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Journal.


Sea-Intelligence (Oct 2nd, 2025) – The coming overcapacity to peak in 2027
In issue 734 of the Sea-Intelligence Sunday Spotlight , we conducted a deep dive into the future global supply/demand balance for the...
sarinratsiriratpir
Oct 7, 20252 min read


Sea-Intelligence (Sep 25th, 2025) – Golden Week Blank Sailings Accelerate
In issue 733 of the Sea-Intelligence Sunday Spotlight, we analysed the acceleration of blank sailings for the upcoming Golden Week...
sarinratsiriratpir
Oct 2, 20252 min read


Sea-Intelligence (Sep 9th, 2025) – Europe’s New Port Order
In issue 731 of the Sea-Intelligence Sunday Spotlight , we analysed the impact of the 2025 carrier alliance reshuffle on Europe’s major...
sarinratsiriratpir
Sep 11, 20252 min read


Sea-Intelligence (Aug 27th, 2025) – Expect more Golden Week blank sailings
In issue 729 of the Sea-Intelligence Sunday Spotlight, we analysed the current level of announced blank sailings for the upcoming 2025...
sarinratsiriratpir
Aug 29, 20252 min read


Sea-Intelligence (Aug 21st, 2025) – Port of LA gains market share in 2025-Q2
In issue 728 of the Sea-Intelligence Sunday Spotlight, we analysed the performance of US ports during the sharp contraction of laden...
sarinratsiriratpir
Aug 21, 20252 min read


Sea-Intelligence (Aug 14th, 2025) – Analysis of potential 2025 trade whiplash
In issue 727 of the Sea-Intelligence Sunday Spotlight , we analysed the "trade whiplash" effect — a violent boom-bust cycle in US imports...
sarinratsiriratpir
Aug 15, 20252 min read


Sea-Intelligence (Aug 6th, 2025) – Sharp increase in unstable weekly capacity
In issue 726 of the Sea-Intelligence Sunday Spotlight we analyse the weekly capacity offered on individual liner services and find it has...
sarinratsiriratpir
Aug 8, 20252 min read


Sea-Intelligence (July 30th, 2025) – MSC’s gain, Maersk and COSCO’s loss
In issue 725 of the Sea-Intelligence Sunday Spotlight , we review the developments in capacity market shares of the current top-10...
sarinratsiriratpir
Jul 31, 20252 min read


Sea-Intelligence (July 22nd, 2025) – Asia-NAWC: Back to square one
In issue 724 of the Sea-Intelligence Sunday Spotlight, using the latest vessel deployment data, we show that the capacity surge on the...
sarinratsiriratpir
Jul 23, 20252 min read


Sea-Intelligence (July 15th, 2025) –Houthis cause 18M tons of added emissions
In issue 723 of the Sea-Intelligence Sunday Spotlight, we analyse the dramatic reversal in years of progress in reducing the container...
sarinratsiriratpir
Jul 16, 20252 min read


Sea-Intelligence (July 11th, 2025) – Transpacific capacity injection is reversed
On April 9 th , 2025, the US announced 145% tariffs on China, stifling Transpacific container shipping demand, and the shipping lines...
sarinratsiriratpir
Jul 14, 20252 min read


Sea-Intelligence (July 3rd, 2025) – Asia-NAWC capacity volatility more than triples
In Sea-Intelligence Sunday Spotlight issue 721, we analysed the weekly volatility in the capacity offered in the Asia to the North...
sarinratsiriratpir
Jul 8, 20252 min read


Sea-Intelligence (Jun 26th, 2025) – Schedule Reliability: Port Power Rankings
In issue 720 of the Sunday Spotlight , we analysed port performance in terms of schedule reliability, across the 202 deep-sea ports with...
sarinratsiriratpir
Jun 30, 20252 min read


Sea-Intelligence (Jun 12th, 2025) – Niche carriers seizing TP opportunity again
Niche carriers – the relatively smaller carriers with limited deep-sea scope – accounted for 7%-10% of the total weekly capacity deployed...
sarinratsiriratpir
Jun 13, 20252 min read


Sea-Intelligence (Jun 4th, 2025) – 397,000 TEU capacity added to Asia-NAWC
The pause in the US-China trade war, and the associated demand boom, has caused a scramble amongst shipping lines to inject capacity...
sarinratsiriratpir
Jun 12, 20252 min read


Sea-Intelligence (May 22nd, 2025) – Sudden Transpacific capacity shortage
With no pre-warning, the US Administration and China announced that they had reached an agreement, partly pausing tariffs for 90 days –...
sarinratsiriratpir
May 28, 20252 min read


Sea-Intelligence (May 8th, 2025) – Y/Y capacity reduction 4%-5% on TP in April/May
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...
sarinratsiriratpir
May 11, 20252 min read


Sea-Intelligence (Apr 24th, 2025) – Transpacific blank sailings rise rapidly
The impact of the US tariff war continues to have a direct impact on container shipping operations, as the number of cancelled sailings...
sarinratsiriratpir
Apr 24, 20252 min read


Sea-Intelligence (Apr 16th, 2025) – Substantial blank sailings on Transpacific
The current political climate is extremely volatile and given that tariffs are being imposed and suspended on an almost daily basis, we...
sarinratsiriratpir
Apr 16, 20252 min read


Sea-Intelligence (Apr 10th, 2025) – Gemini shuttles operating at 98% in February
In 30+ years of container shipping alliances, the domain of the alliances has always been exclusively on mainliner, deep-sea services,...
sarinratsiriratpir
Apr 10, 20252 min read
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