On 28 September 2026, The Loadstar’s Charlotte Goldstone reported Sea-Intelligence analysis that continuing typhoons and related port disruption across major Asian hubs have left about 8.5% of the global container fleet unavailable—roughly 3 million TEU of box capacity, a stockpile Sea-Intelligence likens to the world’s fifth-largest carrier being taken offline.
Schedule reliability fell to just below 50% in August after a 12.7 percentage-point decline across July and August—among the steepest drops since Sea-Intelligence began measuring the series in 2011. Average delay for late vessels reached 6.8 days, a level exceeded only during Covid peaks. Pre-pandemic (2011–19) delay absorption averaged about 2.2%; current absorption sits more than 6 percentage points above that baseline.
Sea-Intelligence’s recovery math of roughly 0.5–0.6 percentage points per month implies 7–10 months to regain June-2025 lows. That path makes a full clear before the Chinese New Year peak in 2027 (CNY falls on 6 February 2027) unlikely while typhoons keep hitting major Asian ports. For China-origin shippers, blank sailings plus delay are a multi-quarter planning input, not a short holiday distortion.