Comment / Analysis: Mærsk – the vertical consolidation bluff

Hardly a day goes by when the risk of the ocean carriers invading the freight forwarding space, one way or another*, seems to become more real.

(*Either cutting out or simply trying to replace the middleman’s services with their own, if/when asset-light services are added to their offering mix via M&A.)

Background 

And while the narrative is the one promoted by the most prominent container logistics integrator AP Møller-Mærsk (APMM) in May last year at its Capital Markets Day – read our: “We ...