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On a Y/Y level, schedule reliability in July 2024 was -12 percentage points lower.

Growth in inventories a continuation of a long-term trend that began in 2009 (with a temporary drop during the pandemic)

No sign of sudden U.S. spending boom; significant increase only in recreational goods and vehicles.

Maersk had a potential loss in revenue of $15.7 billion during 2020-2023, ZIM gained over $4 billion

Wan Hai was the most reliable top-13 carrier in April 2024 with schedule reliability of 59%

CMA CGM was the most reliable top-13 carrier in January with schedule reliability of 54.7%

Maersk was the most reliable among the top 13 carriers followed by MSC and CMA CGM

COSCO reports largest EBIT/TEU of $289 in Q32023 followed by Hapag-Lloyd with $64 and HMM with $52

Carriers are expected to announce a host of blank sailings to counteract supply-side growth

A side-effect of nearshoring would be shortening of supply chains but not so close to eliminate container shipments

Lower demand growth, modest supply growth or lower structural factor could push 2019-level balance to 2030 or beyond

Sharp drop in carrier profits in 2023 will add a deflationary component to world inflation, says Sea-Intelligence