Fredrik Grill

With the container shipping industry seemingly unable to improve its schedule reliability scores beyond the mid-50% range since the autumn, questions continue to be raised about the forthcoming Gemini cooperation’s on-time targets. The Gemini carriers – A.P. Moller - Maersk and Hapag-Lloyd – have set out a 90% on-time target, which they said would be achieved by doubling down on the use of transhipment across their new global network. Hapag-Lloyd AG's Matthias Dietrich, explained to Michael King on the recent Loadstar Podcast that omission of direct calls at some major ports, such as Antwerp, Southampton, Le Havre, Tianjin and Hong Kong would have no effect on the Gemini carriers’ plan to deliver the highest levels of schedule reliability in the industry. Gavin van Marle reports. #gemini #hapaglloyd #maersk #containershipping #seafreight #oceanfreight #supplychain https://lnkd.in/eUCubjQX

1

In the aftermath of Hurricane Helene and with the port strike deadline fast approaching, the elasticity of supply chain networks and the robustness of contingency plans will be tested under unforeseen constraints. While shippers had months to prepare for the strike, Helene has added an additional layer of disruption. The beneficiaries of these challenges will likely be companies that have implemented and tested technology to optimize their networks, fully utilizing capacity and resources. The freight market is at a critical juncture, and the ability to adapt will define success moving forward. #SupplyChain #FreightMarket #ContingencyPlanning #Logistics #PortStrike #Technology

55

1 comentário

Get the latest on the ILA strike on the US Eastern seaboard and Gulf! #logistics #container #transport #supplychain #supplychainmanagement #ILA #strike #USA #scangloballogistics

31

1 comentário

Thanks Dionisis Politis for the acceptance of my article: Is the Smart Shipping Intelligence? Navigating the Future with Technology and Human Expertise. Smart Shipping can already be expressed as Intelligence Shipping by integrating advanced technologies for more efficient, autonomous, and informed decision-making. It enhances vessels' operational capabilities, improves safety, and reduces environmental impact, all while maintaining the human element at the forefront. Intelligence Shipping is indeed a form of Intelligence Shipping, where the fusion of technology and human expertise leads to smarter, safer, and more sustainable maritime operations. In an era of rapid technological advancement, Intelligence shipping is poised to transform the maritime industry. Integrating cutting-edge technologies like Artificial Intelligence (AI) and Machine Learning, Autonomous Ships, the Internet of Things (IoT), and Big Data Analytics is streamlining operations, improving safety, and reducing environmental impact. But Intelligence shipping isn't just about machines and algorithms; it's a new era where human expertise and soft skills, already presented as Intelligence Skills, play a pivotal role in navigating the future. #ai #shipping #smartvessel

24

The simple answer is yes and no. In principle the 70 percent of addressable owners that own less than 15 vessels globally very often do not have the knowledge, infrastructure or funds to invest in digital transformation right now. However, size also here doesnt necessarily matter as it makes evaluation and decision processes quite often very slow. A small or medium size company where C Level understands the necessity and opportunities arising from allocation of resources can nimbly verify, adapt and implement quickly and as such gain competitive advantage. Probably human resources have to be brought in or outsourced but such service providers are emerging in both the mature service provider and startup world constantly. It is just about to get going and set small, measurable and also achievable targets to justify the efforts.

13

1 comentário

🌍 Struggling with maritime emissions reporting? With regulations like CSRD, CBAM, and ETS, it’s easy to feel overwhelmed. Join us on October 24th at The Beacon in Antwerp (or via livestream) as we dive into the key frameworks reshaping maritime shipping and logistics. 🚢 What you’ll learn: - Understanding CSRD, CBAM, and ETS for maritime logistics CO2-tracking calculation methods (COFRET, GLEC, ISO 14083) - Practical steps for aligning with sustainability frameworks - Speakers from CLECAT and Sustinera will be there to share their insights. Plus, discover how Dockflow’s CO2-tracking tool can support your compliance efforts. 🔗 Register here: https://lnkd.in/ewiStiQV #Sustainability #Logistics #EmissionsReporting #MaritimeShipping #CSRD #CBAM #ETS

26

Today and tomorrow I will participate in the ESPO (European Sea Ports Organisation) conference 2024. I look forward to the interesting conversations and discussions about the developments and tasks of European ports. #ports #sustainable

