Global Liner Schedule Reliability

NEW: port-port schedule reliability factsheet

Get schedule performance for the port pair of your own choosing.

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Covering April 2012 - including Africa, Mid-East, India

Based on SeaIntel Maritime Analysis' proprietary reliability database. In July '11 to April '12 covering:

The report contains 69 detailed tables outlining schedule reliability globally, by tradelane and by individual service - split by the 52 carriers covered. Download brochure here.

Contact SeaIntel to discuss creation of specific data extracts pinpointing schedule performance precisely where you need the information. Our industry leading reliability database will allow shippers a detailed view into the service performance of prospective service providers, and it will allow container carriers a detailed view at their own performance vis-a-vis their competitors.

SeaIntel Sunday Spotlight

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SeaIntel Sunday Spotlight this week:

- Detailed analysis of carriers' vessel deployment in the coming 12 weeks on South America-Europe shows overall significant capacity fluctuations, however reefer capacity from ECSA is remarkably stable.

- We combine the actual liftings for the top-20 carriers with information on their schedule reliability, and thereby obtain estimates for the shippers' additional capital costs related to lack of schedule reliability. Year-to-date development indicate potential added capital costs for shippers of up to 0.5 bn USD in 2012.

- We test whether the "conventional wisdom" that reefer-heavy trades are seeing a higher vessel speed in order to provide a faster product.

Content list of previous issues:

Issue 60, 13 May 2012

- WEEKLY CAPACITY VARIABILITY - Significant changes in weekly capacity over the next 12 weeks from Asia to Europe

- TOP CARRIERS BY LIFTINGS - Polarized development seen in small carriers

- US EAST COAST TO SOUTH AMERICA RATE DEVELOPMENT - Declining rates, but ECSA versus WCSA spread is constant

- CARRIER IN FOCUS: ARKAS LINE

- SERVICE CHANGES: New Asia-USEC service, but closure of Maersk's Andean service

- THE TEST - PART 3

Issue 59, 6 May 2012

- RATE DEVELOPMENTS - The carrier push continus - but momentum appear to wane, and 0% success on Pacific EB on May 1st

- ARE WE DUE FOR AN INVENTORY CORRECTION? - US inventories may provide a boost to demand - depending on data interpretation

- CARRIER IN FOCUS: X-PRESS FEEDERS

- SERVICE CHANGES: 10% capacity injection on Asia-US East Coast as G6 abstains from injections into Asia-Europe

- THE TEST - PART 2

Issue 58, 29 April 2012

- CURRENT USE OF THE ULCV'S - 6.6% not operating on Asia-Europe services

- FURTHER POTENTIAL FOR BULK CONVERSION - Large volume potential on backhauls

- GLOBAL DEMAND AND RATE DEVELOPMENTS - Back haul growth outpacing head haul growth. 50% of trades see rate decreases, 50% see rate increases

- SERVICE CHANGES: New Asia-North Europe service to be launched - recent reductions more than negated

- THE TEST

Issue 57, 22 April 2012

- NEW MARKETS AND CONNECTIVITY - Ample areas of opportunity for the carriers

- RATE INCREASES AND GAME THEORY - Wolf's dilemma provides a very good description of events and drivers

- CO2 CALCULATORS - UPDATED WITH NEW G6 SERVICES? - Calculators generally not updated, difficult to see they add value

- SERVICE CHANGES: CMA CGM deviates from the joint agreement with MSC

- PASSING OF A LEGEND

Issue 56, 15 April 2012

- WHO WON THE RATE WAR - From a global perspective, Hanjin won - but at a cost

- MOST RELIABLE CARRIERS AND PORTS - Seen over 9 months, which carriers are the most reliable - and which ports enjoy the highest degree of reliablity?

- CONTAINER SHIPPING IN 2050 - What awaits us in the middle of the century?

- SERVICE CHANGES: Capacity reductions and increased transit times in Asia-WC South America

- SEMANTICS?

Issue 55, 8 April 2012

- ENVIRONMENTAL ASPIRATIONS - Exclusive to Sunday Spotlight: Hamburg Süd announces a target to reduce CO2 emissions by 26%

- IMPACT OF MEGACITIES - 7 new megacities emerging by 2025. 60-100 will be present in 2050

- CONTAINER RAIL FROM CHINA TO EUROPE - Overland rail is feasible, but a niche operation

- SERVICE CHANGES: More capacity to Montreal and Zim to improve Black Sea product

- FIRST MOVER DISADVANTAGE?

