The global container fleet keeps growing.
But scheduled capacity keeps disappearing.
Over the next 5 weeks, ~80 East-West sailings are blanked.
That removes 11% of planned departures.
Blank announcements rose 56% week-on-week.
Yet almost the entire global fleet is employed.
So the supply adjustment is happening elsewhere.
That matters for rates, reliability and planning.
Why are blank sailings becoming normal?
Here are 5️⃣ signals behind the shift:
1️⃣ More ships do not mean more space
Asia–US East Coast capacity is up 46% vs H1 2019.
Blanked capacity is up 215% over the same period.
💡More fleet capacity is not translating into more sailings.