40

There is clearly an effort from carriers to raise westbound Transatlantic rate levels. Maersk has announced a PSS for all of Europe and Mediterranean ports to Canada of 2000 USD/container as from 23 October. MSC issued an erratum in relation to PSS and EOS from Western Med, Adriatic and Israel to North America clarifying that from 1 November  there will be a PSS of 2200 USD/40’ except for Israel where the level is 1500 USD/40’. They clarify that this PSS announcement is seperate from the EOS announcement made 4 days ago which is at a level of  1500 USD/40’ as per their older announcement from 15 August and which came into force 1 October. CMA CGM announced a PSS from North Europe to East Canada of 500 USD/40’ from 15 October. They also announced a PSS from all of Europe as well as locations bordering the Med except Egypt into US, Canada East Coast and Mexico East Coast of 1000 USD/40’ from 1 November. ONE announced the cancellation of their congestion surcharges CGD and CON originally announced in relation to the US port strike. OOCL announced their Q3 operational results. On a year-on-year basis their total volume is up +3.6% which is slightly less than the global growth rate indicated by CTS where July and August saw global volumes increase +5.3%. Their average revenue per TEU increased 68% year-on-year. CTS data for Jun-Aug indicate a global rate increase of 47%. Both OOCL’s volume and rate developments varied dramatically depending on trade. At one extreme, the volumes on the Pacific grew 16% whereas at the opposite extreme volumes on Asia/Europe declined -12%. Rates on Asia/Europe increased 135% and on Transpacific they grew 73%. Conversely they saw rates on Transatlantic decline -5%.   Today is day 298 of the Red Sea diversions – and it was another day without Houthi attacks on merchant vessels, but instead they did launch missiles directly at Israel.

253

18 comentários

MSC to equal Maersk and Hapag-Lloyd’s Gemini fleet. Gianluigi Aponte-founded Mediterranean Shipping Co (MSC) has become the first liner to command a 20% global market share since Maersk momentarily hit such heights for a few months in early 2018. MSC is also just one megamax delivery away from becoming the first carrier in the world to operate a fleet in excess of 6m teu. While MSC has created enough critical mass to operate alone from next year, Maersk has reached out to Hapag-Lloyd to form the Gemini Cooperation, which will officially launch in February 2025. Analysts at Alphaliner forecast that MSC’s market share will be equal to Maersk and Hapag-Lloyd’s combined come the launch of the Gemini Cooperation early next year. From the company’s launch in 1970, it took MSC some 37 years to reach a fleet capacity of 1m teu. Only four and a half years later, MSC then passed the 2m teu mark. By early 2022 it had surpassed Maersk as the world’s largest carrier on the back of record newbuild orders and hundreds of secondhand purchases in the 2020s. At the end of April, Danish consultancy Sea-Intelligence projected what the top 10 liner rankings will look like in April 2026, taking many aspects into account, including orderbooks, the carriers’ typical approach related to redelivery of charter vessels and the sale of secondhand tonnage. “MSC will grow their size advantage substantially compared to the second largest carrier – which incidentally will be CMA CGM, relegating Maersk to be the world’s third largest carrier,” Sea-Intelligence stated. By April 2026, MSC is projected to have a fleet with more than 7m slots. MSC, which is also a big name in the cruise sector, has diversified a great deal in recent years on the back of record profits investing in airplanes, logistics companies, newspapers, towage and car carriers. https://lnkd.in/eEgFKcGf

6

Fuel EU Maritime will enter into force from 1 January 2025. It is part of the EU's ‘Fit for 55’ package, which aims to reduce EU greenhouse gas (GHG) emissions by at least 55% by 2030. The regulation sets limits on the yearly average GHG intensity of the energy used by ships over 5,000 gross tonnage that call at European ports. The targets cover not only CO2 but also methane and nitrous oxide emissions over the full lifecycle of the fuels used onboard. These limits will gradually decrease over time, starting with a 2% reduction by 2025 and reaching up to an 80% reduction by 2050. By choosing Maersk ECO Delivery Ocean product, customers can mitigate these costs while benefiting from emissions savings. Think about it, it's the right thing to do for the environment but also good for business. #Maersk #Sustainability #EcoDelivery #Oceanfreight #Shipping #supplychain #logistics #trade #emissions #environment #APMM #EU