Issue 54, 1 April 2012

- VALUE OF MARKETING - Focus on processes and not systems

- DWELL TIME IN EAST AND WEST AFRICAN PORTS - Mombasa has longest dwell time, Dakar has shortest

- TEU*MILES DEVELOPMENTS - Carriers moved 3 million TEU to the moon in 2011. Negative outlook for 2012.

- SERVICE CHANGES: MSC and SCI to significantly reduce Europe-India capacity

- EMERGENCEY?

Issue 53, 25 March 2012

- RELIABILITY IN PACIFIC ALLIANCES - Analysis of operators in individual VSAs shows who benefits and who is penalized

- WEST AFRICAN TRADE BARRIERS - Bribes paid for road transport exceed the ocean freight on a unit distance basis

- EUROPE RATE DEVELOPMENTS - Contract rates about to rise significantly - but not quite to peak-2010 levels

- SERVICE CHANGES: Competition heats up on Asia-Houston direct service

- PLAYING THE GAME

Issue 52, 18 March 2012

- TIME AT SEA VERSUS AT PORT - CKYH Alliance has most efficient network

- DEVELOPMENTS IN SCHEDULE RELIABILITY - Depending on customer needs, carrier reliability can be both good and bad

- SHIPPER AND FORWARDER EXPECTATIONS IN THE US - Positive outlook for 2012 from both retailers and forwarders

- SERVICE CHANGES: Grand alliance to use small vessels in the Pacific

- UNPAID BILLS

Issue 51, 11 March 2012

- COST OF THE PRICE WAR IN 2011 - The price war in itself cost the carriers 11.4 billion USD

- THE IMPACT OF DEMOGRAPHICS - Europe to be slowed by population while India and Brazil get a boost

- CHANGES IN OWN VS CHARTER RATIO - No systematic increase in sale-and-lease-back arrangements in 2011

- SERVICE CHANGES: MSC to use mega-vessels on the Pacific

- BIG HAROLD

Issue 50, 4 March 2012

- PACIFIC ENVIRONMENTAL CHOICES  - A large avererage shipper could cut CO2 emissions by 45%

- AFRICAN SCHEDULE RELIABILITY - Whilst reliability is not high, significant differences abound across carriers

- GETTING A QUOTE FROM LARGE FORWARDERS - 25% provided a quote. 49% ignored the shipper completely

- SERVICE CHANGES: New vessels nagating part of capacity reductions

- BIG VESSEL IMPACT

Issue 49, 26 February 2012

- GETTING A QUOTE FROM A CARRIER - Most carriers do not respond. MSC responded in 3 minutes. Hapag Lloyd responded to 100% of all requests.

- SPOT VERSUS CONTRACT RATE DEVELOPMENT - Asia-Europe contract rates stand to increase only marginally in Q1 2012

- ECOMMERCE OFFERINGS BY THE CARRIERS - Functionalitieis focused on the start of the shipment process. Few offerings at the end of the shipment process

- SERVICE CHANGES: New World Alliance's new AEE service brings considerable improvements

- PLEASE CALL ME?

Issue 48, 19 February 2012

- 1-DAY DELAYS ARE INCREASING - Reduced global reliability due to 1-day delay increase

- RATE DEVELOPMENT 2012 - Significant gap between forward curves and rate announcements

- ASIA-EUROPE LARGE COMPETITIVE PRESSURE - Analysis of 1247 tradelanes show Asia-Europe has higher competitive pressure than Transpacific - and ample niche opportunities

- SERVICE CHANGES: Large capacity injection in store for Europe-South America

- GAME CHANGE?

Issue 47, 12 February 2012

- PACIFIC PRICE DIFFERENTIAL  - Different competitive pricing mechanism between US East Coast and US West Coast

- PORT DEVELOPMENTS 2011 - Slow demand growth in 2011 also reflected in port handling volumes

- INJECTIONS OF LARGE VESSELS 2012-2015 - The pressure is on G6 and CKYH/Evergreen/CSCL

- HORSE TRADING

Issue 46, 5 February 2012

- FREIGHT RISK MANAGEMENT - BAF, CAF and fixed contract rates prove unreliable as risk management tools

- SHIPPER PERCEPTION OF CARRIER BRANDS - Shippers mention "good service" for 7 out of 9 carriers

- NICHE MARKETS IN THE TRANSPACIFIC - Analysis of 627 tradelanes show ample niche market opportunities

- YAS - YET ANOTHER SURCHARGE

Issue 45, 29 January 2012

- SHIPPERS SAVED 3.5BN usd IN 2011  - Carriers need to increase BAF evenues by 5.7bn USD in 2012 compared to 2010 to mitigate oil exposure.

