In an interview with Nils Anderson, CEO of Moller-Maersk, in Fortune (Nov 7,2011), he claims that ships have a 50% on time arrival rate.  His company is now adding larger but slower ships, which will emit 50% less CO2, but have a 95% ontime reliability.  The supply chain impact will thus be larger pipeline inventory, but larger cycle stock.  Is this supply chain tradeoff appropriate from a shipper perspective? Will the lower environmental impact have to be included to justify this choice by shippers ? Does the larger ship capacity decrease the shipowners ability to respond to trade shifts and thus increase risk?