Major container shipping alliances have undergone a significant restructuring since February 2025, with Ocean Alliance now leading capacity, MSC pursuing an independent strategy, and Gemini Cooperation emerging as a new force, reported Queensland's CZapp.
Ocean Alliance, comprising CMA CGM, Evergreen, Cosco and OOCL, has consolidated its position as the largest grouping with more than 9.5 million TEU. CMA CGM alone has ordered 130 new ships totalling 1.7 million TEU, while Cosco expects 80 vessels with 1.2 million TEU. Evergreen has more than 40 ships on order, adding 660,000 TEU. The alliance, active since 2017, is expected to retain its leading role.
MSC, the world's largest carrier by fleet size, has opted to operate outside alliances. Its ships can move more than seven million TEU, supported by an orderbook of 2.1 million TEU. The company offers over 1,500 direct port combinations, giving customers wide flexibility.
Maersk and Hapag-Lloyd have formed Gemini Cooperation, with a combined fleet exceeding seven million TEU. The alliance is backed by Maersk's APM Terminals and has adopted a hub-focused network. Maersk has 810,000 TEU on order, while Hapag-Lloyd has 390,000 TEU.
ONE, HMM and Yang Ming have regrouped as the Premier Alliance, with a combined fleet of 3.8 million TEU. Their agreement runs until February 2030, focusing on direct port services across Asia-Europe and Transpacific trades. ONE has ordered more than 50 ships totalling 630,000 TEU, while HMM and Yang Ming have ordered 16 and 18 ships with 190,000 and 240,000 TEU respectively.
The reshaping of alliances, alongside MSC's independent strategy, is now setting the framework for global container shipping capacity and competition.
https://www.shippingazette.com/news?news_id=9251100000476
|