- USEC VS USWC RATE DIFFERENCE TO INCREASE - Recent changes in Asia-Europe have balanced the Med versus N.Europe rate difference

- NEGOTIATION TACTIVS OR REALITY?

Issue 44, 22 January 2012

- INCREASED SPREAD IN CAF CHARGES ACROSS CARRIERS - Carriers stand to gain 100 million USD in added CAF through their changed BAF formulas.

- THE NATURE OF PRICE CHANGES - rate change asymmetry rooted in different ways of utilizing pricing power. Contract adherence has declined significantly in the past 4 years.

- CARRIER MOBILE SITES - Carriers' mobile sites not working on all platforms, and some not showing easily

- HAPPY CHINESE NEW YEAR

Issue 43, 15 January 2012

- COLLAPSE OF EUROPEAN IMPORTS - Rate declines in line with previous spot rate predictions. Stable trades to come under pressure in 2012.

- GOT AN APP FOR THAT? - SOME CARRIERS DO - 87% of the carriers do not offer mobile solutions.

- US CONSUMER DEMAND OUTLOOK - Outlook for Q1 2012 does not support optimism

- JAMES DEAN IN LINER SHIPPING?

Issue 42, 8 January 2012

- RATE INCREASES IN THE PAST 4 WEEKS - Announced increases were 95-99% successful, but are they perception or reality driven?

- SPOT RATES IN 2012 - Main head haul rates appear to have bottomed out

- NEWS SECTIONS ON CARRIER WEBSITES - The majority of carriers do not regard their website as a prime comunication channel

- THE COST OF LATE DATA

Issue 41, 1 January 2012

- SOUTH AMERICA SUPPLY/DEMAND DEVELOPMENTS 2010-2012 - Slight overcapacity issues. Major consolidation "war" expected before 2015

- EXPECTATIONS FOR 2011 - AND THEN REALITY - Market players actually expected a challenging 2011

- SUDDEN REBOUND

Issue 40, 25 December 2011

- TRANSPACIFIC SUPPLY/DEMAND DEVELOPMENTS 2010-2012 - Significant overcapacity despite removal of services

- TRANSPACIFIC SUPPLY-DEMAND BALANCE IN 2015 - Similar to Asia-Europe, something has got to give

- TOO PESSIMISTIC OR TOO OPTIMISTIC? - We may be in for a quick recovery - or it may be even worse than we think...

- A BALANCING ACT

Issue 39, 18 December 2011

- ASIA-EUROPE SUPPLY/DEMAND DEVELOPMENTS 2010-2012 - Recent withdrawals insufficient to match demand situation

- ASIA-EUROPE SUPPLY-DEMAND BALANCE IN 2015 - Something has got to give

- ASIA-EUROPE: INDIRECT EFFECT ON MIDDLE EAST - Transshipment ports stand to gain

- NEW ALLIANCES?

Issue 38, 11 December 2011

- LARGE Q4 RATE DECLINE EXPECTED - Q4 carrier results for Asia-Europe will see significant worsening compared to Q3

- PACIFIC PRICE SPREAD NOW REMOVED - Large price declines from China to USEC eliminates 18 months of increased spread

- EUROPE PORT AVAILABILITY FOR +10.000 TEU VESSELS - Only few options available for new generation of ultra-large vessels

- EUROPEAN SLOWDOWN

Issue 37, 4 December 2011

- MSCMA - THE NEW ALLIANCE - The establishment of the industry's largest alliance will become a challenge for smaller carriers

- CALLING INTO THE VOID - PART 2 - Making 730 calls to 30 forwarders reveal both differences and similarities to the carriers. 15% of the calls went unanswered or the number did not exist

- INSTANT ONLINE QUOTES - 17 sites promises instant freight quotes. Only 6 sites deliver, and only 3 are competitive

- GENERATIONAL CHANGE?

