<div class="phx-topic abstract-wrapper"><p>Four major factors would need to align for the container shipping industry to truly blunt the overcapacity anticipated to worsen over the next two years, writes analyst Lars Jensen.  </p></div>

Four major factors would need to align for the container shipping industry to truly blunt the overcapacity anticipated to worsen over the next two years, writes analyst Lars Jensen.

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Maritime

Container shipping overcapacity nearly inevitable barring black swan: analyst

<div class="phx-topic abstract-wrapper"><p>North American railroads and the ports they serve say economic conditions for growing intermodal volumes have never been better — if they give customers the service, reliability and consistency they need to shift containers from highway to rail. </p></div>

North American railroads and the ports they serve say economic conditions for growing intermodal volumes have never been better — if they give customers the service, reliability and consistency they need to shift containers from highway to rail.

Port News

Rail News

Surface

Drayage

North-American rail

Continued US intermodal boom hardly guaranteed: rail experts

<div class="phx-topic abstract-wrapper"><p>An Aug. 19 Federal Register notice notified importers and customs brokers that the agency would be scrutinizing the accuracy of 5106 forms, documents necessary to import into the United States. </p></div>

An Aug. 19 Federal Register notice notified importers and customs brokers that the agency would be scrutinizing the accuracy of 5106 forms, documents necessary to import into the United States.

Transport, Trade and Regulation News

Supply chain

CBP begins purging importers of record in regulatory crackdown

<div class="phx-topic abstract-wrapper"><p>Supply and demand factors now come second to risk mitigation when planning capacity needs and handling for out-of-gauge cargoes. </p></div>

Supply and demand factors now come second to risk mitigation when planning capacity needs and handling for out-of-gauge cargoes.

Breakbulk carriers

Project cargo

Breakbulk News

Risk now a defining variable for breakbulk and project cargo moves

<div class="phx-topic abstract-wrapper"><p>Improving vessel fuel consumption is the most immediate and practical lever available to shipowners, offering value across a range of possible fuel futures, according to a new report by a classification society. </p></div>

Improving vessel fuel consumption is the most immediate and practical lever available to shipowners, offering value across a range of possible fuel futures, according to a new report by a classification society.

Fleet efficiency shipping’s best hedge against fuel and regulatory volatility: DNV

<div class="phx-topic abstract-wrapper"><p>Changes in port calls by container and specialized reefer services take aim at the Chilean table grape market just three months away. </p></div>

Changes in port calls by container and specialized reefer services take aim at the Chilean table grape market just three months away.

Cool Cargo News

New services upend Chilean fruit delivery to US East Coast

<div class="phx-topic abstract-wrapper"><p>Recent financial challenges at Hub Group show how the onus of credit risk on the intermodal marketing company could hamper domestic intermodal growth sought through a UP-NS merger, writes analyst Paul Tonsager.  </p></div>

Recent financial challenges at Hub Group show how the onus of credit risk on the intermodal marketing company could hamper domestic intermodal growth sought through a UP-NS merger, writes analyst Paul Tonsager.

Intermodal providers

Hub challenges highlight constraint on UP intermodal conversions

<div class="phx-topic abstract-wrapper"><p>The amount of capacity available to customers increasingly depends on how effectively vessels, containers, ports, terminals and inland networks can move cargo. </p></div>

The amount of capacity available to customers increasingly depends on how effectively vessels, containers, ports, terminals and inland networks can move cargo.

