All News

Services

CNC launch new China Southeast Asia (CSE1) service

CNC Line, the intra-Asian subsidiary of CMA CGM, has launched a new China Southeast Asia (CSE1) service that connects Dalian, Incheon, Ningbo, Shanghai, Laem Chabang, Bangkok, Laem Chabang, Manila, Quinhon, Chu Lai, Dalian The service started on 11 October 2022 with the 1,756 teu CNC PLUTO from Dalian. 4 ships of 1,012-1,952 teu are deployed on this service.

Services

Zim/2M suspends ZSE/TP23/Liberty FE-USEC service

Zim, Maersk and MSC will suspend their jointly operated ZSE/TP23/Liberty service that currently covers Tanjung Pelepas, Cai Mep, Yantian, Charleston, Savannah, New York (intermittently omitted), Tanjung Pelepas. The last sailing will depart from Tanjung Pelepas on 23 November 2022 with the 5,936 teu IAN H. The service currently deploys 10 ships of 5,400-6,600 teu on a 13 week rotation, including 9 ships operated by Zim and 1 ship by Maersk. The suspension of this service will remove an average

Services

Maersk/GFS launch Shaheen Express

Maersk and Global Feeder Shipping (GFS) will launch a new Intra ME/ISC service that will cover Jebel Ali, Dammam, Jebel Ali, Mundra, Pipavav, Jebel Ali with two ships, the 1,740 teu BIG DOG and 1,613 teu GFS RANNA (ex HERA). BIG DOG will phase in on 29 November 2022 at Jebel Ali while GFS RANNA, coming out of drydock, will phase in also at Jebel Ali on 6 December 2022. Maersk brands this new service as the Shaheen Express. GFS has not yet released details on the new service. Shaheen Express po

Companies

ZIM 3Q earnings down 13% QoQ

ZIM reported before US market open on 16 Nov. Net profit was down 13% QoQ on sequentially lower freight rates, lower volume and higher costs particularly in chartering expenses. In the earnings call, the management mentioned that they have lower the signed freight rates in the existing contracts.

Services

Diamond Line revises TBX1

COSCO's intra-European feeder arm, Diamond Line, has revised its Turkey Black Sea Express 1 (TBX1) serrvice with a new call at Batumi in Georgia while the previous call at Poti is dropped. The revised TBX1 connects Piraeus, Ambarli, Batumi, Constantza, Varna, Piraeus, starting from 19 October 2022 with the 1,296 teu AS FATIMA that will be operated together with the 1,267 teu CONTSHIP JET on a 14 day rotation. The service made its maiden call at Batumi International Container Terminal (BICT) op

Companies

US destocking to continue with weak Walmart 3Q numbers

Walmart's 3Q 2022 sales performance showed declining general merchandise sales while inventory levels remain high, providing a cautious near term outlook for container volume. Sales increased 9% driven primarily by grocery items and partly by inflation but general merchandises were down a low single digit percentage, according to Walmart's announcement on 16 Nov 2022. Walmart's inventory level was up 8% QoQ and 13% YoY. The elevated inventory to sales ratio since 21Q3 suggests that de-stockin

Companies

MSC runs away on fleet size league table

MSC is not slowing down its aggressive capacity expansion program despite the worsening market outlook. It has taken delivery of 7 more second-hand acquisitions so far this month, bringing the total number of ships acquired in the resale market to 306 units since 2020 (including units that were it had previously chartered). MSC was also linked to a package deal concluded with Costamare for 7 ships of 8,500-11,000 teu for forward delivery in 2025 for 4-5 year periods. Costamare also confirmed fo

Services

MSC adds Novorossiysk link despite Russian sanctions

MSC has introduced a new Black Sea String B service that connects Alexandria, Ashdod, Novorossiysk, Alexandria. The service started on 9 November 2022 with the 1,512 teu MSC NITA.

MarketPulse

Market Pulse – 2022 Week45

Register Free Trial [https://www.linerlytica.com/register/?utm_source=W202245] Freight rates slumped further with the SCFI falling by 8.6% last week as pressure mounts on the Asia-Europe and US East Coast routes where rates are still above pre-COVID levels. On the FE-US West Coast, rates have already dropped below their pre-pandemic levels with current spot rates reminiscent of the period leading to the bankruptcy of Hanjin Shipping in August 2016. Effective capacity has risen to its highest l

Services

Sealand Asia revamps IA-9 service with CNC & ONE taking slots

Sealand Asia, the intra-Asia arm of Maersk, has revamped its IA-9 service with a new streamlined port rotation calling at Qingdao, Yokohama, Nagoya, Kobe, Shanghai, Xiamen, Ho Chi Minh City, Singapore, Tanjung Pelepas, Port Klang (N), Penang, Port Klang (W), Tanjung Pelepas, Ho Chi Minh City, Hong Kong, Qingdao. Calls at Hibiki, Busan, Hakata, Moji, Xiamen and Jakarta are dropped, while a new call at Penang is added. The revised rotation will turn in 5 weeks instead of 6 weeks under the previou

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