Issue 36, 27 November 2011

- CALLING INTO THE VOID  - Out of 705 phone calls placed to carriers, 132 were either non-existant or went unanswered

- COMPETITIVE LANDSCAPE FOR AFRICA SERVICES - A few plaers are relatively dominant in terms of supply

- ASIA-EUROPE VESSEL SIZE EXPANDING RAPIDLY - Average vessel size for big vessels expanding at double the long-term rate

- NEXT STEP IN THE GAME

Issue 35, 20 November 2011

- VANISHING CARBON EMISSIONS  - Carbon calculators cannot be compared - and only account for 60% of the emissions on the Transpacific

- VESSEL ARRIVALS BY THE HOUR - Carriers with high global reliability are likely to have most delays being less than 15 hours

- PORTS ARE FEELING THE PAIN  - 2011 started well, but handling is now in decline in many ports

- WHO PICKS UP THE BILL?

Issue 34, 13 November 2011

- CARRIER RESULTS Q3 2011 ON MAIN TRADES - The strategic "game" unfolds

- ORGANIC GROWTH VERSUS ACQUISITION GROWTH - MSC are masters of organic growth, Hapag Lloyd successfully used an acquisition to boost growth going forward, Evergeen's organic growth is below market growth

- A STORM COMING IN 2012 ON ASIA-EUROPE?  - Forward curve pricing for 2012 just reduced significantly

- SIZE OR PROFITABILITY?

Issue 33, 6 November 2011

- ASKING CARRIERS AN ENVIRONMENTAL QUESTION - A simple question posed by a customer shows significant gap between carriers' global and local communication

- SCHEDULE MISMATCH BRINGS CONFUSION TO THE MARKET - Partners, physically onboard the same vessel, are displaying different schedules

- RAPID DECLINE IN EQUIPMENT PRICES - Equipment shortages did not occur

- LIMBO PRICING

Issue 32, 30 October 2011

- WANT A QUOTE? USE A PORTAL - Much easier to get quotes from forwarders through shipping portals than direct from carriers

- STRATEGIC MARKET OUTLOOK FOR 2012 - The current rate downturn is structurally different than in 2009. The current situation seems to be more "engineered" wit strategic intent.

- THE END OF THE LINE?

Issue 31, 23 October 2011

- SOCIAL MEDIA IN CONTAINER SHIPPING - 150 carriers and NVOCCs analyzed. We see missed opportunites and loss of brand control.

- TRANSATLANTIC FREIGHT RATE DEVELOPMENTS - Rates are stable at pre-crisis levels and holding firm India

- SCHEDULE RELIABILITY INTO NORTH AMERICAN PORTS - Miami and Charleston ports enjoy the highest schedule reliability

- COMPANIES EMPLOY PEOPLE

Issue 30, 16 October 2011

- PANAMA EXPANSION 2014 - ENVIRONMENTAL IMPROVEMENTS?  - Carbon footprint improvements depends on deployment on the US West Coast

- MIDDLE EAST/INDIA FREIGHT RATE DEVELOPMENTS - India/ME to Europe rates have been relatively strong, but Asia to U.A.E. is weak

- SCHEDULE RELIABILITY INTO EUROPEAN PORTS - Major differences seen between ports

- STEPPING UP CASCADING

Issue 29, 9 October 2011

- SOUTH AMERICA AND AFRICA RATE DEVELOPMENT  - Some emerging markets now poised for rate declines

- PANAMA EXPANSION 2014: DRIVERS OF SHIFT TO EAST COAST - Labor unions, business climate and population will be significant drivers

- CARRIER RELIABILITY INCREASES SLIGHTLY IN SEPTEMBER - Maersk Line takes over as best global performer

- PREPARING FOR PRICE WAR?

Issue 28, 2 October 2011

- COST OF PIRACY - Container shippers now pay 1.8 billion USD annually as a consequence of the Somali pirates

- BIG DIFFERENCES IN CARRIERS' WEBSITE USAGE AND PRIORITY - Detailed analysis reveal carriers' de-facto prioritisation on the web channel

- LIMITED RESPONSES FROM INTRA-ASIA CARRIERS - Getting rate quotes by email or online forms is highly unsuccessful in Intra-Asia

- PACIFIC RATE INCREASES NOW GONE

Issue 27, 25 September 2011

- OILPRICE IMPACT ON SPOT RATES  - Asia-Europe rates at historical low. all carrier attempts at increases failed.

