The Loadstar · Sep 28, 2026
A surge in vessel delays, driven by typhoons and port disruption in Asia, has left 8.5% of the global container fleet effectively unavailable. New analysis from Sea-Intelligence suggests this equates to some 3m teu of vessel capacity – a fleet roughly equivalent in size to that of the world’s fifth-largest carrier. Schedule reliability fell to just below 50% in August, following an already sharp deterioration in July. Sea-Intelligence said reliability had fallen 12.7% ...
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Real friction: delays, added cost, or partial capacity loss.
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