Fleet growth no longer tells the full container capacity story

Asia to North Europe

Asia to Mediterranean

eeSea collects and centralizes liner network data from dozens of public sources including carriers’ vessel tracking portals, long-term schedules, customer advisories, port and terminal operator schedules, and pilot schedules. These disparate datasets are continually inspected, cleaned, and carefully structured. eeSea synthesizes this refined public data with AIS positions from a third-party provider and its datasets spanning schedule reliability, transit times, trade capacity evolution, and 60-day vessel forecasts. Ships are deemed late if they are one calendar day or late than scheduled. [eeSea](https://www.eesea.com)

Asia to North Europe and Mediterranean ocean reliability (eeSea)

On-Time Performance Asia to Northern Europe and Mediterranean (eeSea) Gateway

<div class="phx-topic abstract-wrapper"><p>The ability to customize port calls and aggressively manage capacity is translating into higher rates for MSC, while the Gemini Cooperation’s rates are below the market average despite its higher schedule reliability, according to rate benchmarking platform Xeneta.</p></div>

The ability to customize port calls and aggressively manage capacity is translating into higher rates for MSC, while the Gemini Cooperation’s rates are below the market average despite its higher schedule reliability, according to rate benchmarking platform Xeneta.

Container lines

Trans-Atlantic

Container Shipping News

‘Flexible’ deployments help MSC to sustain trans-Atlantic rate premium: Xeneta

<div class="phx-topic abstract-wrapper"><p>Changing market dynamics can produce more frequent and extreme swings in freight rates, raising potential average returns for carriers even when oversupply weighs on the market, Vincent Clerc says. </p></div>

Changing market dynamics can produce more frequent and extreme swings in freight rates, raising potential average returns for carriers even when oversupply weighs on the market, Vincent Clerc says.

Ocean carriers capitalizing on shift in pricing power: Maersk CEO

<div class="phx-topic abstract-wrapper"><p>An already strong peak shipping season is forecast to end with a bang this month as vessel delays in China and draft restrictions along the Panama Canal push robust imports into early fall, the National Retail Federation says. </p></div>

An already strong peak shipping season is forecast to end with a bang this month as vessel delays in China and draft restrictions along the Panama Canal push robust imports into early fall, the National Retail Federation says.

Trans-Pacific

US retailers expect September to be busiest month of year for imports

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<div class="phx-topic abstract-wrapper"><p>Terminal operators in Los Angeles-Long Beach have seen no changes in demurrage billing practices since the Federal Maritime Commission’s demurrage rule was struck down by an appeals court. </p></div>

Terminal operators in Los Angeles-Long Beach have seen no changes in demurrage billing practices since the Federal Maritime Commission’s demurrage rule was struck down by an appeals court.

North American ports

Marine terminals

Drayage industry hopes for FMC relief on demurrage billing

<div class="phx-topic abstract-wrapper"><p>Four consecutive typhoons created berthing delays lasting up to two weeks across Shanghai, Ningbo-Zhoushan, and Yantian due to terminal closures and ships having to shelter from the storm, Xeneta said in a report. </p></div>

Four consecutive typhoons created berthing delays lasting up to two weeks across Shanghai, Ningbo-Zhoushan, and Yantian due to terminal closures and ships having to shelter from the storm, Xeneta said in a report.

International ports

Typhoon delays on China container services expected to last into October

<div class="phx-topic abstract-wrapper"><p>J.B. Hunt is handling record intermodal volume and is paying more for drayage drivers before it can seek higher contract rates from customers.  </p></div>

J.B. Hunt is handling record intermodal volume and is paying more for drayage drivers before it can seek higher contract rates from customers.

US intermodal drayage capacity maxed out: J.B. Hunt

<div class="phx-topic abstract-wrapper"><p>As the US retail diesel price moves above $6 per gallon, shippers face elevated risk of losing needed truck capacity in the fourth quarter, experts warn. </p></div>

As the US retail diesel price moves above $6 per gallon, shippers face elevated risk of losing needed truck capacity in the fourth quarter, experts warn.

Container shipping overcapacity nearly inevitable barring black swan: analyst

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Essential Reads

‘Flexible’ deployments help MSC to sustain trans-Atlantic rate premium: Xeneta

Ocean carriers capitalizing on shift in pricing power: Maersk CEO

US retailers expect September to be busiest month of year for imports

Recent Commentary

Hub challenges highlight constraint on UP intermodal conversions

Fleet growth no longer tells the full container capacity story

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