- ENVIRONMENT PLAYS NO ROLE FOR NVOCCS CHOICE OF CARRIER - Quantified environmental scores show that NVOCCs on Shanghai-Los Angeles do not have environmental concerns as a key parameter.

- INCREASING NVOCC FRAGMENTATION - fragmentation tightly linked to forwarder penetration

- TALKING THE MARKET UP

Issue 26, 18 September 2011

- DAILY MAERSK - HOW IS IT DONE?  - Everything has changed - and nothing is changed. "There is no spoon"

- THE LINK BETWEEN RELIABILITY AND AVERAGE DELAY - By choosing carriers with low reliability, shippers get "hit" twice

- FORWARDERS GAINING MARKETSHARE IN SMALL SHIPMENTS - carriers see erosion of pricing power resulting from small shipers going to forwarders

- THE STAKES JUST GOT HIGHER

Issue 25, 11 September 2011

- GLOBAL SCHEDULE RELIABILITY - SeaIntel launch comprehensive index.

- FREIGHT RATE INDEX CORRELATIONS - The two new indices - TSA and WCI - show significant deviance to the "old" indices. SCFI indicates Asia-Europe rates bottoming out.

- THE GOT A QUESTION? DON'T USE THE CARRIERS' WEBFORMS - It is a 50/50 chance whether you will get an answer

- BATTLE FOR SURVIVAL

Issue 24, 4 September 2011

- 5 FREIGHT RATE INDICES - Definitions not always aligned with the stated aim of the index. TSA index has methodological issues

- PANAMA: US INLAND CONTAINER FLOWS - No major shifts seen in past 7 years, but large potential

- THE VALUE OF INFORMATION

Issue 23, 28 August 2011

- PANAMA EXPANSION 2014 – Main US ports investing in preparation for new tonnage

- RESULTS FROM ONLINE CARBON FOOTPRINT CALCULATORS – Hanjin systematically has a lower carbon footprint than Hyundai Merchant Marine

- INCREASING FORWARDER PENETRATION IN US IMPORTS

- ECOMMERCE BOOST

Issue 22, 21 August 2011

- SMALL FORWARDERS = GOOD RESPONSE – New shippers get served very well by smaller forwarders

- CARRIER Q2 TRADELANE RESULTS – A detailed look at tradelane developments reveals significant differences, and a weakening in all tradelanes

- ASIA TO US CONTAINER VOLUMES DECLINING RAPIDLY – Negative volume development between -5% and -10% in the past few months

- ARE CUSTOMERS A BURDEN?

Issue 21, 14 August 2011

- PORT LABOR UNIONS IN THE US – ILA vows to fight automation on US East Coast terminals

- DEVELOPMENT OF THE FREIGHT DERIVATIVES MARKET– Still in its infancy, the freight derivatives market is still growing

- GEOGRAPHIC SHIFTS IN CONTAINER CARRIER CONTROL – European carriers control 50% of the top-50 carriers. North American control reduced to 1%

- THE DIFFERENCE BETWEEN WORDS AND ACTION

Issue 20, 7 August 2011

- IMPACT OF BAF ON RATE DEVELOPMENT – Pacific trade remains in rapid decline – Asia-Europe has leveled off

- THE COST OF MAKING SHIPPING CARBON NEUTRAL – Making Asia-US Container shipping carbon neutral would cost 384M USD annually. The carriers’ usage of different footprint calculation methods raises questions.

- MAINLAND CHINESE CARRIERS ON THE RISE – Global share increased 50% in 10 years

- A PREDICTABLE TRAGEDY

Issue 19, 31 July 2011

- CALLING TO GET A QUOTE – A small shipper obtains only 12 quotes from calling 61 companies

- LARGE DIFFERENCE IN CARRIER APPROACHES TO CSR – Approaches range from comprehensive to non-existent amongst 25 carriers

- SIGNIFICANT CARRIER LOSSES STILL ON THE TABLE FOR 2011 – SeaIntel’s forecast of revenue losses from March 2011 still on track

- FIGHTING AUTOMATION?

