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Journal.


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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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...
jamesmiller806
Sep 12, 20242 min read
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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...
jamesmiller806
Sep 4, 20242 min read
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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...
jamesmiller806
Aug 28, 20242 min read
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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,...
jamesmiller806
Aug 21, 20242 min read
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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,...
jamesmiller806
Aug 14, 20242 min read
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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...
jamesmiller806
Aug 8, 20242 min read
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Sea-Intelligence (August 1st, 2024) - No consolidation impact on competition
In Issue 675 of the Sea-Intelligence  Sunday Spotlight, we analysed whether the turmoil of the last four years has led to the largest...
jamesmiller806
Aug 1, 20242 min read
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Sea-Intelligence (July 25th, 2024) - Carriers bullish for the peak season
Now that we are nearly a third of the way through the traditional container shipping peak cargo season, looking at the levels of blank...
jamesmiller806
Jul 26, 20242 min read
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Sea-Intelligence (July 17th, 2024) - MSC increase own-operated service share
With the 2M Alliance between the two largest shipping lines, MSC and (1st) and Maersk (2nd), coming to an end in February 2025, and with...
jamesmiller806
Jul 18, 20242 min read
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Sea-Intelligence (July 9th, 2024) - Growth in non-alliance services
The initial disruptions to global supply chains triggered by the pandemic had a profound impact on non-alliance services — those operated...
jamesmiller806
Jul 12, 20242 min read
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Sea-Intelligence (July 3rd, 2024) - Transpac to NAWC sees reliability improvement
Global schedule reliability improved by 3.8 percentage points M/M in May 2024, to the highest point YTD of 55.8%. On a Y/Y level however,...
jamesmiller806
Jul 4, 20242 min read
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