Danish maritime data company, Sea-Intelligence, analysed what the removal of capacity from the market (due to ship delays) means for the efficient development of the global fleet and its impact on the global supply/demand balance.
As a starting point, the company modeled the underlying structural development of the fleet, taking into account global fleet unavailability due to vessel delays.
“While the nominal fleet grew at a steady rate of roughly 4% Y/Y in 2020-2022, there was a substantial...
https://container-news.com/excess-global-demand-almost-eliminated-says-sea-intelligence/