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USMX says talks cannot happen on pre-conditions even as Biden backs workers; all eyes on how long the strike will last.

On Asia-Europe, MSC clearly will be offering the most direct port-port combinations.

Average delay for late vessel arrivals deteriorated, increasing by 0.04 days M/M to 5.19 days

On the Asia-North Europe route, blanked capacity is likely to be 5.9% for the coming 11 weeks

Strike threats at U.S. East and Gulf Coast ports may see importers accelerate efforts to protect ocean supply chains

Schedule reliability improves in February as Africa routings stabilise

Latest Liner Shipping Connectivity Index data from UNCTAD shows continuous decline in connectivity for Hong Kong

ZIM, Yang Ming and Wan Hai recorded EBIT losses in FY2023; four shipping lines had EBIT of over $1bn

Spot rates from Far East into the U.S. have softened since last round of GRIs were implemented at the start of February

Europe-Indian Subcontinent trade is by far the most impacted; trade between Far East and North America least impacted

With 71.3% schedule reliability in September, Maersk and Hamburg Süd were the most reliable top-14 carriers

Blanked capacity on Asia-North Europe is now at 19.9%, which is higher than the 2017-2019 period.