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Container carriers far from new digital future

Digitalization has far from had a breakthrough in shipping, and the many new platforms have produced no real changes in the sector, which is lagging far behind other industries, writes Alphaliner in a new analysis.

Two months of decline in container rates put pressure on the industry

The container rates have dropped significantly since the middle of this summer, and Alphaliner projects a turbulent October. The most recent ultra-large orders from MSC and CMA CGM have triggered uncertainty in the long term. Read on to learn how far the individual routes have plunged.

One carrier in particular has absorbed Hanjin's vessels

Collapsed South Korean carrier Hanjin controlled a fleet of 102 container vessels, which have since been absorbed by other carriers. One carrier in particular has taken over a third of Hanjin's former capacity, writes Alphaliner.

Family-owned PIL could be next acquisition candidate

Analyst firm Alphaliner points to Singapore-based Pacific International Lines (PIL) as the most obvious acquisition candidate among the four carriers currently not part of the major alliances in the container market. However, the owning family told ShippingWatch in May that a sale was not in the cards.

Analysts: Maersk Line headed for billion-dollar improvement

An improved profit of no less than USD 1 billion for 2017 may sound like a bold prediction from Maersk Line, but Danish and international analysts speaking to ShippingWatch all seem confident that CEO Søren Skou is on track to reaching his goal. The group's first quarter results will be released Thursday.

Top analyst shoots down container carrier optimism

Alphaliner's chief analyst, Tan Hua Joo, is one of only a few external experts who has been asked by the container sector's secretive Box Club about his view of the future. He now warns the carriers of a worrisome development.

Major Asian port hub sees volumes slip big-time

Tanjung Pelepas, one of the key hubs of the container industry in Southeast Asia, lost close to 10 percent of its combined container volumes in 2016, according to numbers gathered by Alphaliner.

Alphaliner: Soaring activity for medium-size container ships

Things are looking better than it has in a long time for the medium-size container vessels as the charter rates are headed for a more sustainable level. There is an "extraordinary level of activity" right now, writes Alphaliner in the firm's latest analysis.

Alphaliner: Maersk Line and MSC in massive capacity buildup

The 2M alliance between MSC and Maersk Line will, starting April, increase its capacity on Asia-Europe by 25 percent, and the significant volume expansion could trigger rate disruptions, writes analyst firm Alphaliner in its latest newsletter.

Alphaliner: Mega-vessels will overwhelm container market in 2017

For every two container vessels hitting the water in 2017, only one will leave the fleet, projects Alphaliner in a new analysis. Fleet growth in the container market will be more than twice as big as in 2016 and will be driven by the delivery of new, giant container ships.

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