DHL：2023年1月全球海运市场更新报告（中译版）（21页）.pdf

1、FEBRUARY 2023 PUBLICATION DATE JANUARY 30TH,2023OCEAN FREIGHTMARKET UPDATEDHL Global Forwarding Excellence.Simply delivered.UNCLASSIFIED(PUBLIC)UNCLASSIFIED(PUBLIC)ContentsOcean Freight Market update February 2023DGF Global Forwarding|OFR Market Update|February 202321Topic of the month Maersk and MS

2、C to discontinue 2M Alliance in 2025 2High level market development3Market outlook4Economic outlook&demand development5Capacity 6Ports7Ocean schedule reliability8Did you know Top Containerline Operators UNCLASSIFIED(PUBLIC)Topic of the month Maersk and MSC to discontinue 2M Alliance in 2025DGF Globa

3、l Forwarding|OFR Market Update|February 20233MSC/Maerskpress release(extract):In a joint statement released on Jan 25th,2023,MSC Mediterranean Shipping Company(MSC)andMaersk A/S,an entity under A.P.Moller-Maersk,announced to have mutually agreed toterminate,effective in January 2025,the present 2M a

4、lliance.The 2M alliance a container shipping line vessel sharing agreement(VSA),was introduced in2015 by Maersk and MSC with the aim of ensuring competitive and cost-efficient operations onthe Asia Europe,Transatlantic and Transpacifictrades.Source:Joint press statement by MSC and Maersk Jan 25th,20

5、23,DHLDHLview of theexpected ImpactWe do not foresee an immediate impact on services provided under the 2M agreement.The recent announcement however will certainly triggerfundamental discussions amongst the carriers.It is possible that we will see an important re-shuffle of the carrier landscape and

6、 that new Alliances will beformed.No doubt that the discontinuation of the 2M alliancewill change the course of business in the major East West trades.UNCLASSIFIED(PUBLIC)High level market developmentDGF Global Forwarding|OFR Market Update|February 202341)Real GDP,Copyright IHS Markit,now part of S&