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日本海事新聞ニュース Japan Maritime Daily Jan 27, 2023 (Fri)

MSC and Maersk to terminate 2M partnership at the end of January 2025

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 On January 25, MSC (Switzerland), the world’s largest container shipping company, and Maersk (Denma ・・・ %E3%80%80On+January+25%2C+%3Cb%3EMSC%3C%2Fb%3E+%28Switzerland%29%2C+the+world%E2%80%99s+largest+container+shipping+company%2C+and+Maersk+%28Denmark%29%2C+the+second+largest+container+shipping+company%2C+announced+that+they+had+agreed+to+end+the+contract+for+their+liner+alliance+%E2%80%9C2M%E2%80%9C+at+the+end+of+January+2025.+The+two+companies+announced+the+formation+of+2M+in+2014%2C+and+have+been+providing+services+as+an+alliance+on+east-west+trunk+lines+since+2015.+The+container+shipping+industry+is+currently+concentrated+in+three+major+alliances%2C+including+2M+and+The+Alliance+%28TA%29%2C+which+is+joined+by+Ocean+Network+Express+%28ONE%29%2C+for+trunk+lines.+Under+such+circumstances%2C+the+decision+to+end+the+strong+alliance+of+the+top+two+container+shipping+companies+after+10+years+may+give+a+major+impact+on+the+container+shipping+industry.+%3Cbr%3E%E3%80%80In+a+joint+statement%2C+%3Cb%3EMSC%3C%2Fb%3E+CEO+%28Chief+Executive+Officer%29+Soren+Toft+and+Maersk+CEO+Vincent+Clerc+said%2C+%E2%80%9CWe+recognize+that+significant+changes+have+taken+place+since+the+two+companies+partnered+in+2015.+The+dissolution+of+the+partnership+paves+the+way+for+both+companies+to+pursue+separate+strategies+going+forward.%E2%80%9C+They+went+on+to+say%2C+%E2%80%9CWe+highly+value+this+partnership+and+will+do+our+best+to+serve+our+customers+throughout+the+remainder+of+the+contract+period.%E2%80%9C+%3Cbr%3E%E3%80%80From+February+2025%2C+the+two+companies+are+expected+to+transition+to+operate+independently.+%3Cbr%3E%E3%80%80In+July+2014%2C+%3Cb%3EMSC%3C%2Fb%3E+and+Maersk+announced+their+partnership+by+concluding+a+VSA+%28Vessel+Sharing+Agreement%29.+After+receiving+approval+from+the+regulatory+authorities+of+each+country%2C+the+liner+alliance+%E2%80%9C2M%E2%80%9C+began+service+on+east-west+trunk+lines+in+North+America%2C+Europe%2C+and+the+Atlantic+Ocean+in+2015.+The+initial+contract+period+was+10+years.+It+is+stipulated+that+they+need+to+notify+two+years+before+the+expiration+of+the+contract+in+the+case+of+dissolution+of+the+partnership.+%3Cbr%3E%E3%80%80In+2014%2C+when+%3Cb%3EMSC%3C%2Fb%3E+and+Maersk+announced+the+formation+of+2M%2C+the+containership+industry+was+struggling+due+to+the+market+conditions+after+the+Global+Financial+Crisis+and+excessive+competition.+Under+such+circumstances%2C+others+were+very+wary+of+the+presence+of+the+strong+alliance+of+the+top+two+companies+as+it+would+lead+the+industry+reorganization+with+overwhelming+cost+competitiveness.+In+fact%2C+after+the+launch+of+2M%2C+the+reorganization+of+the+industry+accelerated+rapidly%2C+including+the+acquisition+of+NOL+in+Singapore+by+French+CMA-CGM%2C+the+merger+of+two+Chinese+state-owned+shipping+companies%2C+and+the+bankruptcy+of+Hanjin+Shipping.+By+2017%2C+it+was+consolidated+into+three+major+alliances%3A+2M%2C+TA%2C+and+the+Ocean+Alliance+%28OA%29+formed+by+CMA-CGM%2C+COSCO%2C+and+Evergreen.+The+Japanese+3+big+carriers+also+integrated+their+containership+businesses+to+form+ONE.