Ocean carrier reliability just hit its lowest point since before the current alliance structure took effect, with typhoon-driven port congestion in Asia dragging Shanghai down to just 21% on-time arrivals in July.

In this episode, Lars Jensen and Caroline Weaver cover:

  • Global vessel reliability at 56% for July, and the 40 percentage point gap separating Gemini's 89.5% from Premier Alliance's sub-50% performance
  • NYFI's Asia-US sub-lane data, including Northeast Asia's role as a swing capacity market and a fresh split between US East and West Coast rates
  • Suez Canal normalization now at 19% of Asia-Europe capacity, and what it means for demand growth if that reaches 50%
  • A reopened split between 20-foot and 40-foot rates on the Trans-Atlantic Westbound lane, plus Q4 bunker and emissions surcharge changes

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