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Red Sea impact: Schedule reliability drops to 51.6%
2 March 2024 9:23 AM GMTCMA CGM was the most reliable top-13 carrier in January with schedule reliability of 54.7%
2023 schedule reliability up 19.5ppts; Drewry WCI down 4%
4 Feb 2024 5:30 AM GMTDrewry World Container Index (WCI) declined four percent to $3,824 per 40ft container to the week of February 1, 2024
Red Sea Impact: Schedule reliability drops to 56.8% in December
30 Jan 2024 2:36 PM GMTEvergreen most reliable top-13 carrier in December with schedule reliability of 63.6%
Red Sea crisis increases CO2 emissions
25 Jan 2024 1:29 PM GMTA one knot increase in speed, from 16 to 17 knots, will increase emissions by 14 percent: Sea-Intelligence
Houthis launch 2 missiles, Biden says US attacks ineffective
19 Jan 2024 9:51 AM GMTRed Sea crisis leads to 2nd largest capacity drop, says Sea-Intelligence; Drewry World Container Index up 23%
Schedule reliability drops in Nov, ZIM least reliable
29 Dec 2023 1:26 PM GMTWith 70 percent schedule reliability in November 2023, Evergreen was the most reliable top-13 carrier
Schedule reliability unchanged in October
2 Dec 2023 9:42 AM GMTMaersk was the most reliable among the top 13 carriers followed by MSC and CMA CGM
Carriers' earnings drop to pre-pandemic levels
28 Nov 2023 2:00 PM GMTCOSCO reports largest EBIT/TEU of $289 in Q32023 followed by Hapag-Lloyd with $64 and HMM with $52
Carriers running out of time to bring down capacity
23 Nov 2023 11:02 AM GMTCarriers are expected to announce a host of blank sailings to counteract supply-side growth
No sign of nearshoring as sailing distances increasing
10 Nov 2023 9:27 AM GMTA side-effect of nearshoring would be shortening of supply chains but not so close to eliminate container shipments
2028 is earliest for overcapacity absorption: Sea-Intelligence
26 Oct 2023 6:38 AM GMTLower demand growth, modest supply growth or lower structural factor could push 2019-level balance to 2030 or beyond
"Don't blame carriers' profits for inflation"
19 Oct 2023 6:53 AM GMTSharp drop in carrier profits in 2023 will add a deflationary component to world inflation, says Sea-Intelligence