We construct a new unified panel dataset that combines route-year-level freight rates with shipping quantities for the six major routes and industry-year-level newbuilding, secondhand, and scrap prices from 1966 (the beginning of the industry) to 2009. We offer detailed instructions on how to merge various datasets and validate the data’s consistency by industry experts and former executives who have historical knowledge and experience. Using this dataset, we provide a quantitative and descriptive analysis of the industry dynamics known as the container crisis. Finally, we identify structural breaks for each variable to demonstrate the impact of the shipping cartels’ collapse.

我们构建了一个新的统一面板数据集，该数据集将 1966 年（行业初期）至 2009 年的航线年级运费与六大航线的运输量以及行业年级的新造船、二手船和废船价格相结合。我们由具有历史知识和经验的行业专家和前高管提供有关如何合并各种数据集和验证数据一致性的详细说明。使用此数据集，我们对称为容器危机的行业动态进行了定量和描述性分析。最后，我们确定了每个变量的结构性断裂，以证明航运卡特尔崩溃的影响。