Record Capacity, Tighter Space: The Transpacific Paradox & Strategic Insights for Shippers

At a glance: The eeSea/S&P Global chart on Asia-to-U.S. container vessel capacity tells a story that headline freight rates alone cannot: scheduled capacity is at a historic high of 2.3+ million TEU for August-September 2026, but blanked capacity has grown 215% versus 2019 levels on the Asia-USEC lane — meaning carriers are deploying record numbers …