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Sea Intelligence
Global schedule reliability records 2 consecutive M/M increases
USTR versus Transpacific niche carriers
Transpacific blank sailings rise rapidly
Substantial blank sailings on Transpacific
Gemini shuttles operating at 98% in February
Major East-West Capacity Growth
New carrier alliances launch with record schedule reliability
2024 profitability around USD 60 billion
Continued strong container demand
Is Africa the next major expansion point?
Volume shift from East to West Coast in 2024-2H
2024 global schedule reliability trend continuing in 2025
Post-Red Sea: Major demand drop in Asia-Europe
World trade growth revised down for 2025-26
Shift in alliance market shares
2024 schedule reliability largely within 50%-55%
Retail inventories continue sharp growth
Connectivity increases benefit major ports
CNY 2025: Expect more blanks on Asia-NAWC
Marked improvement in schedule reliability in November 2024
Offered port-pairs by carrier alliances (2017-2024)
Alliance schedule reliability (2017-2024)
Alliance capacity market share (2017-2024)
Global schedule reliability improves marginally in October 2024
2024-Q3 major carrier EBIT up 600% Y/Y
2024: Reliability Performance for global carriers
No increase in US spending growth
Global schedule reliability drops to 51.4% in September 2024
Strong increase in retail inventories
Vessel bunching on the increase
Sharply worsening trade imbalances
USEC port strike: 10-17% capacity decline to come
Schedule reliability dips slightly M/M in January 2023
Who fuels the price war?
Strong capacity correction on Asia-NAWC
Asia-Europe capacity correction not as strong as on TP
Capacity loss nearing pre-pandemic normal
USD 95bn carrier EBIT in 2022 (so far…)
Sharp M/M increase in schedule reliability in February 2023
2022-Q4 EBIT drops 46% (USD 15bn) Y/Y
Shifts in diversity in carriers’ reliability
IMF: Germany & UK enter recession in 2023
Selecting services based on schedule reliability
Volume contraction slowing in NAWC ports
Schedule reliability continues to increase in March 2023
2023-Q1 reliability rises close to pre-pandemic levels
35% added pressure on US port capacity
Continuing US inventory problem
Schedule reliability improvements slowing down
Pacific small carrier share normalized