Comment / Analysis: restructured Maersk looks the best bet in a nervous industry

©MEDVIND/Bent Sørensen

The most obvious question in the wake of the watershed announcement that Denmark’s AP Møller Mærsk Group will split into two separate divisions, operating under the same corporate umbrella, is what will remain of its newly created energy unit within the next couple of years?

‘Nothing’ could well be the answer.

Good & bad assets

With its reorganisation, Maersk management implicitly noted that its cyclical, diverse assets portfolio would be divided between good and bad, by separating transport and logistics activities from oil-related ...