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Container shipping faces 8.7% demand collapse as Suez returns

CLAVE 1 / 42.3 million TEU of vessel capacity is currently absorbed by port congestion, masking an impending capacity shock.

CLAVE 2 / 4Global schedule reliability collapsed to 56.4% in July, the sharpest monthly decline since January 2021.

CLAVE 3 / 4A full Suez normalisation would trigger an 8.7% year-on-year contraction in global head-haul TEU-mile demand by H1 2027.

CLAVE 4 / 4The containership orderbook stands at 40% of the existing fleet, exacerbating the risk of overcapacity.

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