On the impact of the 2M break-up
The Copenhagen-based maritime consultancy Sea-Intelligence has put forward its analysis of the two-year transition period until the announced break-up of the 2M alliance.
CEO Alan Murphy pointed out the picture is still blurred with regards to the capacity in question: "The delivery of new vessels is not simply a matter of adding capacity onto a trade, as charter vessels will be returned, ageing vessels will be scrapped, etc. Depending on how these assumptions play out, the outcome can be drastically different."
Despite this reservation and expecting that carriers in general will acquire new vessels, Sea-Intelligence took a closer look at the Transpacific. Murphy: "Maersk will clearly be the smallest of the major carriers and alliances."
In contrast, MSC will be stronger positioned compared to Maersk, but still be slightly smaller than THE Alliance, and the Ocean Alliance will be in an extremely strong position in the market. Murphy added that the situation on the major trade line Asia-Europe is "essentially the same." (sh)