<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Maritime Analytica: Interviews with Leaders]]></title><description><![CDATA[Exclusive insights and experiences from industry leaders are showcased. Each issue reveals perspectives from those shaping the future of container shipping.]]></description><link>https://www.maritimeanalytica.com/s/interviews</link><image><url>https://substackcdn.com/image/fetch/$s_!QoX4!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6e975c13-312f-46a3-8761-5bca2dd0175f_647x647.png</url><title>Maritime Analytica: Interviews with Leaders</title><link>https://www.maritimeanalytica.com/s/interviews</link></image><generator>Substack</generator><lastBuildDate>Sat, 16 May 2026 13:48:41 GMT</lastBuildDate><atom:link href="https://www.maritimeanalytica.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Maritime Analytica]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[info@maritimeanalytica.com]]></webMaster><itunes:owner><itunes:email><![CDATA[info@maritimeanalytica.com]]></itunes:email><itunes:name><![CDATA[Maritime Analytica]]></itunes:name></itunes:owner><itunes:author><![CDATA[Maritime Analytica]]></itunes:author><googleplay:owner><![CDATA[info@maritimeanalytica.com]]></googleplay:owner><googleplay:email><![CDATA[info@maritimeanalytica.com]]></googleplay:email><googleplay:author><![CDATA[Maritime Analytica]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[🚨10 Must-Knows from Maersk CEO Vincent Clerc on the Future of Europe’s Ports!]]></title><description><![CDATA[&#127959;&#65039;Europe&#8217;s ports are reaching their limits &#8212; Clerc says act now or fall behind.]]></description><link>https://www.maritimeanalytica.com/p/10-must-knows-from-maersk-ceo-vincent-e4f</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-knows-from-maersk-ceo-vincent-e4f</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Tue, 11 Nov 2025 13:12:11 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!lpxE!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Join Us</a> / &#10024;<a href="https://maritime-analytica-media-kit.my.canva.site/">Media Kit</a> / &#128202;<a href="https://maritimeanalytica.gumroad.com/l/xxxdtp?layout=profile">Exclusive Report</a> / &#127909;<a href="https://www.youtube.com/@MaritimeAnalytica">YouTube</a> / &#127963;&#65039;<a href="https://www.maritimeanalytica.com/about">About Us</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!okg5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!okg5!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 424w, https://substackcdn.com/image/fetch/$s_!okg5!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 848w, https://substackcdn.com/image/fetch/$s_!okg5!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 1272w, https://substackcdn.com/image/fetch/$s_!okg5!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!okg5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:20938,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:&quot;image/webp&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/176302051?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!okg5!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 424w, https://substackcdn.com/image/fetch/$s_!okg5!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 848w, https://substackcdn.com/image/fetch/$s_!okg5!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 1272w, https://substackcdn.com/image/fetch/$s_!okg5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F828077b4-3fc3-4da0-911f-cb76d8fcf46b_936x138.webp 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>At the grand opening of APM Terminals&#8217; new <strong>Rijeka Gateway</strong>, Maersk CEO <strong>Vincent Clerc</strong> delivered a clear message to Europe:</p><pre><code>ports aren&#8217;t just gateways &#8212; they&#8217;re <em>strategic arteries</em> of economic power and security.</code></pre><p>As global trade shifts and tensions rise, Clerc warned that Europe&#8217;s fragmented port policy risks choking its own competitiveness.</p><p>His call: <em>Treat ports as critical infrastructure, unite politics and commerce, and act before congestion becomes crisis.</em></p><div><hr></div><p>uncover the full picture. Ready to dive in? Let&#8217;s go. &#127754;</p><div><hr></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!lpxE!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!lpxE!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 424w, https://substackcdn.com/image/fetch/$s_!lpxE!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 848w, https://substackcdn.com/image/fetch/$s_!lpxE!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 1272w, https://substackcdn.com/image/fetch/$s_!lpxE!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!lpxE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif" width="877" height="493" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:493,&quot;width&quot;:877,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!lpxE!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 424w, https://substackcdn.com/image/fetch/$s_!lpxE!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 848w, https://substackcdn.com/image/fetch/$s_!lpxE!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 1272w, https://substackcdn.com/image/fetch/$s_!lpxE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">www.maersk.com</figcaption></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/10-must-knows-from-maersk-ceo-vincent-e4f?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/10-must-knows-from-maersk-ceo-vincent-e4f?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><h3>Let&#8217;s unpack <strong>10 Must-Knows from Vincent Clerc&#8217;s Port Vision:</strong></h3><div><hr></div><h3>1&#65039;&#8419; <strong>Ports Matter Beyond Borders</strong></h3><p>&#10145;&#65039;&#65039; &#8220;This terminal is important for Croatia, but not only for Croatia.&#8221;</p><div><hr></div><h3>2&#65039;&#8419; <strong>Europe&#8217;s Scarcity Challenge</strong></h3><p>&#10145;&#65039;&#65039; &#8220;It matters for all of Europe. Across our continent, port capacity is scarce.&#8221;</p><div><hr></div>