6

WILL THE STRIKE – Strike? (East Coast and the Gulf Coast) Its quite a sensation, but will it happen? …… The contract between the International Longshoremen’s Association and the United States Maritime Alliance, which covers all these ports, is set to expire on Sept. 30. Over 50% of the country’s load is managed at these ports and an halt would mean a serious turmoil that as per experts would equate to 4 weeks of impact against 1 week of strike. The last reported strike happened in 1977. Naturally the retailers are worried, shipping ahead of time and considering west coast ports as a potential (expensive) savior at this time. By books - Biden administration definitely has a few options to exercise and ensure continuity of work however it appears that federation is expecting the parties to resolve the differences and engage amicably. The hype of strike enables the ILA to better negotiate and capitalize, at the same time halting the operations might translate into lessor royalties based on the tonnage per year. As expected, carriers have announced surcharges for the occasion, anticipating the potential impact on the USEC / USGC. So, will the strike, STRIKE? #supplychain #maritime #Newyork #labourstrike #eastcoast #shipping

19

2 comentários

Global shipping activity has seen a significant surge, the largest since 2010, following recent attacks in the Red Sea. This increase has resulted in longer travel distances, higher CO2 emissions and increased freight rates, highlighting the need for more efficient and sustainable shipping practices. https://bit.ly/4d17ool

4

The turbulent waters of the ocean supply chain leads to a hell of lot of containers lost at sea each year. TT Club's risk management director, Peregrine Storrs-Fox looks at the efforts being made to mitigate the risk. #safetyandsecurity #insurance #supplychain

4

GenAI: A war for talent, A war for market share, A war for patents. The result? A catalyst for an unavoidable global change. #MaritimeAI #MaritimeIndustry #BusinessTransformation

12

New networks announced from MSC and Premier Alliance. Premier Alliance (PA) is the new name for the THE Alliance from next year and is comprised of ONE, Yangming and HMM. PA is an agreement running until 2030. MSC fields a stand-alone east-west network but will have a slot exchange agreement with PA on the Asia-Europe trade. PA had earlier announced their Pacific network, and now the agreement with MSC solved the issue of how to field a comprehensive Asia-Europe network after Hapag-Lloyd exits the alliance. PA has not announced Atlantic network yet. MSC has announced 2 networks: One based on a Suez routing and another based on a routing around Africa. This appears to be prudent given we don’t know when the Red Sea crisis will be resolved. PA has for now only listed a Suez-based network, albeit a few of the services are marked as round Africa. PA and MSC has some shared services on Asia-Europe, but also some that they do not share. PA for example has 2 services, FP1 and FN2, connecting Japan to N.Europe, whereas MSC does not. Overall PA and MSC share 4 services on Asia-N.Europe. MSC’s Albatross, Britannia and Griffin services are not shared with PA. The FN2 is, however, the same as Griffin, except only PA has Japan calls. One quirk is that on the FE6/Swan service, it is only MSC which has port calls in Aarhus and Gothenburg, meaning they want to offer this exclusively. Which is also interesting as Maersk will no longer service these ports directly when the Gemini network gets into effect. On Asia-Med, MSC has 6 services whereof PA has slots on 4. MSC’s stand-alone services are Jade and Phoenix. PA has no standalone services from the Far East. On the MD3/Tiger only MSC has ports calls in the Middle East on the backhaul. On the MD4/Dragon only MSC has port calls in West Africa, India and Sri Lanka on the backhaul. MSC has 6 Asia-USEC loops, 5 of these through Panama, and 4 Asia-USWC loops. They feature a call in Portland, Oregon. MSC has 11 Atlantic services, hereof one from Med. to the USWC. For shippers it appears that the alliance shake-up is indeed leading to more variety in the terms of network setups offered in the market. You can see the new MSC network here: https://lnkd.in/dHjC3iJp You can see the new PA network here:   https://lnkd.in/diWrKpYA Today is day 268 of the Red Sea diversions

347

5 comentários

Summer time… …and probably a smart idea to re-charge those batteries 🔋 Looking back at 1st half 2024, we’ve been indeed busy at Esgian Shipping… where the main accomplishment has been release of the extensive Voyage Analytics module for both RoRo and MPP - enabling our clients to estimate e.g EU ETS cost per voyage and calculate Scope 3 emissions - for over a quarter of a million completed voyages in the past 3+ years. …but we’re not stopping there. Oh no. Next out is the ability to track ongoing voyages and even simulate future ones 🔎 Looking forward to a hectic but super exciting 2nd half of 2024 - and wish all clients (current and prospective), colleagues and friends around the globe a great and relaxing summer - whether at the sea or in the mountains as below☀️ A special thanks to our two strategic partners Hesnes Shipping AS (RoRo) and Toepfer Transport GmbH (MPP) pulling in a combined 100 years of experience into our new approach 💥 #innovation #shipping #insights #roro #mpp #transparency #sustainability

34

3 comentários