SCW // 00:00:00 UTC
SCW-2026 // BERTH 04

supplychain.watch

CARGO · CUSTOMS · CAPITAL

MANIFEST 2026-Q1 ISSUE 047
UNIT:A1 / 40FT HC LOT:07
LEAD STORY

PORTS DON'T
SLEEP. NEITHER
DO WE.

Every 14 seconds, a forty-foot box is lifted off a hull at Long Beach. Every 22 seconds, another is hoisted onto a railhead bound for Chicago. The choreography is invisible, the cost ledger is not. supplychain.watch documents the freight of global capitalism, one bill of lading at a time.

YARD CAPACITY
78%
CLASS: HAZ-3 / NO STACK ABOVE 2
UNIT:B2
LIVE COUNTER

BOXES
MOVED

000,000,000

since 00:00 UTC, all U.S. west coast ports

REF:WC-LA-LB
UNIT:B3 / ROUTE
ROUTE WATCH

SHANGHAI
→ ROTTERDAM

DEPARTCN-SHA 03/04 18:00

ARRIVENL-RTM 04/02 06:30

VESSELEVER ACME / 9863HK

TEU23,964

TRANSIT
42%
SUEZ-CLEARED
UNIT:C1 / TALL
CALLOUT

FREIGHT

IS

POLITICS

Every container is a vote, every tariff is a vote, every blocked strait is a vote. We track the ballots that ship in steel.

SCW / OPED 011
UNIT:C2 / INVESTIGATION DOSSIER 04
INVESTIGATION

THE GHOST FLEET
OFF MALACCA

Forty-six tankers, AIS dark, parked at anchor for 312 consecutive days. The crews rotate by junk boat. The bunker arrives by night. The cargo manifests, when they exist at all, list "fuel oil, miscellaneous." We followed one box for nine months. This is what we found.

REF:MAL-2025-046
UNIT:D1
FLEET DATA

TOP CARRIERS

MSC6.42M TEU

MAERSK4.31M TEU

CMA CGM3.84M TEU

COSCO3.10M TEU

SRC:ALPHALINER
UNIT:D2 / CUSTOMS
CUSTOMS

SEIZURE
BULLETIN

LA-LB 14 boxes · counterfeit auto parts · HS 8708.99

RTM 02 boxes · undeclared lithium · HS 8507.60

JEA 31 boxes · sanctioned electronics

ANT 09 boxes · ivory, raw · CITES-I

SHA 17 boxes · misdeclared HFC-23

WK 09 / 2026
UNIT:D3
LABOR

DOCK STRIKE
WATCH

USA WESTNEGOTIATION

USA EASTCONTRACTED

DE-HAMWORK-TO-RULE

FR-HAVWALKOUT

AU-FRECONTRACTED

CA-VANNEGOTIATION

ITF FEED
UNIT:E1 / FEATURE LONGREAD 03
FEATURE

CHASSIS, OR
WHY YOUR SHELF
IS EMPTY

The container ship arrived on schedule. The crane unloaded it on schedule. Then the boxes sat at the marine terminal for nineteen days because there were no chassis to put them on. Welcome to the chassis crisis — the most boring infrastructure failure in the world, and the reason your hardware store ran out of nails.

REF:CHASSIS-2026
UNIT:E2 / TALL
RATE LEDGER

SPOT RATES
USD / FEU

SHA-LAX$2,340 ↓ 4.2%

SHA-NYC$3,610 ↓ 2.8%

SHA-RTM$2,990 ↑ 1.1%

SHA-GEN$2,705 ↑ 0.6%

NYC-RTM$1,840 ↓ 6.1%

Drewry WCI · updated 2026-03-18 · not investment advice

DREWRY-WCI
UNIT:F1 / ARCHIVE
ARCHIVE

FROM
THE STACKS

  • 2026-02The Last Mile of the Panama Canal
  • 2026-01Reefer Containers and the Mango Wars
  • 2025-12Who Insures the Houthis?
  • 2025-11Ten Days Inside a Bonded Warehouse
  • 2025-10The Auctioneer of Lost Cargo
VOL.04
UNIT:F2 DELIVERED FRI 06:00 UTC
DISPATCH

THE WEEKLY
BILL OF LADING

Friday mornings, one email. Five stories from the global cargo beat that the trade press will not file and the consumer press will not understand. No tracking pixels. No paywall.

 

SUB-FORM-A
UNIT:F3 / MASTHEAD
MASTHEAD

CREW

EDITORM. KOWALCZYK

DESKJ. AKSOY

DESKR. ESPINOSA

DATAT. NAKAMURA

PORTD. AL-FAYED

EST. 2024