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Journal.


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


Sea-Intelligence (Apr 2nd, 2025) – Major East-West Capacity Growth
Container freight rates have a strong seasonal tendency to weaken in the period following Chinese New Year (CNY). In 2025, however, the...
sarinratsiriratpir
Apr 2, 20252 min read


Sea-Intelligence (Mar 19th, 2025) – 2024 profitability around USD 60 billion
The major shipping lines (that report on – and have so far published – their financial figures), have recorded a combined 2024-FY EBIT of...
sarinratsiriratpir
Mar 19, 20251 min read


Sea-Intelligence (Mar 13th, 2025) – Continued strong container demand
Global container volumes continued showing strength in January 2025, reaching 15.4 million TEU, a Y/Y growth of 5.8%, according to data...
sarinratsiriratpir
Mar 14, 20252 min read


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 6, 20252 min read


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 27, 20252 min read


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 21, 20252 min read


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 17, 20252 min read


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 10, 20252 min read


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 22, 20252 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 Connectivity Index (PLSCI), giving ports...
sarinratsiriratpir
Jan 20, 20251 min read
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