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   ]]></content:encoded></item><item><title><![CDATA[🔥Hapag-Lloyd CEO Jansen: “The US Role in Global Shipping Is Shrinking — And It Could Last for Years”]]></title><description><![CDATA[&#128680;10 Must-Know Insights on Hapag-Lloyd&#8217;s Strategy, Global Trade Shifts, and the Future of Container Shipping!]]></description><link>https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-jansen-the-us-role</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-jansen-the-us-role</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Thu, 18 Sep 2025 13:54:18 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!UulC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fb88c61-2fed-433a-a06b-cc4ef31c2ee7_1493x840.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293;Greetings, Maritime Mavericks!</p><p>Global shipping is entering a decisive phase.</p><p>Demand flows are shifting, supply chains are being redesigned, and U.S. tariffs are rewriting trade maps.</p><p>Hapag-Lloyd stands at the center of this transformation &#8212; balancing growth, cost pressures, and new opportunities.</p><p>With <strong>flexible fleet deployment</strong>, <strong>supply chain diversification</strong>, and the <strong>Gemini network</strong>, it has positioned itself for resilience.</p><p>But uncertainty remains high: freight rates are volatile, U.S. demand is slowing, and consumer sentiment is fragile.</p><p>The next <strong>18 months</strong> will separate winners from survivors &#8212; and Hapag-Lloyd wants to lead.</p><p><strong>&#128680;10 Must-Know Insights from Hapag LLoyd CEO on Hapag-Lloyd&#8217;s Strategy, Global Trade Shifts, and the Future of Container Shipping!</strong></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!UulC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fb88c61-2fed-433a-a06b-cc4ef31c2ee7_1493x840.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!UulC!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fb88c61-2fed-433a-a06b-cc4ef31c2ee7_1493x840.jpeg 424w, https://substackcdn.com/image/fetch/$s_!UulC!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fb88c61-2fed-433a-a06b-cc4ef31c2ee7_1493x840.jpeg 848w, 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srcset="https://substackcdn.com/image/fetch/$s_!Vudy!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F626faafe-e855-4a22-9e85-a68cc9bbf0a8_972x488.png 424w, https://substackcdn.com/image/fetch/$s_!Vudy!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F626faafe-e855-4a22-9e85-a68cc9bbf0a8_972x488.png 848w, https://substackcdn.com/image/fetch/$s_!Vudy!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F626faafe-e855-4a22-9e85-a68cc9bbf0a8_972x488.png 1272w, https://substackcdn.com/image/fetch/$s_!Vudy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F626faafe-e855-4a22-9e85-a68cc9bbf0a8_972x488.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2><strong>&#128680;10 Must-Know Insights from Hapag LLoyd CEO:</strong></h2><h3><strong>1. Flexible Fleet Deployment</strong></h3><p>&#10145;&#65039; <em>&#8220;We&#8217;re lucky because we can move our ships around freely. We can deploy more ships in Asia, India, Africa, or wherever the demand is. That&#8217;s a big plus compared to those tied to fixed assets.&#8221;</em></p><p>&#128161;<strong>Maritime Analytica Insight: </strong>Hapag-Lloyd operates <strong>313 vessels</strong> (2.48M TEU), with <strong>59% owned fleet</strong>, giving strong flexibility in redeploying ships to growth markets.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!HhX6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4821a56-fd9e-4743-b1e1-12ff2e706ed4_497x299.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!HhX6!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4821a56-fd9e-4743-b1e1-12ff2e706ed4_497x299.png 424w, 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h3><strong>2. Supply Chain Diversification</strong></h3><p>&#10145;&#65039;<em> &#8220;I believe that many shippers and many buyers will, over time, diversify their supply chains, because you need to manage risk in a very different way in today&#8217;s world compared to how it was in the past.&#8221;</em></p><p>&#128161;<strong>Maritime Analytica Insight: </strong>Far East exports rose <strong>+7.2% YoY</strong> in H1 2025, driving <strong>11% volume growth</strong> for Hapag-Lloyd across diversified lanes.</p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!CaT9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!CaT9!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 424w, https://substackcdn.com/image/fetch/$s_!CaT9!