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Alphaliner, 16, Place de l'iris, Courbevoie (2026)

09/10/2026

📢 TOC Americas 2026 is just around the corner - and we’ll be there!

🚢 Sofia Rodriguez will be representing us in Cartagena, Colombia from 20 - 22 October at one of the most important gatherings for the port and container supply chain community across the Americas.

💡 From port authorities and terminal operators to shipowners and logistics specialists: TOC Americas brings together every point along the supply chain for three days of conversations, connections and a window into the future of port and terminal operations.

🤝 We’re proud to be attending as Session Sponsors this year. If you’re heading to Cartagena, reach out to Sofia - she’d love to connect!

07/10/2026

📢 Analysts raise Maersk price target as market cap tops $50 bn

📈 Share prices for the majority of the leading public container carriers hit 52-week highs in August and September after the publication of strong Q2 results. Of the 11 top- and mid-tier companies surveyed by Alphaliner, eight operators saw their stock price reach yearly peaks in the weeks following. Only HapagLloyd, HMM and Yang Ming missed out, having seen their stocks peak in March.

🌍 Since then, signs of robust demand, ongoing geopolitical disruption and persistent port congestion have raised expectations for a continuation of strong rates.

💰 Following liner operating profits of $935 M and a 22% year-on-year increase in rates (far higher than the other carriers) in Q2, AP Moller-Maersk's (APMM) prospects have been quickly revised by banks. Six analysts, including HSBC, Morgan Stanley, Fearnley Securities, Citi, Goldman Sachs and Kepler Cheuvreux, raised their price targets on the group in September, with HSBC and Fearnleys both slapping a buy rating on the stock. HSBC raised its target price a second time last week to DKK 27,000.

🎯 In addition to upbeat expectations for the market over the rest of the year, it was recognised that APMM had been particularly effective in capturing the positive effects of higher rates. It follows an increase in its spot-exposed shipping capacity (now 56%), as well as the impact from unspecified digital investments.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications

02/10/2026

🚢 Hamburg delivered - and what a week it was.

🌍 Last month, SMM Hamburg 2026 once again confirmed its place as the leading event in the maritime industry calendar, welcoming around 50,000 trade visitors and 2,300 exhibitors from 66 countries, with participants spanning 134 nations.

🤝 Sinem Sen, Pelin Nişli, Jan Tiedemann, Hugo Rousse and Maximilian Kuhlmann were on the ground throughout the week, connecting with the industry across the fair and beyond.

🎙️ The week kicked off with the inaugural Mare Forum Hamburg, where the focus was on people, investing in talent and the human side of maritime, with around 160 attendees gathered for a panel on People Power.

30/09/2026

📢 Samudera and Meratus lead Indonesia's carrier Top-5

🌏 Indonesia is the world's largest archipelagic state, with about 17,000 islands stretched across roughly 5,000 km between the Indian and Pacific Oceans.

👥 With more than 280 million people, the world's fourth-largest population, Indonesia relies on the sea to move food, fuel and goods between densely populated islands such as Java and remote communities in the country's eastern provinces.

🔗 Domestic shipping is central to keeping the nation's economy connected, while international services link the country to key deep-sea hubs in the region. More recently, Indonesia has also attracted direct shipping links to China, India and the Middle East.

🗺️ Indonesia sits on some of the world's most important shipping chokepoints, including the Malacca, Sunda, Lombok and Makassar straits, which carry a large share of trade between Asia, the Middle East and Europe.

🏙️ Given the country's large population and archipelagic character, Indonesia's main ports are served by many of the world's major shipping lines. In addition to these, a number of Indonesian carriers play a vital role in the market. In this context, Alphaliner has taken a look at Indonesia's main container lines, a sector in which five domestic and regional carriers stand out.

🥇 Samudera tops the league of Indonesian carriers with a fleet of about 45,000 teu. However, more than 90% of Samudera's operated capacity is deployed on international routes rather than in the Indonesian domestic trade.

🥈 Meratus follows in second place with just under 44,000 teu. Despite its slightly smaller capacity, Meratus operates the most vessels, at 66 units. In contrast to Samudera, this Surabaya-headquartered carrier currently deploys only about 16% of its capacity on international regional loops.

⚓ Among the Top-5 Indonesian carriers, only Samudera and Meratus deploy vessels on international liner services, while the other three, Tanto Intim Line (39,000+ teu), Salam Pacific Indonesia Lines (SPIL, 31,500+ teu) and Temas (almost 18,000 teu), remain focused on Indonesia's domestic inter-island trade.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications

23/09/2026

📢 Top-10 carriers cut chartered tonnage exposure!

