According to analysis by Sea-Intelligence of the latest UNCTAD Port
Liner Shipping Connectivity Index (PLSCI), what began as a series of
crisis-driven network adjustments during the Red Sea disruption has evolved
into a more permanent restructuring of liner networks. Rather than concentrating services around
mega-hubs such as Singapore, Port Klang and Tanjung Pelepas, carriers are
increasingly routing cargo through secondary relay ports and export gateways
closer to manufacturing centres. “The
2026-Q2 PLSCI data underscores a definitive network recalibration,”
Sea-Intelligence said. “Shipping lines are seemingly moving beyond initial
crisis management into active network decentralization.” The shift is evident across Asia and the
Middle East.
Singapore’s connectivity index has slipped from a
peak of 1,876.95 in the fourth quarter of 2025 to 1,833.94 in the latest
quarter. Malaysia’s two largest transhipment hubs have experienced sharper
declines, with Port Klang down 5% from its recent peak and Tanjung Pelepas
falling more than 7%.
Even China’s largest gateways are feeling the change, with Shanghai and
Ningbo both recording quarter-on-quarter declines in connectivity. The beneficiaries are a growing number of
secondary ports. Haiphong has emerged
as one of the biggest winners, with connectivity climbing to 690.29 in the
second quarter, including a 5.1% increase over the previous three months.
Sea-Intelligence argues the Vietnamese port is benefiting directly from China+1
manufacturing strategies and its close integration with southern Chinese supply
chains.
Elsewhere, Laem Chabang in Thailand, Pipavav,
Ennore and Visakhapatnam in India, and Djibouti in East Africa have all
recorded notable gains as carriers spread relay cargo across a broader range of
ports. The Middle East tells a similar story.
While the prolonged Red Sea crisis has reduced reliance on traditional
regional hubs, carriers have increasingly concentrated services around selected
ports. Jeddah recorded a 14.9% quarter-on-quarter jump in connectivity, while
Khor Fakkan posted a remarkable 189% increase. Fujairah, previously absent from
the container connectivity rankings, has reappeared as carriers experiment with
alternative relay options. Sea-Intelligence
argued in its latest weekly report that these changes are no longer temporary
responses to geopolitical disruption.
“As primary transhipment nodes hit connectivity ceilings, shipping lines
are actively shedding excess capacity at mega-hubs in favour of secondary
regional relays and specific gateways that directly support cross-border supply
chain diversification,” the consultancy said.
For decades, container shipping sought economies of
scale by concentrating ever more cargo through a handful of giant hubs. The
latest connectivity data suggests that strategy is being quietly reversed, with
resilience, flexibility and proximity to manufacturing increasingly taking
precedence over pure scale.