Daily Coffee Report 8/11/26
Daily coffee report
StoneX Coffee Team
- Coffee
Sea Intelligence Analyzes Post Pandemic US Port Capacity and Shipping Reliability
By: Alexis Rubinstein, Managing Editor - Coffee Network
Sea Intelligence Analyzes Post Pandemic US Port Capacity and Shipping Reliability CoffeeNetwork (New York) – In their latest report, logistics analyst, Sea Intelligence, noted that in the pre-pandemic period in 2018-2019, the median time spent in port – based on data from United Nations Conference on Trade and Development (UNCTAD) – was relatively stable around 16.5-17 hours. This then increased to 20 hours at its peak during the pandemic in the second half of 2021 and first half of 2022.
The pandemic disruptions and the increase in volumes, contributed to this rise in the time spent in port. Using a handling index (basically comparing the median time spent in port with the number of containers being shipped, with index 100 defined as 2018-1H), when taking the global volume into account, the average time spent to load and unload an individual shipped container did increase significantly during the pandemic.
“When we correlate this to our measure of capacity absorption i.e., the de facto vessel fleet that is not available to the market due to vessel delays, we see that there is a tight correlation between the two, and as such, the supply chain bottlenecks impacting the container fleet in reality also impacted the terminals in the same way,” said Alan Murphy, CEO, Sea-Intelligence.
“With the median time spent in port as a base, we can augment it with our measure of capacity absorption to calculate the berth capacity absorption i.e., additional amount of berth capacity removed from the market due to longer port stays. We then tie that in with import and export volume data for North America and arrive at a berth congestion index for US.”
US ports suffered from a much larger effect than the global average, which means that effective US terminal capacity available to handle vessels was severely impacted during the pandemic, touching 35% at its peak, which, interestingly, was reached in 2022-2H.
Additionally, there were noticeable improvements across all metrics of schedule reliability and average delay on a global, carrier, carrier alliance, and trade lane level in 2023-Q1. This continues a trend that we saw for most of 2022 as well, with the metrics now closer to the pre-pandemic levels than to the below-par service levels of the pandemic-impacted years.
On a global level, schedule reliability increased to 58.3%, which was a 3.4 percentage point (PP) increase Q/Q, and a 24.9 PP improvement Y/Y. In similar vein, the average delay for ALL vessel arrivals improved to 1.70 days, dropping by -2.88 days Y/Y, while the average delay for LATE vessel arrivals improved to 5.23 days, a notable -2.43 day improvement Y/Y.
As for the top-14 shipping lines, all of them recorded double-digit Y/Y improvements, with 4 of them recording improvements of over 30 PP. Maersk was the most reliable carrier in 2023-Q1 with schedule reliability of 63.6%, with MSC the only other carrier with schedule reliability higher than 60%. 11 of the 12 remaining shipping lines were within 50%-60%, with Yang Ming the only exception with schedule reliability of 49.9%.
The three carrier alliances also recorded sharp Y/Y improvements in schedule reliability, although only 2M and Ocean Alliance outperformed the industry on the East/West alliance trades, but that too by under 2 PP. THE Alliance on the other hand underperformed the industry by a significant -12.1 PP.
All of the six major East/West trades recorded double-digit Y/Y improvements in schedule reliability, although all of them underperformed compared to the global industry average.
Alexis Rubinstein
- Coffee
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Perspective: Morning Commentary for August 11
August 11 – It was generally a quiet night for the markets until early this morning when a headline hit that Iran and Oman were close to reaching a deal. Stock futures rallied, while the dollar index followed Treasury yields lower, along with active selling in the energy- and food-based commodities. The headline had limited impact though in a world that has become skeptical of promises of peace. Stock futures remain steady to firmer at this hour, while the VIX trades near 16 – just above 2026 lows. The dollar index is trading near 99.8 this morning, after recovering from its early morning selloff over the following hour of trade. Yields on 10-year Treasuries are trading near 4.69%, while yields on 2-year Treasuries trade near 4.22%. WTI crude oil is trading near $82 per barrel at this hour, while Brent trades near $88. The grain and oilseed markets are mostly weaker, after failing to recover from this morning’s early selloff that started in the crude oil market.
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Daily Coffee Report 8/10/26
Daily coffee report
StoneX Coffee Team
- Coffee
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