Sea-Intelligence

Sea-Intelligence has published issue 177 of the Global Liner Performance (GLP) report, with schedule reliability figures up to and including April 2026., and in April 2026, global industry schedule reliability increased by 0.4 percentage points M/M to 62.4%, making this the highest figure for 2026 so far. Maersk was the most reliable top-13 carrier in April 2026 with schedule reliability of 76.1%, followed by Hapag-Lloyd with 75.1%. Five carriers each were in the 60-70% and 50-60% ranges, while Wan Hai was the least reliable carrier in April 2026 with schedule reliability of 39.6%. For the full report, please contact info@sea-intelligence.com for a subscription #seaintelligence #containershipping #realibility #GLPreport https://lnkd.in/efMyyzfX

Our analysis of the financial and volume performance of the shipping lines in Issue 766 of the Sea‑Intelligence Sunday Spotlight shows that 2026‑Q1 presents a challenging financial landscape. Across the shipping lines that have so far reported on their financial figures, a combined EBIT of USD 1.35bn was recorded, substantially lower than the USD 5.47bn EBIT of 2025‑Q1. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #EBIT #profit #202501 https://lnkd.in/eB7xDaXs

Across the shipping lines that report on financial figures, a combined EBIT of US 1.35bn was recorded in 2026-Q1, which is substantially lower than the USD 5.47bn EBIT of 2025-Q1.  This is likely a result of considerably lower freight rates. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #EBIT #profit #202501

In issue 765 of the Sea‑Intelligence Sunday Spotlight, we analyzed the service‑level schedule reliability, and we found that the global average masks a deeply fractured market. Instead of uniform operations across all trade lanes, some trade lanes are seeing a high percentage of highly stable services, while others are experiencing a rise in highly volatile services. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #reliability #servicelevel https://lnkd.in/e6vA4Qn7

Recent spot rate increases are stronger than the usual slump after Chinese New Year, especially in the Transpacific. The change coincides with the outbreak of the Hormuz crisis, which has served to reverse the normal seasonality. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #StraitofHormuz #spotrates

In the latest issue of the Sea‑Intelligence Sunday Spotlight, we examined the North America West Coast (NAWC) container volumes for 2026‑Q1. While overall NAWC laden import volumes contracted by ‑3.9% Y/Y, this decline was highly localised to US‑based ports. The data revealed a northward migration of volumes that heavily favours the Canadian ports of Prince Rupert and Vancouver. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #growth #NAWC #Canada https://lnkd.in/dSX69rtd

Global container demand in March 2026 declined versus same month last year, driven by a combination of continuing US decline due to the trade war and the impact from the Hormuz crisis To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #delays #StraitofHormuz #growth #demand

In the latest issue of the Sea‑Intelligence Sunday Spotlight, we quantified and contrasted the structural impact of the Red Sea crisis and the Strait of Hormuz disruption. While it is easy to assume all geopolitical chokepoints impact global supply chains equally, the data reveals a stark contrast in how these two events have manifested operationally. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #reliability #RedSeaCrisis #Hormuz https://lnkd.in/dUjbGJ_J

Utilising pre-pandemic baselines, a comparative analysis reveals that while Cape diversions resulted in open ocean delays, the impact of the Hormuz blockade spilled over to adjacent transshipment hubs, catching unrelated trades as collateral. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #delays #StraitofHormuz #crisis

In issue 762 of the Sea-Intelligence Sunday Spotlight, we analysed the continuing impact of vessel delays on the operational availability of global container capacity. Based on the March 2026 Global Liner Performance data, it is evident that despite carrier efforts to improve schedule reliability, the market has not experienced a reversal to pre‑pandemic levels. Instead, global schedule reliability has settled into a lower range of 50‑65%, alongside an increase in the average magnitude of late vessel arrivals to roughly 5 days. To follow the Sunday Spotlight, please contact info@sea-intelligence.com for further information. #seaintelligence #containershipping #reliability #delay https://lnkd.in/dymn8xMJ