The research and analysis company Sea-Intelligence, specialized in the containerized maritime transport segment, has taken note of a recent important reorganization of the service network on the east-west routes of the Gemini Cooperation, the operating partnership between Danish shipping company Maersk Line and the German Hapag-Lloyd which has been active since the beginning last year ( of 17 January 2024). The company specified that Gemini Cooperation is implementing a reallocation of its fleet systematically sacrificing market shares in terms of capacity on the Trans-Pacific and Asia-North Europe routes for implement an aggressive offensive on the Asia-Mediterranean route.

Sea-Intelligence specified that, with regard to the route Asia-North Europe, Gemini's market share has dropped drastically from 25.7% in mid-May to 22.5% in the month current and that this decline was caused by a structural downsizing of the fleet on the AE3/NE3 service. After a two-week suspension at the beginning of June - it made the company notes - Gemini has resumed the service replacing ships of over 18,000 TEUs with smaller ships of 14-15,000 TEU, a reduction that has cut hold capacity weekly use of about 5,500 TEUs. In contrast, Gemini has the situation has been reversed on the Asia-Mediterranean route, where expects capacity market share to increase to 29.7% by next July compared to the usual 23.4%.

Sea-Intelligence noted that this surge in capacity on the Asia-Mediterranean route derives from a dual Strategy implemented in the second quarter of 2026: the launch of a fourth route (AE19/SE4) with 14,000 TEU ships and the structural modernisation of the AE15/SE3 service, which passes through a average of 13,100 TEUs to 18,400 TEUs. The company highlighted whereas this has been done by a cascade mechanism direct: 18,000 TEU ships withdrawn from the Asia-North Europe route have been directly redirected to create the modernisation of the Asia-Mediterranean route and this has led to the An additional weekly capacity of 22,402 TEUs was injected on this route, guaranteeing Gemini a dominant market share by 28.1% in terms of capacity.