MSC

Service cancellations

2M suspends AE1/Shogun Asia-Europe service

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,

Ships

Burden of Idling Unevenly Shared Among Carriers

The torrent of new containership deliveries has started with #MSC setting new ship size records twice last week, with more ULCS units to come in the weeks ahead. MSC has widened its gap against Maersk to 587,000 teu with the divergence even greater if idled capacity is taken into account. #Maersk has 298,000 teu currently idled compared to just 68,000 teu from MSC, with the burden of idling excess capacity unevenly shared by the carriers. The idle containership fleet currently stand at 738,014

Services

MSC introduces 13,000 teu ships on new FE-Med Dragon service

MSC has launched its new Far East-Med Dragon service on 13 March 2023 with the 13,102 teu MSC PERLE at Shanghai. The Dragon service replaces the former 2M AE-20/Dragon service that was operated in partnership with Maersk that was suspended in April 20202. The new service will be operated independently by MSC and calls at Shanghai, Ningbo, Yantian, Singapore, Ashdod, Naples, La Spezia, Genoa, Fos, Gioia Tauro, King Abdullah, Singapore, Shanghai. The service will turn 9 weeks and will deploy 9

Services

MSC restarts Asia-Mediterranean Dragon service

MSC is already preparing ahead for life after 2M with the reinstatement of the Dragon service connecting Asia to Mediterranean. The Dragon service was suspended in April 2020 when it was part of the 2M's AE-20/Dragon service. The renewed Dragon service will be operated independently by MSC and will start on 13 March 2023, calling at Shanghai, Ningbo, Yantian, Singapore, Ashdod, Naples, La Spezia, Genoa, Fos, Gioia Tauro, King Abdullah, Singapore, Shanghai. Port rotation of MSC's new Dragon s

Services

MSC adds new NWC-Dublin and Cork service

MSC will add a new service connecting NWC to/from Dublin and Cork that will provide connections at the Northwest Continent hubs of Antwerp and Le Havre. The service will start on 28 February 2023 at Dublin with the 1,730 teu CARLA-LIV that will call at Dublin, Cork, Le Havre, Antwerp, Dublin. The service will turn in 2 weeks. NWC TO/FROM DUBLIN AND CORK service rotation

Services

MSC reconfigures Sentosa transpacific service with extension to India

MSC will extend its Sentosa transpacific service to the Indian subcontient with the addition of new calls at Nhava Sheva, Mundra and Colombo. The extended Sentosa service will call at Nhava Sheva, Mundra, Colombo, Port Klang, Singapore, Tanjung Pelepas, Laem Chabang, Cai Mep, Dachan Bay, Shekou, Long Beach, Oakland, Busan, Qingdao, Shanghai, Ningbo, Kaohsiung, Shekou, Singapore, Nhava Sheva, starting from 13 February 2023 with the 11,660 teu MSC SOLA from Nhava Sheva. The extended service wi

Services

MSC launch India to East Med service

MSC has launched a new INDIA TO EAST MED service connecting Abu Dhabi, Jebel Ali, Hamad, Jubail, Abu Dhabi, Karachi, Mundra, Hazira, King Abdullah Port, Alexandria, Tekirdag, Aliaga, Mersin, King Abdullah Port, Abu Dhabi. The service started from 8 December 2022 and deploys 5 ships of 4,400 to 8,800 teu. Port rotation of the new INDIA TO EAST MED

Companies

2M breakup will trigger more market disruptions

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

Companies

How MSC outplayed Maersk at their own game

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

Utilization

Alliances Help Fill Shipping Capacity

Services operated jointly i.e. by alliances usually enjoyed better utilization than the services operated independently by a single liner. Since 2020, utilization for alliance services have been 6% points better than the same for independent services. The utilization for the independently operated services tend to be more volatile. Wider sales network helps fill vessel capacity, we figure. The utilization gap narrowed since December 2020 was just due to diversion of capacity buildup where the

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