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 848w, https://substackcdn.com/image/fetch/$s_!CaT9!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 1272w, https://substackcdn.com/image/fetch/$s_!CaT9!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!CaT9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png" width="502" height="194" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:194,&quot;width&quot;:502,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:22161,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/172457376?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!CaT9!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 424w, https://substackcdn.com/image/fetch/$s_!CaT9!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 848w, https://substackcdn.com/image/fetch/$s_!CaT9!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 1272w, https://substackcdn.com/image/fetch/$s_!CaT9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b05295b-b734-4ef0-a551-779dcf51a700_502x194.png 1456w" sizes="100vw" loading="lazy"></picture><div></div></div></a></figure></div><div><hr></div><h3><strong>3. Diversification Offsets Cargo Weakness</strong></h3><p>&#10145;&#65039; <em>&#8220;That&#8217;s good for liner operators, because supply chain diversification increases vessel demand, offsetting some of the negative effects from weaker overall cargo volumes.&#8221;</em></p><p>&#128161;<strong>Maritime Analytica Insight: </strong>Transport volumes climbed to <strong>6.75M TEU</strong> (+10.6% YoY) while freight rates stayed stable at <strong>$1,400/TEU</strong>, softening cargo pressure.</p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!esk6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!esk6!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 424w, https://substackcdn.com/image/fetch/$s_!esk6!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 848w, https://substackcdn.com/image/fetch/$s_!esk6!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 1272w, https://substackcdn.com/image/fetch/$s_!esk6!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!esk6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png" width="516" height="213" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:213,&quot;width&quot;:516,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:24079,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/172457376?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!esk6!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 424w, https://substackcdn.com/image/fetch/$s_!esk6!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 848w, https://substackcdn.com/image/fetch/$s_!esk6!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 1272w, https://substackcdn.com/image/fetch/$s_!esk6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36e1a0a8-5d30-4547-8e02-65cdf7c64193_516x213.png 1456w" sizes="100vw" loading="lazy"></picture><div></div></div></a></figure></div>
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   ]]></content:encoded></item><item><title><![CDATA[🔥Hapag-Lloyd CEO Rolf Habben Jansen: "2025 Outlook Stronger Than Expected"]]></title><description><![CDATA[&#128287;Must-Know Insights from Rolf Habben Jansen on Q2 & 2025 Outlook!]]></description><link>https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-c64</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-c64</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Wed, 03 Sep 2025 12:34:51 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!7j3p!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a href="https://maritimeanalytica.gumroad.com/l/xxxdtp">Exclusive Report</a> /&#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> /&#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>Global container shipping is sailing through turbulent waters &#8212; tariffs, fuel costs, and regulatory pressures keep margins tight. </p><p>But <strong>Hapag-Lloyd CEO Rolf Habben Jansen</strong> remains surprisingly bullish. Volumes are rising, Gemini network reliability is unmatched, and strategic cost discipline is reshaping the future.</p><p>Here&#8217;s the <strong>10 must-know takeaways</strong> from Jansen&#8217;s Q2 insights &#8212; directly from his statements, with expert Maritime Analytica context to connect the dots.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!7j3p!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!7j3p!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 424w, https://substackcdn.com/image/fetch/$s_!7j3p!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 848w, https://substackcdn.com/image/fetch/$s_!7j3p!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!7j3p!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!7j3p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!7j3p!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 424w, https://substackcdn.com/image/fetch/$s_!7j3p!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 848w, https://substackcdn.com/image/fetch/$s_!7j3p!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!7j3p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc160478a-5700-41fe-8130-39c60f4eeecd_1493x840.jpeg 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h3>1&#65039;&#8419; &#8220;In the end, this year is going to turn out better than many people thought initially.