49.9% On-Time Reliability: Physical Bypass as Strategic Lever
global-trade-congestionThe on-time reliability of global container ship schedules fell to 49.9% in August 2026, marking the lowest level in four years. Congestion has immobilized approximately 1.7 million TEU, equivalent to the fleet of the world's eighth-largest shipping company. This structural bottleneck transforms waiting time into a fixed cost of capital, eroding gross margins regardless of freight rates.
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