February sees subdued demand in maritime transport, with planning hindered by capacity adjustments, route changes, and port congestion.
In the global maritime transportation market, February presents a relatively calm picture on the demand side. However, due to capacity adjustments, route changes, and port congestions, it has entered a challenging period for planning. According to sector reports, especially the capacity fluctuations and port congestions that occur after the Chinese New Year are affecting shipping schedules.
Capacity adjustments are tightening the market.
According to C.H. Robinson's February 2026 assessment, during the Chinese New Year period, carriers are reducing their sailings, with this reduction rate reaching up to 30-45% on some routes. Even though the increase in demand is limited, this capacity contraction makes it difficult for shippers to find alternative sailings, thereby reducing planning flexibility.
Route preferences are diverging.
Due to security and cost assessments related to the Red Sea and Suez crossings, some carriers have started to use the Suez Canal again, while some services continue to prefer the Cape of Good Hope route. The use of different routes within the same trade lane leads to volatility in transit times and uncertainty regarding delivery dates.
Port congestion continues.
While operational slowdowns and weather-related delays persist at Northern European ports, congestion at major transshipment hubs in Asia also occasionally increases. This irregular pace at the ports causes shifts in vessel schedules and prolongs transshipment times.
Sector analyses based on Drewry data reveal that in February, the number of blank sailings on major trade routes has significantly increased, and the global on-time arrival rate has dropped to around 60%.
Experts suggest that the market's 'calm' appearance is misleading. Due to the continuation of capacity discipline, route diversifications, and fluctuations in port performance, shippers need to allow for longer planning periods and create alternative scenarios.
As of February 2026, the picture in the maritime transportation market is clear: demand is low, but operational complexity is high.
Source: SeaNews Türkiye
