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Pandemic shifts in carrier alliance market shares

Aug, 25, 2021 Posted by Sylvia Schandert

Week 202134

Sea-Intelligence has published a report about the capacity market shares of the three carrier alliances, 2M Alliance, Ocean Alliance and THE Alliance, and well as the non-alliance services, on the Transpacific and Asia-Europe trades aiming to see how the alliance market shares have developed in the longer term, as well as across the 2020-2021 period.

The biggest takeaway, according to Sea-Intelligence analysis, was the sharp increase in the capacity market share of the non-alliance services on Asia-North America West Coast, eating away capacity market share from all three carrier alliances.

As can be seen in the following figure, since the start of the second half of 2020, carriers have started introducing non-alliance services on the trade lane at a rapid pace, especially after October 2020.

At present, nearly 30% of Asia-North America West Coast deployed capacity is being offered by non-alliance services.