&#8221;</h3><p>&#127941; <strong>Maritime Analytica Insight:</strong> Despite tariff shocks and Red Sea disruptions, <strong>H1 2025 revenue climbed +11% YoY</strong> to <strong>$10.6B</strong> with <strong>volumes up +10.6%</strong> to <strong>6.7M TEU</strong>. Resilient demand is softening macro headwinds.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!vH6I!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!vH6I!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 424w, https://substackcdn.com/image/fetch/$s_!vH6I!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 848w, https://substackcdn.com/image/fetch/$s_!vH6I!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 1272w, https://substackcdn.com/image/fetch/$s_!vH6I!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!vH6I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png" width="705" height="350.74626865671644" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:300,&quot;width&quot;:603,&quot;resizeWidth&quot;:705,&quot;bytes&quot;:29205,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/171625338?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!vH6I!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 424w, https://substackcdn.com/image/fetch/$s_!vH6I!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 848w, https://substackcdn.com/image/fetch/$s_!vH6I!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 1272w, https://substackcdn.com/image/fetch/$s_!vH6I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d14be86-fc33-4f42-ae8b-48b69257b7b7_603x300.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h3>2&#65039;&#8419; &#8220;We expect 2-3% growth for the full year, which is broadly what people should expect in this industry.&#8221;</h3><p>&#127941; <strong>Maritime Analytica Insight:</strong> Global container trade volumes are forecast to grow <strong>2.5% YoY in 2025</strong>, aligned with Hapag&#8217;s projections. Structural growth is underpinned by strong Transpacific and Intra-Asia flows despite pricing volatility.</p><div><hr></div>
      <p>
          <a href="https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-c64">
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   ]]></content:encoded></item><item><title><![CDATA[🔥ZIM CEO Eli Glickman: 10 Must-Know Insights on Q2 and Global Shipping!]]></title><description><![CDATA[&#128680;ZIM&#8217;s Q2 playbook: bold moves, shifting trade routes, and survival strategies.]]></description><link>https://www.maritimeanalytica.com/p/zim-ceo-eli-glickman-10-must-know</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/zim-ceo-eli-glickman-10-must-know</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Thu, 28 Aug 2025 13:57:49 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Mpeo!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a href="https://maritimeanalytica.gumroad.com/l/xxxdtp">Exclusive Report</a> /&#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> /&#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>The global container shipping market is <strong>volatile, unpredictable, and rapidly changing</strong>.</p><p>ZIM CEO <strong>Eli Glickman</strong> spoke openly about strategy, capacity, costs, and future guidance during the Q2 2025 earnings call.</p><p>Here are the <strong>10 must-know insights</strong>, straight from his words &#128071;</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Mpeo!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Mpeo!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 424w, https://substackcdn.com/image/fetch/$s_!Mpeo!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 848w, https://substackcdn.com/image/fetch/$s_!Mpeo!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 1272w, https://substackcdn.com/image/fetch/$s_!Mpeo!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Mpeo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png" width="725" height="398.94179894179894" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:312,&quot;width&quot;:567,&quot;resizeWidth&quot;:725,&quot;bytes&quot;:223740,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/171537933?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Mpeo!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 424w, https://substackcdn.com/image/fetch/$s_!Mpeo!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 848w, https://substackcdn.com/image/fetch/$s_!Mpeo!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 1272w, https://substackcdn.com/image/fetch/$s_!Mpeo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2d2602bd-7c34-4b6d-ad10-cbba590a5103_567x312.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" 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srcset="https://substackcdn.com/image/fetch/$s_!Fwx7!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 424w, https://substackcdn.com/image/fetch/$s_!Fwx7!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 848w, https://substackcdn.com/image/fetch/$s_!Fwx7!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 1272w, https://substackcdn.com/image/fetch/$s_!Fwx7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h3>1&#65039;&#8419; Leveraging Capacity Amid Disruption</h3><p><em>"Amid market disruptions and volatility, we continued to leverage our upscaled capacity and improved cost structure in Q2."