7 posts
Linerlytica calls the 1 November Asia-Europe increases effectively doomed as carriers discount, while Sea-Intelligence records unprecedented East-West capacity.
A walkout by ILWU Local 26 watchmen at Los Angeles and Long Beach is expected to move to 4 November, as Drewry's composite falls 3% and a boxship sinks off Bulgaria.
Sea-Intelligence finds Asia-Europe double sailings above 2021 peaks as about 60% of capacity returns to Suez and the Drewry composite hits a 15-week high.
Xeneta puts weekly capacity across Bab el-Mandeb at 448,273 TEU, double the level six weeks ago, while carriers blank transpacific sailings to defend rates.
Xeneta's September scorecard puts global reliability at 27% on-time as congestion spreads from China into Southeast Asia and West Africa.
Schedule reliability measures how often container ships arrive on time. How the metric is built, what drove it to a 2026 low, and how shippers should read it.
Sea-Intelligence puts Asian port on-time arrivals at 32.3% in August as delays absorb 8.5% of global box capacity, with congestion lasting into 2027.