The global fleet keeps getting bigger.
Yet ships are still spending days waiting for berths.
~4m TEU is tied up at anchorages.
At the recent peak, that number passed 4.25m TEU.
And another huge fleet wave is still coming.
The problem may no longer be the number of ships.
It may be how fast the system can process them.
That matters for rates, reliability and every cargo owner using the network.
So is the next shipping bottleneck moving from sea to land?
Here are 5️⃣ signals behind it:


