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sarinratsiriratpir
14 hours ago1 min read
Sea-Intelligence – Jan 16th, 2025
Connectivity increases benefit major ports The United Nations Conference on Trade and Development release a quarterly Port Liner Shipping...
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sarinratsiriratpir
Jan 92 min read
Sea-Intelligence – (Jan 9th, 2025)
CNY 2025: Expect more blanks on Asia-NAWC This year, Chinese New Year (CNY) will fall on January 29, which means that it is only a little...
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sarinratsiriratpir
Dec 17, 20242 min read
Sea-Intelligence (Dec 18th, 2024) - Offered port-pairs by carrier alliances (2017-2024)
The current three-alliance structure in container shipping has been present since April 2017, and will be for another month, before a new...
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sarinratsiriratpir
Dec 13, 20242 min read
Sea-Intelligence (Dec 13th, 2024) - Alliance schedule reliability (2017-2024)
The current three-alliance structure in container shipping has been in place since April 2017, when Ocean Alliance and THE Alliance...
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jamesmiller806
Dec 5, 20241 min read
Sea-Intelligence (Dec 5th, 2024) - Alliance capacity market share (2017-2024)
The current three-alliance structure has been in place since April 2017, when Ocean Alliance and THE Alliance launched operationally,...
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jamesmiller806
Nov 22, 20241 min read
Sea-Intelligence (Nov 22nd, 2024) - 2024-Q3 major carrier EBIT up 600% Y/Y
The major carriers have reported a combined 2024-Q3 EBIT of USD 17.06bn, which is a 600% increase Y/Y – the Y/Y increase is discounting...
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jamesmiller806
Nov 12, 20242 min read
Sea-Intelligence (Nov 12th, 2024) - 2024: Reliability Performance for global carriers
Since 2019, the most reliable of the top-13 global carriers in each month, has rarely been the most reliable carrier in more than 30% of...
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jamesmiller806
Nov 7, 20242 min read
Sea-Intelligence (Nov 7th, 2024) - No increase in US spending growth
US consumer spending data for September 2024 has been released by the US Bureau of Economic Analysis (BEA), and the growth rate of US...
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jamesmiller806
Oct 30, 20242 min read
Sea-Intelligence (Oct 30th, 2024) - Strong increase in retail inventories
The latest data from the US Census Bureau shows that there is a consistent inventory increase in the retail sector. Not only are...
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jamesmiller806
Oct 24, 20242 min read
Sea-Intelligence (Oct 24th, 2024) - Vessel bunching on the increase
From a network design perspective, for every weekly deep-sea liner service, one vessel would be scheduled to depart from an origin region...
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jamesmiller806
Oct 17, 20242 min read
Sea-Intelligence (Oct 17th, 2024) - USEC port strike: Sharply worsening trade imbalances
It is well-known that all deep-sea trades, to some degree, tend to be lopsided, with one end of the trade importing more than they are...
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jamesmiller806
Oct 10, 20242 min read
Sea-Intelligence (Oct 10th, 2024) - USEC port strike: 10-17% capacity decline to come
Fortunately, the long-feared strike in the US East Coast ports, ended after just three days of strike, and the members of the...
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jamesmiller806
Sep 26, 20242 min read
Sea-Intelligence (Sept 26th, 2024) - Ocean Alliance: Uncompetitive ETS cost in 2025
ETS (European Union’s Emissions Trading System) is the de-facto carbon taxation for shipping in the EU. All vessels sailing within, or to...
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jamesmiller806
Sep 17, 20242 min read
Sea-Intelligence (Sept 17th, 2024) - Asia-NAM and Asia-Europe networks impact 2025
Gemini, Premier Alliance, and MSC have all announced their 2025 networks. Ocean Alliance have not yet announced a ‘2025’ network, and...
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jamesmiller806
Sep 12, 20242 min read
Sea-Intelligence (Sept 12th, 2024) - Regional impact of the Red Sea crisis
We are now more than half a year on from the beginning of the Red Sea crisis, and the severe impact on the container shipping industry...
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jamesmiller806
Sep 4, 20242 min read
Sea-Intelligence (Sept 4th, 2024) - Increasing capacity instability
Weekly container vessel capacity departing a region is rarely stable and consistent, since there are differences in the capacity of...
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jamesmiller806
Aug 28, 20242 min read
Sea-Intelligence (August 28th, 2024) - Save 71% of CO2 emissions in Ocean Alliance?
We have for the past 13 years, regularly analysed the online carbon emissions calculators provided by the ocean carriers. And over the...
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jamesmiller806
Aug 21, 20242 min read
Sea-Intelligence (August 21st, 2024) - Retailers’ inventories above trend
In our Press Release on August 8th, we mentioned how US consumer spending data did not support the notion of a sudden US spending boom,...
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jamesmiller806
Aug 14, 20242 min read
Sea-Intelligence (August 14th, 2024) - Impact of potential ILA strike
The labour agreement between the US East Coast port workers’ union, ILA, and the terminals organization, USMX, expires on September 30th,...
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jamesmiller806
Aug 8, 20242 min read
Sea-Intelligence (August 8th, 2024) - No sign of sudden US spending boom
The US consumer spending data released by the US Bureau of Economic Analysis (BEA) shows that there has not been a sudden boom in the...
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