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Journal.


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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Sea-Intelligence (June 26th, 2024) - US inventories data gave no warning of rate spike
New data from the US Census Bureau, detailing both sales and inventory changes in the US up until the end of April 2024, shows absolutely...
jamesmiller806
Jun 26, 20241 min read
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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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