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Active Fleet Highest As Demand Wanes linerlytica.com/post/active-fl…

Matson 4Q earnings down 72% QoQ linerlytica.com/post/matson-4q…

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Evergreen reported 63% YoY fall in Jan+Feb revenue linerlytica.com/post/evergreen…

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Matson’s 1Q 2023 profit dropped 60% QoQ and 91% YoY. Surprisingly volume for the China route increased 6% QoQ. Yet Linerlytica data of #Matson's capacity utilization has seen marked improvement since last December while the voyage frequency has also increased since end of March.

According to Linerlytica’s estimates, slow steaming has helped to remove up to 6% of the effective vessel supply globally but the impact has started to reverse as average vessel speeds have picked up again after reaching its slowest level in January 2023. linerlytica.com/cms/content/im…

Linerlytica Liner Financial Dashboard are being published in the Linerlytica Monthly Market Pulse. Subscribe: lnkd.in/gqf9ZNHE

Wanhai cut down its capacity exposure to Transpacific trade from 35% to 25% during 23Q1 with most of cut taken place in the FE-WCNA route, where capacity utilization has been on decline.

The top 12 carriers have added 5% of additional capacity since Jan 2022 when spot freight rates peaked. Zim recorded the highest increase in percentage while MSC added a massive 695,000 teu in the last 18 months, for a 16.3% growth, in stark contrast to its closest rival Maersk

The container freight market has entered a new era of volatility with rates on a downward trend that will mirror the 2012-2016 period that culminated in the Hanjin Shipping bankruptcy in August 2016…

Labour dispute at the US West Coast ports caused just a blip to the port congestion… Subscribe to Linerlytica to track port congestion globally: linerlytica.com/subscription

Top-50 Container Liners by Operating Fleet: Key developments since 14 Nov 2022 edition:

There are signs that freight rates may have peaked. What could a liner, a shipowner, a forwarder already committed to slots/but no cargo do to lock in profitable freight rates through June next year? Use the CoFIF - container freight index futures.