testata inforMARE
23 September 2023 - Year XXVII
Independent journal on economy and transport policy
02:51 GMT+2




It's certainly been an interesting past few months in the container shipping industry; from the upcoming IMO 2020 Low Sulphur Fuel requirements, Brexit (Yikes!), US-China tariff negotiations; it's refreshing to get back to basics and talk about the container industry. However, today the container business seems to be more logistical than purely shipping. What's new in alliances?

Nothing, actually, but it's a decidedly different box ship business today than that of 20 years ago. With container ships jumping from 5,000 TEU Panamax to 23,000 TEU Mega jumbos, carriers need huge amounts of cargo to fill these ships - and that's only possible with cooperative vessel-sharing agreements. So alliances are more important than ever. But, providing cheap container carriage from A-to-B is no longer sufficient; one needs to be an integrated logistic provider to survive profitably.

Beyond Ocean Transport

The biggest carriers are focusing on improving their value beyond that of pure ocean transport. Maersk, MSC, and CMA CGM, are expanding their service offerings into what would traditionally be considered 3PL services like warehousing and customs clearance, while ONE and Hapag Lloyd are primarily focusing on improving their core ocean transport offering and customer service, and Cosco/OOCL are focusing on Chinese export retail shipments in their new Eshipping partnership with JD.com.

So what does our industry look like today?

2M | Maersk & MSC; with HMM and Zim as Strategic Partners

MSC's Medlog says it's the world's geographically widest logistics and supply chain provider, with a presence in 60+ countries, including multiple container terminals. Medlog offers warehousing, trucking, locomotives, and barges, while Maersk/Damco is working to transform itself into an integrated logistics provider. Digitization is driving this end-to-end approach to container transportation which Maersk CEO Soren Skou says provides greater supply chain visibility, enabling logistics providers to offer a more integrated - and profitable - approach.

Their strategic partner Zim takes slots on 2M's trans-Pacific service, while HMM's three-year strategic partnership expires in April 2020 (more below).

THE Alliance | ONE, Hapag Lloyd, Yang Ming

The ONE Network (Ocean Network Express) of K Line, MOL, NYK Line, has said multiple times it does not believe in the integrated service model, and instead will focus on traditional ocean transport and customer service, while Hapag-Lloyd is emphasizing Bilateral ED (electronic data).

OCEAN Alliance: COSCO Shipping, OOCL, Evergreen, CMA CGM

CMA CGM is adding CEVA Logistics to a portfolio that already includes a significant container terminal footprint, although one wonders how their April 3, 2019 announcement of a 16-day China-Europe trucking service will affect their ocean freight business.

Strategic Partnerships & Alliances

HMM seems to think it can become one of the world's major carriers; secured $890 million in late 2018 and ordered 20 mega-ships for delivery beginning Q2 2020 that HMM maintains it can fill.

Their 2M partnership expires April 2020. HMM said in December 2018 it had not ruled out a renewal. No news how the 2M feels, but Maersk's announcement 2 weeks ago of purchasing 10 feeder ships is telling.

State-owned Korea Development Bank, HMM's primary shareholder and lender, is now requiring accountability after 14 consecutive loss-making quarters. However returning to profitability remains unlikely as HMM noted in its gloomy 2019 outlook:

"Uncertainty over the cargo volumes in 2019 will continue due to the concerns of a global economic slowdown, Brexit, and the US-China trade conflict. HMM's burden of high fuel costs will increase due to the US sanctions against Iran, OPEC agreeing to cut oil production, and increase in demand for low sulfur fuel oil in preparation for IMO 2020."

Zim recently announced that they will route the majority of its 2M slots, Prince Rupert slots, via Canadian National Railway into Chicago, Memphis, and New Orleans; cutting both costs and delivery time will improve their supply chain capabilities.

Additionally, Zim and the 2M will continue their capacity-reducing efforts and remove two strings from their current Asia-US East Coast routes as they chase declining container volume. Not only is this is a direct contrast to HMM's expansion policy, but offering rationalizing slots and strings in order to provide extra value to today's costs & time-sensitive clients is the best example of the need for alliances today.


