In recent weeks the maritime transport sector has witnessed important strategic changes marked by the formation of new shipping alliances. These transformations are not only relevant for the companies involved, which together account for more than 80% of global capacity and market share, but also redefine competitiveness and collaboration within the industry. In this context, it is essential to understand the implications of these alliances in terms of their effects on the supply chain as a whole.
Redesign on the map of the world’s leading shipping lines
These strategic shifts between alliances stand out for their magnitude and potential impact on the overall structure of the maritime sector. The most relevant are the following:
The restructuring of the so-called THE Alliance, now Premier Alliance, which includes Ocean Network Express (ONE), Hyundai Merchant Marine (HMM) and Yang Ming. This alliance may be considered less robust in terms of capacity and TEUs, but its collaboration with MSC on key routes could be decisive in improving its competitiveness in the main shipping corridors.
On the other hand, one of the big developments for 2025 is the cooperation between Maersk and Hapag-Lloyd, in their Gemini Cooperation alliance. This partnership spans several business areas, merging the strengths of two of the world’s largest shipping lines. The creation of Gemini promises to significantly impact global maritime logistics, positioning itself as an influential player in the market.
Likewise, the Ocean Alliance, comprising CMA CGM, COSCO Shipping and Evergreen, has decided to extend its cooperation until 2032, consolidating its position as the largest in terms of TEU capacity and volume. However, the recent decline in cargo volume could present challenges that the alliance will have to face in order to maintain its market leadership. The diversity of its membership and the extent of its network will play a crucial role in its sustainability.
Finally, as a world leader in shipping, the Swiss shipping company MSC has decided to operate independently from 2025 onwards. With a large market share and extensive TEU capacity, MSC appears well positioned to meet the challenges of this sector. Its focus on personalised service and its global expansion strategy reinforce its market leadership.
Operinter, committed to market evolution
Recent changes in maritime alliances are redefining the expectations of the different actors in the sector. This new context means that companies must proactively adapt to a dynamic that is constantly evolving, competitive and resilient.
Operinter, as a 360º international logistics company, recognises the importance of maintaining a flexible and agile approach to these changes. Adaptation is not only essential to optimise operations, but also to maximise performance in a highly competitive environment. The company insists that, beyond the effects of restructuring in the global maritime panorama, the commitment to quality and the defence of the interests of its customers is always a priority.