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Alan Murphy

Latest From Alan Murphy

Between the lines: Fourth-quarter performance shows signs of carrier weakness

A stellar financial performance last year was clouded by a significantly weak fourth quarter, as demand waned and average freight rates fell across the board

Between the lines Containers

Between the lines: Stemming the decline

Carriers are pulling capacity in the face of reduced demand, but not fast enough. Schedule reliability is improving as congestion eases

International Containers

Between the lines: First-quarter carrier results show scale of cash windfall

Lines’ level of profitability is not driven by a volume growth, as apart from Zim, all other carriers that report global volumes either recorded sharp on-year declines, or in the case of Hapag-Lloyd, a marginal 0.4% increase. The  ebit figures are more so a reflection of the current freight rate environment

Containers Between the lines

Between the lines: Container sector faces uncertainty ahead of peak season

Sea-Intelligence’s Alan Murphy highlights a shift in North American traffic, systemic changes in transpacific vessel sizes and the prospect of an equipment capacity crunch

Containers Market Insight

Between the Lines: Empty box flood poses new supply chain challenges

A return to normality for the global supply chain will bring huge relief to container shipping, but the next headache will be repatriating empty boxes particularly on the transpacific trade

Containers Asia Pacific

Between the Lines: Bad news for shippers in 2022

Freight rates are expected to remain at record highs, as congestion problems that plagued 2021 continue. Schedule reliability will also likely repeat last year’s dismal performance, making ‘resilience and robustness’ essential to supply chain planning

Asia Pacific Europe
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