Market Rewire — Hapag-Lloyd’s ZIM Acquisition & Post-CNY Signals скачать в хорошем качестве

Market Rewire — Hapag-Lloyd’s ZIM Acquisition & Post-CNY Signals

This week’s Supply Chain Secrets is jam-packed. Lars Jensen and Caroline Weaver dig into sharp post–Chinese New Year moves: loaded spot rates falling faster than expected, spreads tightening across Pacific trades, and what that means for market certainty. We unpack carrier results, network changes from Ocean Alliance’s “Day 10,” and real operational risk in the Red Sea return. The headline story: Hapag-Lloyd’s agreement to acquire most of ZIM’s fleet: what it means for Gemini, MSC, and competitive dynamics in the Transpacific and beyond. Lars breaks down why the deal matters strategically (fleet composition, charter vs. owned tonnage, and network implications), and why shippers, NVOCCs and carriers should be watching service reshuffles closely this contract season. If you want data-forward insight into where rates are actually moving, how to read market spreads (not just headlines), and what consolidation means for your routing and negotiation strategy — press play.