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Will the super-power of new alliances squeeze out mid-sized lines?

Mon 15 May 2017 by Rebecca Moore

Will the super-power of new alliances squeeze out mid-sized lines?
Two thirds of the alliances' orderbooks is made up of ultra large container vessels

The launch of the alliances puts a question mark against the survival of middle-sized lines that are not in an alliance, and tips the scales hugely towards the operators of ultra large container vessels

The new mega alliances could have a big impact on middle-sized lines that are not within their groupings – and leave a question mark hanging over the survival of these lines. After all, the new alliances account for a huge 48 per cent of global container ship capacity and 54 per cent of the orderbook.

And the alliances will drive the trend for ultra large container vessels (ULCVs) even further, leading to questions about oversupply. As VesselsValue’s infographic shows, 21 ships of the 35 on order for the 2M alliance are ULCVs, 50 out of 81 are ULCVs for Ocean Alliance, and a huge 29 out of 30 are ULCVs for THE Alliance.

 

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