</em></p><p>&#128161; <strong>Maritime Analytica Insight</strong> &#8212; ZIM moved 895K TEU in Q2 (-6% YoY) and kept $472M EBITDA with a 29% margin despite weak demand.</p><div><hr></div><h3>2&#65039;&#8419; Focused on What We Can Control</h3><p><em>"In this highly uncertain market environment, our focus is controlling what we can to position ZIM for sustainable and profitable growth over the long term."</em></p><p>&#128161; <strong>Maritime Analytica Insight</strong> &#8212; ZIM holds $2.87B liquidity and $1.18B cash, giving flexibility to manage costs and protect profit.</p><div><hr></div><h3>3&#65039;&#8419; Modern, Competitive Fleet = Core Strength</h3><p><em>"Our strength lies in the quality of our modern, competitive fleet and in our agile commercial strategy."</em></p><p>&#128161; <strong>Maritime Analytica Insight</strong> &#8212; 50% of capacity comes from newbuild vessels and 40% is LNG-powered, cutting fuel costs and improving efficiency.</p><div><hr></div>
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   ]]></content:encoded></item><item><title><![CDATA[🔥Breaking: Maersk CEO Vincent Clerc: "The Great Supply Chain Reset"]]></title><description><![CDATA[&#127760; Global trade is rewriting its rules &#8212; Maersk&#8217;s CEO shares why the next decade could redefine supply chains forever!]]></description><link>https://www.maritimeanalytica.com/p/breaking-maersk-ceo-vincent-clerc</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/breaking-maersk-ceo-vincent-clerc</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Tue, 26 Aug 2025 12:14:23 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!sFKL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c7e6410-733a-4fb8-ace7-5da56f86b93b_1919x1042.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>Global trade is at a turning point. </p><p>Supply chains are shifting, but change takes time. </p><p>With tariffs at historic highs and constant disruptions, uncertainty dominates&#8212;but so do <strong>opportunities for those who move fast</strong>.</p><p>Maersk CEO Vincent Clerc shares how businesses are <strong>adapting, surviving, and preparing</strong> for an unpredictable future. </p><p>Ready to Discover? </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!sFKL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c7e6410-733a-4fb8-ace7-5da56f86b93b_1919x1042.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!sFKL!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c7e6410-733a-4fb8-ace7-5da56f86b93b_1919x1042.png 424w, https://substackcdn.com/image/fetch/$s_!sFKL!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c7e6410-733a-4fb8-ace7-5da56f86b93b_1919x1042.png 848w, https://substackcdn.com/image/fetch/$s_!sFKL!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c7e6410-733a-4fb8-ace7-5da56f86b93b_1919x1042.png 1272w, https://substackcdn.com/image/fetch/$s_!sFKL!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c7e6410-733a-4fb8-ace7-5da56f86b93b_1919x1042.png 1456w" sizes="100vw"><img 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pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" 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Ready!</h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://maritimeanalytica.gumroad.com/l/xxxdtp" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Fwx7!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 424w, https://substackcdn.com/image/fetch/$s_!Fwx7!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 848w, https://substackcdn.com/image/fetch/$s_!Fwx7!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe2169d79-d4bf-4684-a15b-46133552be50_1920x1080.png 1272w, 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stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;e1e3f8b8-48ec-4135-89ff-8dc430fe45e1&quot;,&quot;caption&quot;:&quot;&#127894;&#65039;Subscribe /&#10024;Sponsorship /&#128202;Exclusive Report /&#128591;Rate us /&#127873;Send Gift&quot;,&quot;cta&quot;:&quot;Read full story&quot;,&quot;showBylines&quot;:true,&quot;size&quot;:&quot;lg&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;&#128293;Q2 Surprise: Is Maersk Quietly Winning the Logistics War?&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:3804167,&quot;name&quot;:&quot;Maritime Analytica&quot;,&quot;bio&quot;:&quot;The premier intelligence and brand partner for global container shipping, delivering insights to 200,000+ professionals worldwide.&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg&quot;,&quot;is_guest&quot;:false,&quot;bestseller_tier&quot;:null}],&quot;post_date&quot;:&quot;2025-08-07T10:56:01.402Z&quot;,&quot;cover_image&quot;:&quot;https://substackcdn.com/image/fetch/$s_!lpxE!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ee160a-b49c-42b5-af2d-f11ea2f7a166_877x493.avif&quot;,&quot;cover_image_alt&quot;:null,&quot;canonical_url&quot;:&quot;https://www.maritimeanalytica.com/p/q2-surprise-is-maersk-quietly-winning&quot;,&quot;section_name&quot;:&quot;10 Must-Know Series&quot;,&quot;video_upload_id&quot;:null,&quot;id&quot;:170349382,&quot;type&quot;:&quot;newsletter&quot;,&quot;reaction_count&quot;:5,&quot;comment_count&quot;:0,&quot;publication_id&quot;:null,&quot;publication_name&quot;:&quot;Maritime Analytica&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!QoX4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6e975c13-312f-46a3-8761-5bca2dd0175f_647x647.png&quot;,&quot;belowTheFold&quot;:true,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><div><hr></div><h2>&#128287;Must Know from Maersk CEO Vincet Clerc + Maritime Analytica Insights</h2><p></p><h3>1&#65039;&#8419; "What we're seeing through this trade war is a redrawing of the global supply chain. But we need to remember the time it will take for this to happen."