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Journal.


Sea-Intelligence (June 13th, 2024) - Asia-Europe spot could exceed 20,000 USD/FFE
Spot rates continued to skyrocket this week and shippers are clearly getting anxious, in relation to how high rates may go. But the truth...
jamesmiller806
Jun 14, 20242 min read
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Sea-Intelligence (May 29th, 2024) - Brexit leads to 24% ETS North Atlantic savings
The EU carbon taxation scheme (ETS) took effect from January 2024. Very simply put, a tax must be paid for CO2 emissions for ships...
jamesmiller806
May 30, 20242 min read
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Sea-Intelligence – Press Release (May 8th, 2024) - Improved vessel delays may release more capacity
When vessel delays occur, a percentage of the global vessel capacity is effectively absorbed and hence unavailable to the market....
jamesmiller806
May 9, 20242 min read
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Sea-Intelligence – Press Release (May 1st, 2024) - MSC poised to increase size gap
When forecasting the future fleet sizes of shipping lines, it is a quite common to see an approach, where the current fleet size is...
jamesmiller806
May 3, 20242 min read
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Sea-Intelligence – Press Release (April 24th, 2024)- US consumer spending changes
Analysing the US consumer spending data (published by the US Bureau of Economic Analysis) allows us to see whether the subcomponents...
jamesmiller806
Apr 25, 20242 min read
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Sea-Intelligence – Press Release (April 17th, 2024) - Sharp drop in blank sailings
Spot rates have been declining steadily for several months now. The shipping lines can react to this in one of two ways.
jamesmiller806
Apr 17, 20242 min read
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Navigating the Perilous Roads: The Trials of UK Haulage Drivers
In the labyrinthine world of logistics, where goods traverse vast distances to reach their destinations
jamesmiller806
Apr 15, 20243 min read
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Sea-Intelligence – Press Release (April 2nd, 2024) - Major connectivity loss for the port of Hong Kong
One trend has become increasingly clear from the network overviews published by the alliances: Hong Kong is being rapidly deselected from...
jamesmiller806
Apr 3, 20242 min read
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Sea-Intelligence – Press Release (March 26th 2024) - USD 1.44bn EBIT loss (so far) in 2023-Q4
This Press Release is a follow-up to the one published on March 21st, where we discussed the 2023-FY results. Here, we will look at the...
jamesmiller806
Mar 27, 20242 min read
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Sea-Intelligence – Press Release (March 21st, 2024) - 2023 profitability close to pre-pandemic levels
In 2023-FY, all shipping lines saw sharp Y/Y decline in revenues, ranging between -46.6% and -62.6%. However, the annualised revenue...
jamesmiller806
Mar 20, 20242 min read
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