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Journal.


Sea-Intelligence (Mar 6th, 2025) – Is Africa the next major expansion point?
This past week, MSC scheduled the deployment of 23,000+ TEU vessels on their Asia-WAF ‘Africa Express’ service. At present, the largest...
sarinratsiriratpir
Mar 62 min read
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Sea-Intelligence (Feb 27th, 2025) – Volume shift from East to West Coast in 2024-2H
Figure 1 shows the ratio of laden imports between the East and West Coast North America ports. A figure higher than 1 represents more...
sarinratsiriratpir
Feb 272 min read
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Sea-Intelligence (Feb 19th, 2025) - Post-Red Sea: Major demand drop in Asia-Europe
When the Red Sea crisis emerged and vessels began sailing around Africa, the Asia-Europe supply chain became 7-14 days longer, depending...
sarinratsiriratpir
Feb 212 min read
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Sea-Intelligence (Feb 14th, 2025)– World trade growth revised down for 2025-26
The International Monetary Fund (IMF) recently published the January 2025 update to their World Economic Outlook (WEO) report, which was...
sarinratsiriratpir
Feb 172 min read
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Sea-Intelligence (Feb 07th, 2025) - Shift in alliance market shares
February 1st marked the start of a new competitive landscape in the pivotal deep-sea container trades from Asia to North America and...
sarinratsiriratpir
Feb 102 min read
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Sea-Intelligence (Jan 22nd, 2025) - Retail inventories continue sharp growth
The latest inventories data from the US Census Bureau shows that the US retailers are continuing to grow inventories, beyond what sales...
sarinratsiriratpir
Jan 222 min read
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Sea-Intelligence (Jan 16th, 2025) - Connectivity increases benefit major ports
The United Nations Conference on Trade and Development release a quarterly Port Liner Shipping Connectivity Index (PLSCI), giving ports...
sarinratsiriratpir
Jan 201 min read
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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 over 3 weeks away. It also falls only a...
sarinratsiriratpir
Jan 92 min read
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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...
sarinratsiriratpir
Dec 18, 20242 min read
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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...
sarinratsiriratpir
Dec 13, 20242 min read
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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,...
jamesmiller806
Dec 5, 20241 min read
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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...
jamesmiller806
Nov 22, 20241 min read
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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...
jamesmiller806
Nov 12, 20242 min read
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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...
jamesmiller806
Nov 7, 20242 min read
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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...
jamesmiller806
Oct 30, 20242 min read
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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...
jamesmiller806
Oct 24, 20242 min read
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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...
jamesmiller806
Oct 17, 20242 min read
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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...
jamesmiller806
Oct 10, 20242 min read
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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...
jamesmiller806
Sep 26, 20242 min read
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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...
jamesmiller806
Sep 17, 20242 min read
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