Port congestion looked temporary.
It is getting harder to call it that.
~3m TEU is now tied up.
That is 8.5% of the global fleet.
The number has risen fast.
The next cargo rush is only months away.
And congestion does not disappear overnight.
So could today’s delays still matter in 2027?
Here are 5️⃣ signals behind it:
1️⃣ Congestion has grown fast
Port delays now absorb ~3m TEU.
In mid-August, it was ~1.5m TEU.
That is an increase of more than 75%.
💡 That is equivalent to the world’s fifth-largest carrier.