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Journal.


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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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