Is Asia-Europe Facing Too Much Capacity?

Golden Week is adding space, not removing it.

Golden Week normally cuts sailings.

This year looks very different.

Asia–North Europe has ~1.40m TEU scheduled.

That is ~25% more than last year.

And ~55% above pre-pandemic levels.

But much of the surge was not planned.

Congestion is distorting ship schedules.

So is this real oversupply — or temporary noise?

Here are 5️⃣ signals behind it:

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1️⃣ The capacity jump is unusual

• Four-week capacity is 1.40m TEU.