The impact of the EU Consortia Block Exemption Regulation (CBER) expiry on 25 April 2024 on the liner shipping market has been overplayed by the carriers and their detractors. Of the 43 consortia that operate in the European Union in 2020, only 13 actually qualify for the block exemption while the remaining consortia exceeds the 30% market share ceiling including each of the 3 global alliances (2M, OCEAN Alliance and THE Alliance). The removal of the CBER will not impact existing alliance arra
Maersk and MSC have announced the suspension of their AE1/Shogun service that is one of the 6 Asia-North Europe loops operated within the 2M alliance. Although officially suspended from week 11 of 2023, the AE1/Shogun service was already operated irregularly since September 2022 with just 3 voyages made in the 4th quarter with the last sailing made on 13 December 2022 when the 14,036 teu MSC ALEXANDRA made the last westbound voyage from Asia. The AE1/Shogun called at Ningbo, Xiamen, Yantian,
The 2M breakup will trigger another round of market instability as Maersk and MSC jostle for pole position on the East-West routes where they currently cooperate. While MSC will have sufficient new ship capacity by 2025 to fully replace Maersk’s current vessel contribution to the 2M network, an independent Maersk network will fall behind MSC, OCEAN Alliance and THE Alliance offerings. Maersk and MSC announced on 25 January 2023 the termination of the 2M alliance effective from January 2025. The
The timeline of how Maersk was outmaneuvered by MSC culminating in the announcement on 25 January 2023 that the 2 carriers will terminate their 2M partnership in January 2025. Maersk and MSC capacity operated 2010-2025While Maersk dithered through strategic mis-steps including high profile flops such as Daily Maersk and TradeLens, MSC was resolute in building scale in its shipping business. Maersk had triggered the capacity race in 2011 when it ordered the first Triple-E ships but has been bea
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
2M partners, Maersk and MSC, will suspend their existing TP9/Eagle service and merge it with the TP1/Maple to form a New TP1/Maple service that will call at Xiamen, Yantian, Ningbo, Shanghai, Busan, Yokohama, Vancouver, Prince Rupert, Yokohama, Busan, Xiamen from 22 October 2022 with the 8,466 teu MAERSK SEVILLE. The service rationalisation will see the removal of direct calls at Nansha, Kaohsiung and Seattle on the 2 existing services but will enhance the service reliability that has been affe
Maersk and MSC have suspended their jointly operated TP3/Sequoia transpacific service, with the last sailing made by the 14,036 teu MSC SAVONA from Shanghai on 22 September 2022. The service called at Ningbo, Shanghai, Los Angeles/Long Beach, Ningbo using 6 ships of 11,000-15,000 teu running on an 8 week rotation. The suspension will remove an average of 11,907 teu weekly on the trade. The TP3/Sequoia will be merged with the TP2/Jaguar service with the rotation revised to call at Shekou, Nansh