OceanX: 2M divorce, Freightos SPAC and Mærsk brand culling
Can Mærsk survive both the divorce and the shift to a homogenous culture?
While Mærsk this week announced a new leadership look, in essence leading to very few operational changes, I reckon, it’s business as usual at increasingly aggressive, market share-wise MSC, its partner in the 2M Alliance*.
(*Whose future hangs in the balance: our detailed 2M prognosis was made a month ago, next catalyst date: 25 April.)
M&A my way
Our Premium sources insist that the insatiable Geneva-based shipping line still aims to strengthen, inorganically, its asset-heavy portfolio granting continuity to its existing M&A strategy concerning peripheral ...
What next for Maersk, MSC and the other alliances?
Ocean rates ex-Asia under pressure, while PSSs return to the transatlantic
Maersk's extra insurance offer for boxes just 'another money-spinner'
Capacity control by the biggest carriers will prevent rates tumbling further
Bullish MSC continues to strengthen its fleet for life after the 2M
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