📅 Chartered container tonnage is losing the favour of the Top-10 container shipping lines. Since 2021-2022, the share of chartered capacity in most of the biggest carriers’ fleets has been falling, sometimes in a drastic way.

🚀 Thanks to the extraordinary profits shipping lines achieved in the post-Covid cargo boom, many started growing their fleets by investing in newbuilding container vessels and second-hand ships. The move allowed them to cut their dependence on chartered tonnage and increase control on their fleets.

📊 Whilst the operated capacities of the Top-10 carriers typically included 40-70% on charter ten years ago, this bracket is now down to 18-50%, with some shipping lines having cut their exposure in recent years more than others. The chartered fleets of the Top-5 carriers now stand between 30 and 40% of their deployed capacities.

ℹ️ Among the carriers who slashed their chartered exposure the most is South Korea’s HMM. Whilst the shipping company had 56% of its container fleet on charter, in capacity terms, in 2016, it is now less than 20%. After the collapse of Hanjin, the South Korean government propelled HMM to the position of Korean flagship carrier, supporting a massive fleet expansion that included the purchase of multiple newbuilding vessels, 59 so far.

🚢 CMA CGM saw the second largest drop, with the share of chartered tonnage falling from 67% of its operated fleet in 2016 to around 34% today. Most of the downfall started in the aftermath of the Covid pandemic, with huge profits allowing the carrier to invest massively in owned tonnage. The buying spree included 160 second-hand container vessels so far, while 100 newbuilding containerships, ordered for its own account, joined its network. The French carrier remains nonetheless a major user of non-operating owner (NOO) tonnage with an active presence in the charter market.

🕵️ MSC has seen its share of chartered fleet drop from 61% in 2016 to 36% today, a 41% fall. However, when looking at the share of the fleet on charter to MSC during Covid (around 75%), compared with the current 36%, the Geneva-based carrier has literally halved its charter exposure in the last five years.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications

16/09/2026

📢 Intra-Asia liner market: Maersk takes COSCO’s top spot!

📅 Alphaliner's mid-August review of the intra-Asia (excluding domestic) trade shows a modest 6.2% year-on-year increase in deployed capacity, to just below 2.6 M teu. This compares with over 5% growth in the global 34+ Mteu container fleet over the same period.

📊 The trade remains one of the most competitive in container shipping, with more than 80 active players surveyed in mid-August.

🚢 Most of them are small regional and feeder carriers that only held 37% of total deployed slots. Main Line Operators (MLOs) continue to dominate, controlling over 63% of capacity, despite deploying fewer vessels.

⚖️ The lead comes from larger ship size: MLOs average 2,699 teu per vessel, more than double the 1,338 teu average for regional carriers.

🌏 SITC, the leading regional carrier in intra-Asia, makes the point vividly: it runs 109 ships, but its considerably smaller average vessel size leaves its total capacity at 157,000 teu well behind Maersk and COSCO’s, putting SITC in sixth spot.

🎯 This is in line with SITC's focus on direct services to smaller and niche ports in Asia, rather than competing on scale.

🏆 SITC is the only carrier on the list besides Maersk (108 ships) and COSCO (122 ships) that operates a fleet of more than 100 vessels in the region.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications

09/09/2026

📢 The 27,500 teu ship: elusive vision or tomorrow’s reality?

ℹ️ For about a decade it looked as if the ‘megamax-24’ with its intake of around 24,000 teu would remain the largest container ship class ‘forever’.

💡 Alphaliner however believes that orders for vessels of an even larger type could be placed in the foreseeable future: Increased cost pressure might prompt some of the largest carriers to reconsider their fleet strategies and opt for a novel ship type that is slightly larger than the current capacity record holders.

📅 Even compared to a fairly recent point in time such as the beginning of 2020, a mere few weeks before the outbreak of the COVID-19 pandemic and its farreaching effects on global supply chains, the liner fleet has grown massively. Within this relatively short period, global boxship capacity has soared from 23.2 Mteu to 34.1 Mteu today, up 47%. On the back of this massive industry growth, most of the world’s top carriers could theoretically deploy at least one ‘full set’ of next-generation container ships on the East - West mainlines as of 2030. The sheer scale of the three main container line alliances would make this possible.

📊 A look at the top carriers’ fleet structures and orderbooks, as well as their alliance network setups, however suggests: One of the big shipping lines would likely profit more than others from being the first mover.

