Sea Intelligence

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 …

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, …