The age of alliance domination of east-west box trades may be over
The market share of independent container shipping services on the major east-west deepsea trades has ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
The paradigms of the port industry are undergoing fundamental transformation – facilities built decades ago are now operating in a world where the old models of volume growth and port productivity are being changed. This is particularly so in the new era of three major alliances, which have designed networks with more direct port calls and less transhipment, argues this LinkedIn post. “Looking back 20-30 years, many terminals were established by carriers to secure access to dedicated handling capacity and services. This was followed by a period of ‘decoupling’, when more independent terminal groups came to the fore. Now, do we face the possibility that carriers with links to terminal assets – either through direct ownership or as part of a wider corporate structure – will focus more attention on ‘alliance-dedicated’ terminals?”
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