b'22American Journal ofTransportation ajot.comCurrent Ocean Carrier Alliance StructureTotal Owned Chartered OrderbookAlliance Rank Ocean Carrier Ships TEU Ships TEU Ships TEU Ships TEU*MSC plus Zim 1 MSC 897 6,443,864 602 3,418,821 295 3,025,043 132 2,049,7269 Zim 128 776,779 13 74,286 115 702,493 4 31,600Total 1,025 7,220,643 615 3,493,107 410 3,727,536 136 2,081,326Gemini 2 Maersk 737 4,552,723 335 2,620,880 402 1,931,843 52 729,1845 Hapag-Lloyd 303 2,363,040 130 1,370,752 173 992,288 34 440,798Total 1040 6,915,763 465 3,991,632 575 2,924,131 86 1,169,982Premier Alliance 6 ONE (Ocean Network Express) 262 2,009,947 95 820,340 167 1,189,607 45 583,2028 HMM Co Ltd 83 913,867 62 770,385 21 143,482 9 81,00010 Yang Ming 98 711,393 59 323,782 39 387,611 5 77,500Total 443 3,635,207 216 1,914,507 227 1,720,700 59 741,702Ocean Alliance 3 CMA CGM Group (incl APL) 664 3,875,154 312 2,211,550 352 1,663,604 102 1,591,5104 COSCO Group 522 3,355,194 199 2,001,382 323 1,353,812 51 864,0767 Evergreen Line 227 1,797,951 147 1,187,290 80 610,661 56 800,568Total 1413 9,028,299 658 5,400,222 755 3,628,077 209 3,256,154Alliances Total 2025 3,921 26,799,912 1,954 14,779,468 1,967 12,000,444 490 7,249,164*MSC and Zim have agreements on a number of routes but operate as "independents". Source: Derived fromAlphaliner Data 03/24(CHANGEcontinued fromyoure offering for us consoli- frompre-planningandjust(TARIFFScontinued fromwhenitcomestocapacity page 18) dation, LCL consolidation andhavingasmuchdiversitypage 20) management.justthereshufflingoftheFCL services, import, export,inourportfolioaspossiblefleetsizesofaround15%Lookingaheadto2026, alliancesthatsbeengoingnot just East Coast or not justfromaservicestandpointandanincreaseinvolumesSand noted that the possible on has been creating a littleWestCoast,youneedtobeandoptionsfromaservicemoved of around 10%. returnofshipstotheRed disruption on their side. Takeable to flip that cargo throughstandpoint.IfwehaveaSo,marketconditionsSea/SuezCanalwouldopen this week and last week outmultiple gateways, and thatsbottleneck somewhere, we canhaveactuallydeteriorated.the door to the effects of the of it, there were still changesthe same thing on the foreignreroutesomethingthroughHowever, as long as the Redcapacityincreasesthathave going on with the carrier endside. You want to make sureanothergatewayorthroughSeadisruptionpersistsandbuilt up which if accompa-that they needed to figure outthat youre coming in and outanother service, and thats avesselscontinuetore-routeniedbymediocredemand for their long-term strategiesof as many direct ports of callfunctionofbeingbuiltoveraround Africa,carrierswillcouldpushratesdownto and the new alliances. as possible, just the way theyears, not so much trying tocontinuetobeprofitableatlevelswherecarriersfindit Andtheoceancarriers,carriers do. putsomethingtogetherinaa more than reasonable leveldifficult to cover their costs. liketheindustryasaTroy Lines flexibility comesshort period of time. providedtheyaresavvyBut this remains conjecture.wholearetryingtotakea measuredapproachtotheir deployments. The carriers, I think, are being extra careful as theyre settling into these newrotationsaswellto how much capacity is on the market, and with those routes, what the impacts are of any reroutes or if any bottlenecks openup.Ithinkthecarrier peoplereacttocontrolthat capacityonthemarketor congestion, Troy remarked.A nnvo sk ey ton AvigAtingC hAngeFrom Michael Troys per-spective,oneofthekeysto handlingchangeslikethe industry is experiencing now is early planning.If youre trying to piece together things, nowyoureintrouble Wevehadalong-termstra-tegicplanThisgoesback to COVID. You learn from the volatility of the business that you need as many differ-entgatewayoptionsaspos-sible.So,makingsurethat'