
Box shipping reliability the worst since 2022 - 'a new normal', says DP World
Global container shipping reliability is at its lowest level for four years, as the congestion in Asia continues to disrupt liner operations.
According to Sea-Intelligence, schedule reliability fell by 5.9 percentage points month on month in August, to 49.9%, marking the second consecutive monthly decline.
The analyst said: "In the backdrop of severe port congestion in Asia, global schedule has declined sharply month on month for the second consecutive month... This is the lowest point since September 2022."
The deterioration was reflected in vessel delays: the average for late-arriving ships increased 0.6 days, month on month, to 6.81 days - the highest since March 2022, and 1.92 days higher than at this time last year.
Among the 13 largest carriers tracked by Sea-Intelligence, Maersk recorded the best schedule reliability last month, with 67.3% on-time arrivals, followed by Hapag-Lloyd's 61.5%.
MSC and CMA CGM recorded reliability of 55.2% and 50.6%, respectively, while Wan Hai was the least-reliable of the group, at just 23.2%.
No top-13 carrier improved its reliability over the month. ONE recorded the smallest decline, 3.5 percentage points, while PIL suffered the largest decline, of 10.1 points.
Year on year, all 13 carriers recorded proved less reliable. Maersk's decline of 8.9 percentage points was the smallest, while PIL's 31.1 point fall was the largest - one of 12 carriers to record a double-digit year-on-year decline.
The deterioration was particularly pronounced across the major east-west trades. Based on rolling July/August data, reliability on the Asia-North America west coast route fell 8.8 percentage points, to 60.6%, while Asia-North America east coast fell 9.6 points, to 61.7%.
Asia-North Europe schedule reliability declined 2.4 points, to 62.3%, while Asia-Mediterranean fell 3.7 points, to 61.8%.
Only three of 34 tradelanes saw any month-on-month improvement in reliability - Oceania-North America posted the largest gain, up 8.4 points to 97.6%, while Asia-East Coast South America suffered the largest decline, down 16.6 points to 56.4%.
Across the east-west shipping alliances, average reliability fell 7.4 points to 57.2%. Gemini remained the most reliable, at 77.8%, followed the Ocean Alliance, at 48.3%, and the Premier Alliance. at 43.2%. Standalone carrier MSC was at 70.1%.
Sea-Intelligence's figures come as DP World warned that disruption was becoming a structural feature of global trade rather than a series of isolated events.
Its latest white paper notes: "Geopolitical tensions, evolving trade policies, climate-related disruption, and shifting manufacturing footprints are reshaping how cargo moves around the world. These are not isolated challenges. Together, they represent a structural shift in the way global trade is organised."
The operator highlighted the Red Sea crisis as an example of how quickly shipping networks could be reshaped, noting that traffic through the Suez Canal last year fell to around half its 2024 level, while vessel capacity re-routing around the Cape of Good Hope increased 89%.
"Longer journeys increased transit times, costs and emissions, while reducing schedule reliability," DP World said.