🚢 Why opt for ships bigger than the 24,000 teu ’megamax-24’?

💰 Especially on very long haul East - West mainlines, factors like the increasing price of fuel and the introduction of carbon emissions taxes will give bigger ships a competitive edge in the long run.

🕵🏻‍♂️ Five years ago, Alphaliner presented the hypothetical concept of a 425+ m long ‘gigamax’ container ship that would be one hold (or: two 40-foot bays) longer than today’s biggest ‘megamax’ ships.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications

02/09/2026

📢 Carriers enjoy profit rebound, but costs, trade mix prove key!

📈 The average operating margin for the leading container carriers rose to 11.2% in the second quarter of 2026, as route disruption, port congestion, and continued strong demand pushed freight rates sharply up.

📊 The results show the fortunes for the majority of container carriers have again turned after a difficult Q1. Unlike the previous two quarters, no lines reported operating deficits in the second quarter. However, Hapag-Lloyd remained in the red over the full six-month period.

🕵️ There were some surprises in the quarter, however, as Maersk’s margin overtook that of HMM, despite the usual dominance of Asian (spot-oriented) carriers over Europe’s (contract cover-oriented) lines when freight rates surge.

💪 Maersk logs highest rate increase!

🏆 Taiwan’s Wan Hai Lines again reported the highest operating margin for the quarter, at 26.0%. The mid-tier carrier has now topped the rankings for five consecutive quarters. Evergreen and COSCO Group, who have long dominated second and third position, traded places, with Evergreen rising to second with a margin of 18.4% to COSCO’s 14.2%, as East-West trades became a more important revenue driver than inter-Asia rates.

⚡ Most notably, Maersk climbed two places in the rankings after logging a margin of 8.9% on the back of a market-beating 22% year-on-year increase in rates. The world’s number two carrier benefited from good market exposure, with 56% of its product mix earning spot rates, as well as effective network redeployment, with rates rising 28% East-West and 21% North-South. CEO Vincent Clerc said digital investments also helped the line raise rates quicker than its rivals, without giving further details.

💰 As a result, Maersk’s group EBIT of USD 3 bn exceeded analysts’ expectations by almost USD 900 M. Its sixth place shipping margin ranking was its highest since 2023, and put the carrier above HMM.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications

26/08/2026

📢 Shake-up in port rankings at half-way stage!

ℹ️ A review of the top-30 ports at the half-year mark shows the widespread impact of geopolitical trends on the global container market, as carriers adjusted their networks in reaction to the Middle East conflict and shippers responded to the US tariff policy.

🗓️ The effect of renewed disruption in the Hormuz Strait, which resulted in a near shutdown of the waterway from March onwards and only a partial and unstable reopening in June, saw volumes plummet over 90% at Dubai’s Jebel Ali to just 374,000 teu in the second quarter of the year:

📉 Combined with a Q1 decline of 23%, Dubai’s flagship port handled a total 3.14 Mteu in the first six months of the year, less than half the 7.77 Mteu recorded a year earlier. As a result, the port fell out of the top-30, dropping from 10th place to 32nd.

📊 Abu Dhabi’s Khalifa Seaport also saw a major contraction. Operator AD Ports did not release official figures, but based on wider group results, it is thought volumes fell at least 50%, pushing Khalifa out of the top-50 from its previous position at 32nd.

📈 It contrasts with 2025, when the port registered year-on-year growth of 21.4%, challenging Lianyungang for a top-30 place.

✅ Read the full story and subscribe for the latest news in Liner shipping at https://public.axsmarine.com/alphaliner/publications.

21/08/2026

⚓ The future of shipping depends on the people who will shape it.

📍 At the 1st Mare Forum Germany 2026 in Hamburg, our Sinem Sen will join the panel discussion “People Power: Investing in People - The Future Maritime Workforce” to explore one of the industry's most pressing questions: how do we attract, develop and retain the talent shipping needs for the future?

💬 From recruitment and retention to diversity, automation, education, mental health and the industry's ability to make maritime careers compelling for the next generation, the discussion will challenge how well prepared the sector really is for the workforce of tomorrow.

🌊 We’re looking forward to hearing different perspectives on how the maritime industry can invest in its most important asset: its people.

Alphaliner

09/10/2026

07/10/2026

02/10/2026

30/09/2026

23/09/2026

16/09/2026

09/09/2026

02/09/2026

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21/08/2026

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