Upply - Market insights

The recomposition of the shipping alliances in 2025

Written by Hervé Deiss | December 04 2024

February 2025 will mark the start of a restructuring of the global container shipping market around four main units. This transformation will have consequences for ports and shipping company clients alike.

A major upheaval is in preparation in the world of shipping alliances, which have not been substantially modified since 2017. The three main alliances currently bring together 10 major global shipping companies. From February 2025 on, however, they will be organised differently.

  • The 2M alliance will disappear. Maersk will partner Hapag Lloyd in a new alliance called Gemini, while MSC has opted to operate alone on the lines it currently operates within the alliance.
  • Ocean Alliance will continue with the same member companies and services.
  • THE Alliance will have three members in future instead of four, following the departure of Hapag Lloyd, and will be known in future as the Premier Alliance.

Data source: shipping companies - © Upply

Bigger global offering

To measure the effect of this redistribution on ports, we have analysed the services announced so far by the new alliances to find out which ports loose and which gain from February 2025 on. To do this, we have compared the services offered by the 10 shipping companies which make up the three alliances in 2024 with those they plan to provide in 2025. Certainly, MSC is no longer in an alliance, but we have opted to include it in our panorama, given the importance of its presence on the routes we are concerned with. Moreover, MSC and Premier Alliance announced in September that they would be cooperating on Asia-Europe routes.

Overall, the alliances will offer more services from February 2025 on. The different shipping companies have decided to increase the number of joint services they offer, which will increase from 17 to 24 between Asia and Europe and from 9 to 17 - virtually double - between Asia and the Mediterranean. There will be seven additional transpacific services, taking the total to 54. The number of transatlantic services has already increased, even though Premier Alliance members have yet to issue their sailing schedules for this market.

Data source: shipping companies – NA: not available - © Upply

The list of these services does not take account of the agreements that the shipping companies can negotiate with other partners on these lines. For example, ZIM has announced that it has concluded an agreement which will enable it to take slots on services. Moreover, the alliance companies have kept some of their east-west operations outside the scope of their alliance agreements. Hapag Lloyd, for example, will be operating six services outside Gemini.

To find out more, download the white paper on the recomposition of the shipping alliances in 2025