Linerlytica

Come join us at Suntec, Singapore on 24 March starting from 15:30 if you are in ocean procurement, pricing or trading futures/derivatives. RSVP: PM me or scan the QR code to register. Tan Hua Joo Peter Tirschwell Tiger Shi #linerlytica #shipping #containershipping #futures #CoFIF #derivatives

CMA CGM is testing Red Sea return... Read: https://lnkd.in/gDCNr3TF #linerlytica #RedSea #Suez

CMA CGM is testing Red Sea return... Read: https://lnkd.in/gDCNr3TF #linerlytica #RedSea #Suez

A ceasefire deal has been reached in Gaza. #linerlytica provides a vessel positioning map for each service along the four major east-west routes, allowing you to identify early signals of which services are beginning to test the Suez/Red Sea passage. So far, only in the Far East-Mediterranean trade have Akkon's Far East Services, which connect China and India with Turkey, and OCEAN's MED5 service, linking the Far East with East Mediterranean ports, regularly passing through the Suez/Red Sea route. Track the latest shipping routes live: https://lnkd.in/guG_py2t #linerlytica #CMACGM #Akkon #Gaza #Houthis #RedSea

Port congestion has become a recurring theme in analyses of the demand and supply conditions in the container shipping industry. Recently, nearly 9% of the global containerships have been stuck outside container ports. Who would have thought that Shanghai and Ningbo would become the most congested ports in terms of capacity waiting to berth? Meanwhile, Rotterdam and Antwerp rank among the top five in this situation. Track port congestion globally here: https://lnkd.in/gkt9VTve #linerlytica #Shanghai #Ningbo #Rotterdam #Antwerp #Busan #Oakland #Singapore #Hamburg #Bremerhaven #JebelAli #Santos #Colombo #Qingdao #Norfolk

Containership traffic on the Red Sea down by 70% since Houthi attacks began: The number of containership transits via the Red Sea has dropped by 70% since November 2023 when the Houthi attacks against commercial shipping started. The average number of monthly transits dropped from 606 in the first 11 months of 2023 to just 174 in 2024. When measured by total TEU capacity, the drop is even more severe at 91% as the average monthly capacity of containerships on the Red Sea has fallen from 5.9m teu last year to just 544,000 teu in 2024. Several carriers have retained their Red Sea transits... Read: https://lnkd.in/gFhXQsEn Track live routing of containerships in major east-west routes: https://lnkd.in/guG_py2t #linerlytuca #containershipping #redsea #supplychain

Container port congestion eased slightly last week with improvements coming mainly from Chinese ports while there was little change in the situation in Europe and North America. In China, the congestion is mainly concentrated in Shanghai and Ningbo which continues to see elevated vessel calls and container volumes with waiting times of up to 2 days. European port congestion also remains high with Hamburg, Rotterdam, Antwerp and London Gateway experiencing very high yard occupancy rates that has caused berthing delays of up to 4 days. In Canada, Vancouver and Prince Rupert continues to experience severe delays after the recent work stoppages with delays of up to 6 days, while the East Coast port of Halifax is also experiencing delays due to vessel bunching amidst poor weather in the North Atlantic. Read: https://lnkd.in/gzkHuRfk Track Container Port Congestion Globally: https://lnkd.in/gkt9VTve #linerlytica #portcongestion #shipping #containershipping

Port congestion rebounded sharply over the past week with both Chinese and North European ports experiencing severe delays. The Yangtze River delta ports of Shanghai and Ningbo are experiencing a significant surge in the number of ships waiting at anchorages, with the situation in Shanghai being particularly bad due to high vessel traffic and weather related delays. North European main port congestion has also worsened with very high yard occupancy reported in Rotterdam, Antwerp, Hamburg and Southampton that has also resulted in increased berthing delays with some ships arriving at Rotterdam facing delays of up to 4 days. Congestion at Med ports are also worsening with Valencia, Barcelona, Algeciras and Piraeus reporting increased waiting times with high yard occupancy. The fall of the Assad regime in Syria will not have any material impact on the container market as the main Syrian ports of Lattakia and Tartous handle less than 300,000 teu annually with only MSC, CMA CGM and Arkas providing regular feeder services to these ports. Track port congestion globally: https://lnkd.in/gkt9VTve #linerlytica #syria #portcongestion

Track Container Liner services Returning to the Red Sea: #Linerlytica has launched a new map feature that allows users to track the live routing of liner vessels by service. If you want to find out which liner services have returned to the Red Sea, track them here: https://lnkd.in/guG_py2t #linerlytica #containershipping #shipping #RedSea #supplychain

Price discovery function of container freight futures: If you're about to enter annual contract discussions for shipments on the Asia-Europe route, you may want to consider the trading prices of the container freight index futures listed in Shanghai. Typically, shippers receive quotations from multiple liners, but these quotations are merely offers and do not guarantee acceptance by other shippers. The advantage of using price information from the futures market is that these prices represent settled prices between traders who are actively trying to determine future freight rates. Since its inception, container futures contracts in China have been traded at an average of $2 billion per day. While it's important to note that freight rates can be unpredictable, even with extensive analysis, the futures market provides valuable insights. Although futures traders anticipate a 45% rebound in spot Far East-North Europe freight rates by December, they also expect the rates for the route to decline by 60% and 67% year-on-year for June and August, respectively. Track the CoFIF (container freight index futures) trading in the #Linerlytica blogs: https://lnkd.in/g-vFUY7z #containershipping #FreightRates #Asia #CoFIF #EC #Europe #Shipping