weekly volatility in the capacity offered in the Asia to the North American West Coast (NAWC) trade. This volatility is caused …

Sea-Intelligence has published issue 166 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including May 2025. As the 120-page report is quite comprehensive and …

In issue 720 of the Sunday Spotlight, we analysed port performance in terms of schedule reliability, across the 202 deep-sea ports with the largest number of container vessel calls, by …

Gven how turbulent the pandemic years were in terms of supply and demand, we often compare current events to 2019, which was the last “normal” year pre-pandemic. When we look …

Niche carriers – the relatively smaller carriers with limited deep-sea scope – accounted for 7%-10% of the total weekly capacity deployed on Asia-North America West Coast (NAWC) throughout 2019. During …

The pause in the US-China trade war, and the associated demand boom, has caused a scramble amongst shipping lines to inject capacity swiftly. On Asia-North America West Coast (NAWC), we …

Sea-Intelligence has published issue 165 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including April 2025. As the 120-page report is quite comprehensive and …

Despite market uncertainty and a volatile geopolitical climate, the shipping lines have reported strong 2025-Q1 results. Nearly all major shipping lines (that report on their financial figures), have reported double-digit …

With no pre-warning, the US Administration and China announced that they had reached an agreement, partly pausing tariffs for 90 days – we say ‘partly’ because the US is still …

Long transit times do not inherently cause problems for importers, as that can be factored into their lead times; what often creates operational issues is when the actual transit times …

Over the past several weeks, we have reported on a sharp week-by-week increase in the number of blank sailings on the Transpacific. When we look across what was deployed in …

Sea-Intelligence has published issue 164 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including March 2025. As the 120-page report is quite comprehensive and …

In issue 712 of the Sea-Intelligence Sunday Spotlight, we analysed the impact of the revised proposal by the US Trade Representative (USTR) to penalise Chinese shipping lines and non-Chinese shipping …

The impact of the US tariff war continues to have a direct impact on container shipping operations, as the number of cancelled sailings on the Transpacific trade increased drastically yet …

The current political climate is extremely volatile and given that tariffs are being imposed and suspended on an almost daily basis, we assume that both the shipping lines and cargo …

In 30+ years of container shipping alliances, the domain of the alliances has always been exclusively on mainliner, deep-sea services, with individual carrier members operating their own feeder services. Gemini …