What is the extent of the drop in Chinese AIS shipping data?

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Chinese AIS Shipping Data Shows Significant Decline Following New Data Law

Terrestrial Automatic Identification System (AIS) shipping data from Chinese waters has experienced a substantial drop, with estimates indicating a decline of up to 90 percent between October 28 and November 15. This reduction in data availability is attributed to a new data law implemented in China, causing domestic providers to cease sharing information with foreign entities.
Estimated Data Reduction in Chinese Waters

Market intelligence provider VesselsValue estimated that the level of terrestrial shipping data across all Chinese waters fell by 90 percent from October 28 to November 15. This significant decrease impacts the global visibility of cargo movements and port congestion, particularly as China is a major global exporter of manufactured goods and a significant importer of commodities like coal and iron ore.
Impact on Global Supply Chain Visibility

Two additional sources have reported a drop in terrestrial AIS data of up to 45 percent in recent days. This reduction in real-time positional information for vessels is disrupting efforts to manage global supply chains, which are already facing considerable strain. Companies rely on this data to predict congestion, optimize logistics, and make critical decisions regarding shipping routes and schedules.
Consequences for International Shipping Intelligence

Foreign companies, including major ship tracking providers like MarineTraffic, are now experiencing gaps in vital shipping location data originating from China. This lack of comprehensive data hinders the ability to track vessel departures, monitor port congestion, and maintain full visibility of supply chain movements. The International Maritime Organization, which adopted global AIS regulations, has not yet provided comment on the situation.

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What is the extent of the drop in Chinese AIS shipping data?

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