+%3Cbr%3E%E3%80%80In+2015%2C+the+east-west+route+container+shipping+companies+consisted+of+16+major+companies+in+4+groups.+By+2018%2C+they+were+consolidated+to+9+companies+in+3+groups.+It+can+be+said+that+the+launch+of+2M+promoted+industry+restructuring.+%3Cbr%3E%E3%80%80%E2%96%A0+Clear+differences+in+strategy+%3Cbr%3E%E3%80%80However%2C+after+that%2C+the+relationship+between+the+two+companies+gradually+changed+and+drifted+apart+with+different+visions.+At+the+time+of+2M%E2%80%99s+launch%2C+Maersk+needed+to+form+a+partnership+with+%3Cb%3EMSC%3C%2Fb%3E+in+order+to+secure+an+overwhelming+supply+of+vessels+on+European+routes+and+other+routes+due+to+its+sales+strategy.+However%2C+since+2018%2C+it+has+shifted+to+investing+in+the+logistics+business%2C+presenting+itself+as+a+container+logistics+integrator.+Its+business+strategy+has+changed+significantly.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+%3Cb%3EMSC%3C%2Fb%3E+has+focused+on+developing+its+fleet+even+after+forming+an+alliance+with+Maersk%2C+and+has+purchased+more+than+100+secondhand+vessels+even+during+the+coronavirus+pandemic.+The+company+did+not+relax+its+policy+of+strengthening+its+core+containership+business%2C+even+though+it+acquired+Bollore+Africa+Logistics.+This+was+the+driving+force+behind+passing+Maersk+to+become+the+number+one+container+carrier+in+January+2022.+%3Cbr%3E%E3%80%80As+a+result%2C+there+was+a+strong+view+that+%E2%80%9C%282M%29+will+eventually+dissolve+the+partnership%E2%80%9C.+In+addition%2C+%3Cb%3EMSC%3C%2Fb%3E%E2%80%99s+Toft%2C+whose+name+is+in+the+joint+statement%2C+is+from+Maersk%2C+and+is+said+to+have+had+a+rivalry+with+Clerc%2C+competing+for+the+position+to+succeed+S%C3%B8ren+Skou+%28then+CEO%29+while+at+Maersk.+Some+say+that+%E2%80%9Cthe+end+of+the+partnership+was+inevitable.%E2%80%9D+%3Cbr%3E%E3%80%80According+to+France%E2%80%99s+Alphaliner%2C+the+fleet+capacity+of+the+three+major+alliances+as+of+January+24+by+simply+combining+member+shipping+companies+is+as+follows%3A+2M+has+1%2C423+ships+with+8.86+million+TEU%3B+OA+has+1%2C273+ships+with+7.93+million+TEU%3B+and+TA+has+622+ships+with+4.85+million+TEU.+%3Cbr%3E%E3%80%80Of+these%2C+%3Cb%3EMSC%3C%2Fb%3E+has+719+ships+with+4.63+million+TEU%2C+and+Maersk+has+704+ships+with+4.23+million+TEU.+Each+company+individually+has+a+tonnage+that+is+comparable+to+TA.+%3Cbr%3E%E3%80%80%E2%96%A0+Impact+on+Japanese+ports+%3Cbr%3E%E3%80%802M%E2%80%99s+breakup+could+also+affect+Japanese+ports.+Currently%2C+there+are+two+loops%2C+TP1%2FMaple+and+TP6%2FPearl%2C+on+the+North+America+route+as+for+the+East-West+route+service+that+calls+at+ports+in+Japan+under+the+framework+of+2M.+They+call+at+Port+of+Yokohama%2C+Minami-Honmoku+Terminal.+From+February+this+year%2C+TP8%2FOrient+on+the+same+North+America+route+will+start+calling+at+Oi+Terminal+in+Tokyo+Port.+%3Cbr%3E%E3%80%80The+Port+of+Yokohama+Minami-Honmoku+is+jointly+operated+by+APMT+Japan+of+the+Maersk+Group%2C+and+%3Cb%3EMSC%3C%2Fb%3E%E2%80%99s+South+American+services+also+use+the+same+terminal.+%3Cbr%3E%E3%80%80After+the+2M+is+dissolved%2C+the+two+companies+will+shift+to+independent+operations+on+the+trunk+lines%2C+so+there+is+a+high+possibility+that+the+number+of+loops+will+be+reduced+to+streamline+the+routes.+With+this%2C+port+calls+in+Japan+are+likely+to+change+significantly.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E



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