Turkish shipyard Med Marine delivers a new tugboat to the Vernicos Scafi
It is the first means of new construction of the fleet of the Greek-Italian joint venture
Kenya Ports Authority privatizes benches at ports of Lamu and Mombasa
Launched an international competition that also includes a special economic zone
Last month, freight traffic in the port of Taranto increased by 6.9% percent.
In the first eight months of 2023, a decline of -4.0%
New paints to contain the propagation of fires on ships and construction sites
Messina Group has taken delivery of its second full container ship
Has a transport capacity of 4,600 teu
Approda in Genoa the first container ship of the FIM service of HMM
Scalo to container terminal of PSA Italy
Visual Sailing List
Departure ports
Arrival ports by:
- alphabetical order
- country
- geographical areas
First meeting of the technical table on security of work in the port
Among the proposals, insert some port job profiles between the "usurante/gravest" job categories
Hapag-Lloyd will equip all of its internet connection ships through the Starlink satellite network
Success of tests started in May
In the June-August period, FedEx Group revenues fell by -6.7% percent.
Net profit marked a growth of 23.2%
Cooperation of ICHCA and PEMA to improve the safety of handling goods
Spearport, necessary to minimize red tape in ports
Botta : paper documents are an absurdity in the age of digitalization
Germany's Rhenus acquires the two terminals of the Rietlanden Terminals in the port of Amsterdam
Germany's Rhenus acquires the two terminals of the Rietlanden Terminals in the port of Amsterdam
Singapore / Holzwickede
Dutch company will be ceded in two stages by Singaporean JERA Global Markets
In August the port of Algeciras handled 424mila containers (+ 1.5%)
In the first eight months of 2023, the total was 3.16 million teu (-0.4%)
Conference on the Promotion of Health in the Port Workers of the Straits
It will be held on October 2 in Messina
Ukrzaliznytsia-RCG Agreement for the development of intermodal transport between Ukraine and Austria
In short, the testing of the transport of semi-trailers on the Kiev-Budapest line will begin.
In the first half of 2023 the revenues of the Chinese terminalist group CMPort decreased by -10.8%
Hong Kong
Container traffic grew by 0.3%
Union Pilots has strongly criticized the procedure for renewing the piloting tariffs
Bellomo : well the updating of the fares of local practical
At the MITO terminal of the port of Cagliari the first container ship coming out of a Ukrainian port
Landed 2,114 containers
The Cool Logistics Global event will be held for the first time in Italy
The event is scheduled from 10 to October 12 next in Genoa
In the first quarter of this year, the traffic of goods in Greek ports has returned to growth
However, the total was lower than pre-pandemic levels.
Last month, shipping containers handled by the port of Valencia fell by -11.7% percent.
In the first eight months of this year, the decline was -10.6% percent.
In August, container traffic in Hong Kong port fell by -9.4% percent.
Hong Kong
Decline of -15.1% in the first eight months of 2023
Last month, container traffic in the port of Los Angeles returned to growth.
Los Angeles
In the first eight months of 2023, a decline of -21.0% percent was marked
Italian Ports:
Ancona Genoa Ravenna
Augusta Gioia Tauro Salerno
Bari La Spezia Savona
Brindisi Leghorn Taranto
Cagliari Naples Trapani
Carrara Palermo Trieste
Civitavecchia Piombino Venice
Italian Interports: list World Ports: map
ShipownersShipbuilding and Shiprepairing Yards
ForwardersShip Suppliers
Shipping AgentsTruckers
Conference on the Promotion of Health in the Port Workers of the Straits
It will be held on October 2 in Messina
The Cool Logistics Global event will be held for the first time in Italy
The event is scheduled from 10 to October 12 next in Genoa
››› Meetings File
España demanda una revisión instantánea de los puertos vecinos de transbordo
(El Mercantil)
Shipping minister resigns in aftermath of ferry passenger's death
››› Press Review File
FORUM of Shipping
and Logistics
Relazione del presidente Daniele Rossi
Napoli, 30 settembre 2020
››› File
Last month freight traffic in the port of Singapore grew by 1.7% percent
The containers were over 3.3 million (+ 2.0%)
On October 2 in Lugano, the sixth edition of "A Sea of Switzerland" will be held in Lugano.
The conference will be articulated in three sessions
In August, freight traffic in Russian ports grew by 5% percent
St. Petersburg
Increase in dry goods. Decline of liquid bulk bulk
New agency of Negro families, Clavarino and Schenone to provide services to the construction of the new Genoa Dam
In August, container traffic in the port of Long Beach decreased by -15.4%
Long Beach
In the first eight months of 2023, the decline was -24.4%
New freight train service Verona-Wuppertal of Rail Cargo Group
Made three weekly rotations
Cargill yields 25% percent of the KSK grain terminal of the port of Novorossiysk
The share will be acquired by Russia's Delo
Stranded a drug trade in the port of Salerno
Detected 104 pans of cocaine and the deposit to which they were intended
Ferrante (MIT) : amendments to the European Directive 2023/959 to avoid distortions that penalise Italian transhipment ports
It would allow Gioia Tauro to be placed on the same list in which ports such as Tangeri Med and Port Said are included.
MOL Chemical Tankers will buy the Fairfield Chemichal Carries
Singapore / New York
The Singaporean company's fleet will rise to 121 chimichiere vessels
In the second quarter, freight traffic in Tunisian ports grew by 13.0% percent.
The Goulette
Loads at landing and boarding increasing by 14.3% and 11.0%, respectively
- Via Raffaele Paolucci 17r/19r - 16129 Genoa - ITALY
phone: +39.010.2462122, fax: +39.010.2516768, e-mail
VAT number: 03532950106
Press Reg.: nr 33/96 Genoa Court
Editor in chief: Bruno Bellio
No part may be reproduced without the express permission of the publisher
Search on inforMARE Presentation
Feed RSS Advertising spaces

inforMARE in Pdf