Issue 18, 24 July 2011

- FEELING THE PAIN – The number of services being pulled is increasing – but we are likely only seeing the beginning

- THE DWINDLING INFLUENCE OF JAPANESE CARRIERS – The combined market share of the 3 main Japanese carriers has been cut in half

- TOUGH TIMES AHEAD – Macroeconomic indicators point toward tough times for container shipping

- THE COST OF LOW RATES

Issue 17, 17 July 2011

- HIGHLY VOLATILE MARKETS AHEAD – Structural changes in the market likely to amplify market volatility

- RANKING OF SCHEDULING TOOLS: SMALL CARRIERS – Smaller carriers generally have less user-friendly online scheduling tools

- PURELY ONLINE CONTAINER SHIPPING – Several companies offer online container shipments

- LOST IN THE FOG?

Issue 16, 10 July 2011

- SIGNIFICANT TIME-AT-SEA DIFFERENCES ACROSS CARRIERS – Despite larger capacity, Maersk Line vessels spend up to 21% less time in port compared to the alliances

- SPOT VERSUS CONTRACT RATE VOLATILITIES – Spot is more volatile, however provides an insight into the amount of contractual volume not maintaining fixed contractual rates

- RANKING USER EXPERIENCE OF CARRIERS’ SCHEDULE TOOLS – Most carriers provide good overview of schedules – but key information is often missing

- THE PAIN IS SHOWING

Issue 15, 3 July 2011

- SPOT VERSUS CONTRACT RATE ON 11 CHINESE EXPORT TRADES – Spot is leading indicator, but some trades see higher correlation than others

- TERMINAL HANDLING CHARGES – Unlike other surcharges such as CAF and detention/demurrage, THC is highly aligned

- FLEET CAPACITY VERSUS LIFTED VOLUME 2010 – Carrier ranking based on moved containers rather than capacity

- DO CORRELATIONS MATTER?

Issue 14, 26 June 2011

- TOP-75 CONTAINER PORTS’ ENVIRONMENTAL PERFORMANCE – The top-20 container carriers have been benchmarked – but how about the major ports?

- DETENTION/DEMURRAGE SHOW LARGE DIFFERENCES – Penalty charges will in some cases quickly exceed the full freight rate paid

- CHARTER RATES FOLLOWS IDENTICAL CYCLICAL PATTERNS – Analysis of the 5 latest business cycles reveals increasing volatility in the cycles

- BEWARE OF SURCHARGES

Issue 13, 19 June 2011

- LARGE NVOCCS MORE VOLATILE THAN CARRIERS – Volume developments more volatile than for large carriers, but some are also gaining share

- THE JUNGLE OF SURCHARGES – Global shippers need to be aware of 541 different surcharges for just one carrier

- ENVIRONMENTAL FOCUS OF THE MAIN FORWARDERS – Top-20 Carriers’ have been benchmarked – but how about the main forwarders?

- BENCHMARKING TOP-20 CARRIER ENVIRONMENTAL PERFORMANCE

Issue 12, 12 June 2011

- THE CHALLENGES OF GETTING A PRICE – Only 20 out of 60 quote requests provided a result, with carriers and NVOs equally unlikely to provide a quote

- BASE RATES ARE NOW CLEARLY NEGATIVE – Based on carrier quotes, it is now clear that base rates are negative

- JUST HOW EASY IS IT?

Issue 11, 5 June 2011

- SPOT RATES MAKE CORRECT FORECAST – SeaIntel’s model launched 6 weeks ago accurately predicted the new contract freight rate data

- CONTROL OF 10.000+ TEU TONNAGE – Top-3 plus CKYH alliance to dominate Asia-Europe

- SIGNIFICANT DIFFERENCES IN LOCAL OFFICE PRODUCTIVITY – Major carriers clearly show varying approaches to local office support

- SAVINGS POTENTIAL IN DEPLOYMENT

Issue 10, 29 May 2011

- SIGNIFICANT DIFFERENCES IN CAF – Asia-Europe CAF price spread has more than doubled

- CARRIERS ENTERING AND LEAVING IN THE PAST 2 YEARS – The turmoil of the past two years has resulted in many new players

- RECENT ASIA-EUROPE SPOT RATE DEVELOPMENTS – Rate increases postponed while spot rates keep sliding. Base rates below 100 USD/FFE.

