News / Commercial risk to Maersk from its integrator strategy is 'too high'

Photo: Maersk

Maersk’s ambition to become “the integrator of container logistics”, combining shipping and port terminals with logistics services, “looks flawed”, according to investment bank Bernstein.

The Danish giant has spent more than $8bn in an M&A spree since 2020, pursuing its end-to-end logistics strategy.

“Not only do we doubt competitive advantage from integration, but also we worry that this move sours commercial relationships with forwarders, who typically represent 50% of container shipping volumes,” said Bernstein in its latest research study on Maersk.

“We are ...