Supply Chain Secrets
The Supply Chain Secrets Podcast cuts through the noise to bring you real, unfiltered insights from the front lines of global logistics. Whether you’re a shipper, NVO, carrier, or just someone who needs to stay ahead of market shifts, we deliver analysis and hard-hitting conversations that actually matter. Visit nyshex.com/podcast to register to attend live!
Supply Chain Secrets
Reliability Stalls: Why Gemini and Premier Are Nearly 40 Points Apart
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NYSHEX
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Global schedule reliability slipped again in June, and the gap between carrier alliances is now too wide to ignore.
In this episode, Lars Jensen and Caroline Weaver cover:
- June reliability data: global on-time performance down to 63% from 65% in May, holding well below pre-pandemic norms for months running
- The alliance breakdown: Gemini at 93.4%, its best showing since launch, versus MSC around 80%, Ocean Alliance around 70%, and Premier Alliance down near 55%
- How Sea-Intelligence actually measures reliability, including the three to four week lock-in window and why plus/minus one calendar day is the right yardstick, not the wrong one
- NYFI this week: Asia-USWC down 1% to $5,818, Asia-USEC up 7% to $7,793, driven by a capacity split between the two coasts, and Asia-NEUR down 3% at $4,797.