- THE EFFECTS OF DEREGULATION

Issue 9, 22 May 2011

- INDIA – GROWTH OPPORTUNITIES – Indian container growth outpacing global growth

- NETWORK DESIGN AS A COMPETITIVE PARAMETER IN PACIFIC – Maersk Line/MSC/CMA CGM with clear unit cost advantage

- A DIFFERENT LOOK AT CARRIER PROFITABILITY – Measuring value created per unit of potential production capacity

- THE SIZE OF NVOCCS

Issue 8, 15 May 2011

- CARRIER Q1 RESULTS DECLINING – Full impact of rate decline will not be seen until Q2

- MSC AND MAERSK LINE INCREASES AFRICA-US DOMINANCE – Galborg and Grimaldi the only niche carriers gaining significant share. Universal Africa Lines and Nordana under pressure.

- US INVENTORIES POISED TO BOOST PACIFIC VOLUME – Especially clothes imports are likely to increase in order to replenish inventories

- SIZE MATTERS

Issue 7, 8 May 2011

- BAF INCREASES IN Q3 2011 – Significant increases expected on Pacific – Maersk Line BAF to increase significantly more than TSA carriers

- IMPACT OF EARTHQUAKE ON JAPAN – Container volume only significantly impacted for 8-10 days

- EUROPEAN TRADES OF OPPORTUNITY – Despite Asia-Europe rate decline, other trades show good opportunities

- OPPORTUNITIES ABOUND IN THE MARKET

Issue 6, 1 May 2011

- PACIFIC SHIPPERS ASKED TO PAY LIQUIDATED DAMAGES – Non-delivery of MQCs results in 23 million USD claim

- EAST AND SOUTH AFRICA CONTAINER TRADE BOOMING – Some trades see very limited involvement from top-20 carriers

- CARRIER CONSOLIDATION TRENDS – Alliances losing ground Top-3 carriers and Chinese gaining rapidly

- CONTRACTUAL STRINGENCY VERSUS ADHERENCE

Issue 5, 24 April 2011

- CTS AND SCFI RATE INDICES HIGHLY CORRELATED – SCFI is a leading indicator for CTS developments

- EU MANIFEST FILING COSTS – The new EU manifest filing rules will cost shippers more than 200 million USD annually

- CASCADING CAPACITY INTO THE FAR EAST – MIDDLE EAST – Significant increases in vessel sizes expected

- ANALYSIS VERSUS CONJECTURE

Issue 4, 17 April 2011

- CHINESE NEW YEAR SLUMP 2011: STRONG RUSH AND DEEP SLUMP – Up to 30% growth in rush, down to 31% decline in slump

- ASIA-N. EUROPE BAF ERODED BY BASE RATE DECLINE – Asia-N. Europe spot rate excluding BAF has declined 742 USD/TEU in 6 months

- COST OF PIRACY – Shippers to pay more than 1 billion USD annually in container surcharges

- CARRIERS TO RAISE ASIA-EUROPE RATES?

Issue 3, 10 April 2011

- PACIFIC BAF IS A COMPETITIVE ADVANTAGE FOR LARGE CARRIERS – 1 April BAF to USWC neither fully implemented nor fully compensatory for all

- CONTAINERLINES ARE LARGELY INVISIBLE ONLINE – Search for “ship my container” online and none of the top-20 carriers are within the top-90 search engine hits

- COMPETITION HEATS UP ON ASIA TO WEST COAST SOUTH AMERICA – Both volume and vessel sizes stand to be increased significantly

- TRANSPACIFIC CHALLENGES

Issue 2, 3 April 2011

- CARRIERS FACE AN OPPORTUNISTIC CARGO BASE WHICH HAS INCREASED 33% - Forwarders and NVOCCs increasingly switch carrier

- MANILA-USA CARGO TRANSPORTED 11.5 MILLION KILOMETERS MORE THAN GEOGRAPHICALLY NECESSARY – Carrier hub-and-spoke deployments drastically increase distances for Philippine cargo

- ACTING IN YOUR SELF-INTEREST DOES NOT ALWAYS SERVE YOUR SELF-INTEREST – A look at behavior and developments in the container markets

- THE CHICKEN AND THE EGG

Issue 1, 27 March 2011

- IMPACT OF DECLINING RATES - Barring action, carriers head for 2011

- NICHE MARKET OPPORTUNITIES FOR 50% OF CORRIDORS - Significant opportunities available in geographic niche trades

- PACIFIC SHIPPERS "OWE" CARRIERS USD 247 MILLION IN BAF - As BAF is adjusted with up to 4 months lag time, shippers have gained cashflow

- WELCOME TO THE SUNDAY SPOTLIGHT

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