Comment / Japan's 'ONE 2030' – doubling the fleet; a move 'up the value chain' too?

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Japan’s Ocean Network Express (ONE) is rarely an ocean carrier I follow closely and that is unlikely to change anytime soon as our shipping guru Mike Wackett already does an excellent job on that front. However, I am pleased to share today some insight from sell-side house Jefferies, as ONE this week disclosed its 2030 plan for glory.

The premise, in ONE’s own words:

“The initial two years of ONE 2030 are the years [during] which the industry may be affected by ...