Sea Intelligence

Assessing round-of-Africa routing disruptions on deployed capacity

The significant disruptions in services due to the round-of-Africa routing naturally raise questions about the impact on deployed capacity.

Here comes Sea-Intelligence’s Trade Capacity Outlook database, which shows the differences in offered capacity between the immediate pre-crisis and the present situation.

The following figure illustrates, for each of the four major East/West trades out of Asia, the cumulative change in offered capacity over the fill period from mid-December to the present...

https://container-news.com/assessing-round-of-africa-routing-disruptions-on-deployed-capacity/

Maersk and 2M stand out in 2023 schedule reliability rankings

According to Sea-Intelligence, the annual global schedule reliability experienced a notable increase of 19.5 percentage points (PP), rising from 42.6% to 62.1% by the end of 2023. Despite this substantial improvement, it only managed to reach the level observed in 2020 and remains below the 70%-80% range seen in the years 2012-2019.

A concerning trend is the month-on-month (M/M) decline in schedule reliability throughout the fourth quarter of 2023, likely to persist into January 2024 due to the...

https://container-news.com/maersk-and-2m-stand-out-in-2023-schedule-reliability-rankings/

Contrasting schedule reliability in Taiwan’s container lines

Sea-Intelligence has released the 149th issue of the Global Liner Performance (GLP) report, providing schedule reliability data up to and including December 2023 and covering schedule reliability across 34 different trade lanes and 60+ carriers.

“Source: Sea-Intelligence.com, GLP Report, issue 149”
“Source: Sea-Intelligence.com, GLP Report, issue 149”

Amid the Red Sea crisis, December 2023 witnessed a substantial -5.0% points month-on-month drop in global schedule reliability, marking the most...

https://container-news.com/contrasting-schedule-reliability-in-taiwans-container-lines/

Red Sea crisis expected to spike vessel emissions

As the Red Sea conflict intensifies, it becomes evident that we might be in it for the long haul, forcing shipping lines into round-of-Africa routings for the foreseeable future with a direct consequence of an increase in CO2 emissions, according to Sea-Intelligence.

The Danish analysts said there are three important elements to consider:

  • Increase in emissions due to longer sailing distances
  • Potential increases due to faster sailing speeds (to maintain weekly departures)
  • If there is a shift from...

https://container-news.com/red-sea-crisis-expected-to-spike-vessel-emissions/

Red Sea Crisis marks second largest capacity drop after Ever Given grounding

Sea-Intelligence reports that the Red Sea crisis has been going on for a month now, and the current service networks are clearly in flux, with a lot of uncertainty, especially on the services going from Asia to Europe.

Danish analysts noted, “Using our Trade Capacity Outlook report, we can compare the present changes with normal volatility, as well as with the market disruptions over the past few years.”

Source: Sea-Intelligence.com, Sunday Spotlight, issue 647

The red circles are all marking...

https://container-news.com/red-sea-crisis-marks-second-largest-capacity-drop-after-ever-given-grounding/

Sea-Intelligence sees major short-term impact of Red Sea crisis on container capacity

The ocean carriers find their service networks extremely volatile and prone to rapid alterations, as the Red Sea crisis is still ongoing and the developments are changing daily.

The transit times will logically increase with the round of Africa routing and it will be a bit more than a week longer from Asia to North Europe, and up to two weeks longer into the Mediterranean.

“Whilst this is certainly a serious problem for many shippers, we should keep in mind that these disruptions are no way near...

https://container-news.com/sea-intelligence-sees-major-short-term-impact-of-red-sea-crisis-on-container-capacity/

Red Sea crisis: Switch to round-Africa affects required vessel capacity and transit times

Sea-Intelligence has noted that this week saw a sharp escalation of the security situation in the Bab-al-Mandeb strait off the coast of Yemen.

In its latest report, the Danish analysis firm said that multiple vessels have now been attacked off the Yemeni coast by the Houthis resulting in several major box lines placing their vessels on hold to not pass the Red Sea, rendering the Suez routing unavailable for an unknown period.

“While the impact of this will be on multiple trades, particularly...

https://container-news.com/red-sea-crisis-switch-to-round-africa-affects-required-vessel-capacity-and-transit-times/

US ports losing direct access to South America, reports Sea-Intelligence

Even with the underlying services from North America-East Coast South America & West Coast South America unchanged pre- and post-pandemic, the number of total and distinct port-pair connections decreased substantially during the latter stages of the pandemic, according to the latest Sea-Intelligence report.

“Had the total port-pair connections decreased while the distinct port-pair connections remained stable, we would have attributed this decrease to blank sailings. However, since both metrics...

https://container-news.com/us-ports-losing-direct-access-to-south-america-reports-sea-intelligence/

Covid changed port-pair connections on Europe-NAEC trade

The pandemic changed the total number of port-pair connections on the Europe-North America East Coast (NAEC) trade, according to Sea-Intelligence report.

In the first half of 2019, the total number of port-pair connections was relatively stable, hovering within 600-800 connections. The Covid-19 pandemic, however, seems to have hit North Europe-NAEC the most, as the total number of connections dropped significantly, before increasing back to the pre-pandemic level in 2023.

On the other hand,...

https://container-news.com/covid-changed-port-pair-connections-on-europe-naec-trade/

Maersk tops schedule reliability rankings, MSC and CMA CGM follow

In October, the global schedule reliability of ocean carriers remained steady at 64.4%, showing no month-on-month change, according to Sea-Intelligence report.

Except for the May increase, reliability has maintained a consistent range within 2% points since March 2023.

Meanwhile, schedule reliability has seen a significant uptick of 12.6% points year-on-year. Concurrently, the average delay for late vessel arrivals has risen by 0.33 days month-on-month, reaching 4.90 days. This month-to-month...

https://container-news.com/maersk-tops-schedule-reliability-rankings-msc-and-cma-cgm-follow/

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