eeSea Trade Lane Review: Far East - East Coast North America

Welcome back to part two of our Far East - North America Trade Lane Review, where we invite you to explore the interplay between old and new alliances and how this uniquely transitionary period will shape the seascape of Q1 2025.

While we do revisit key concepts in our trade capacity overview below, the initial West Coast centric report contains a bit more detail in the explanation of measurements like proforma vs. actual & forecasted capacity. A short reference to terminology is also provided in the Methodology section at the end of this report but we highly recommend reading part one, published earlier this week on February 03, 2025.

Key takeaways

• The proforma capacity slump illustrated in the Trade Lane Overview shifts back a little through the month of March along East Coast services, due to longer roundtrip times.

• MSC’s presence continues to build strength along the East Coast, where it will partner exclusively with ZIM and nearly rivals its standalone West Coast offerings.

• The prevalence of pendulum and RTW services involved in alliance transitions make for interesting case studies as we continue our examination of namesake vs. service structure carryover.

• While there is still a need for measures like strategic blanks and pushed commencement dates, vessels are exhibiting more reduced delays in their first sailings compared to the first West Coast voyages.

For the full report, please visit our News & Analysis page on eeSea’s web app.