</h3><p><strong>&#128161;Maritime Analytica Insight: </strong>Global container demand rose 3&#8211;5% YoY in Q2 despite U.S. tariff shocks, driven by Europe, Latin America, and Africa imports. Maersk volumes grew +4.2% YoY, showing rerouted trade resilience</p><h3>2&#65039;&#8419; "A lot of what our customers are doing is managing existing supply chains and reflecting on what the supply chain of the future looks like for them."</h3><p><strong>&#128161;Maritime Analytica Insight: </strong>Maersk&#8217;s Gemini network achieved &gt;90% reliability since June, helping clients reshape supply chains amid volatility. Logistics &amp; Services EBIT margin improved to 4.8% as customers invest in long-term resilience</p><h3>3&#65039;&#8419; "Hopefully what these new trade agreements will provide is a bit more certainty for them to make the decisions they need to make on the future of their supply chain."</h3><p><strong>&#128161;Maritime Analytica Insight: </strong>U.S. tariffs surged from 5% to 24% in Q2, the highest since 1930. Maersk expects 2&#8211;4% global container growth in 2025 if tariff rules stabilize, supporting customers&#8217; long-term network planning</p>
      <p>
          <a href="https://www.maritimeanalytica.com/p/breaking-maersk-ceo-vincent-clerc">
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   ]]></content:encoded></item><item><title><![CDATA[🔥Hapag-Lloyd CEO Rolf Habben Jansen on Q2'25: "Margins Under Siege, Volumes on the Rise!"]]></title><description><![CDATA[&#128680; Gemini boosts reliability, but rising costs hit Hapag&#8217;s Q2 margins!]]></description><link>https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-5e4</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-5e4</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Fri, 22 Aug 2025 17:24:02 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!RhCb!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a href="https://maritimeanalytica.gumroad.com/l/xxxdtp">Exclusive Report</a> /&#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> /&#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>Global shipping is navigating its toughest balancing act yet.</p><p>Demand is strong, but profits are sinking fast.</p><p>Hapag-Lloyd&#8217;s Gemini network is hitting <strong>90%+ schedule reliability</strong>, yet at a massive cost.</p><p>ETS fees, Red Sea disruptions, and high fuel prices are reshaping the entire cost base.</p><p>Rolf Habben Jansen explains how Hapag is adapting to survive today while building the fleet of tomorrow.</p><p>Ready? Let&#8217;s go&#8230;</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!RhCb!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!RhCb!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 424w, https://substackcdn.com/image/fetch/$s_!RhCb!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 848w, https://substackcdn.com/image/fetch/$s_!RhCb!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!RhCb!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!RhCb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg" width="1456" height="819" 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https://substackcdn.com/image/fetch/$s_!RhCb!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 848w, https://substackcdn.com/image/fetch/$s_!RhCb!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!RhCb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b21816a-7ec1-4b46-af3d-d96beff7865a_1493x840.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" 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y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">www.hapag-lloyd.com</figcaption></figure></div><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;e495d7e9-501c-49a6-bda6-e26fa75bccf3&quot;,&quot;caption&quot;:&quot;&#127894;&#65039;Subscribe /&#10024;Sponsorship /&#128202;Exclusive Report /&#128591;Rate us /&#127873;Send Gift&quot;,&quot;cta&quot;:&quot;Read full story&quot;,&quot;showBylines&quot;:true,&quot;size&quot;:&quot;lg&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;&#128680;Q2 Reality Check: Is Hapag-Lloyd Playing Defense or Quietly Expanding Its Power?&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:3804167,&quot;name&quot;:&quot;Maritime Analytica&quot;,&quot;bio&quot;:&quot;The premier intelligence and brand partner for global container shipping, delivering insights to 200,000+ professionals 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Analytica&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!QoX4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6e975c13-312f-46a3-8761-5bca2dd0175f_647x647.png&quot;,&quot;belowTheFold&quot;:true,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><div><hr></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5nK9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7217b91-b61a-4edd-bb1e-38d714a3ead6_768x462.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5nK9!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7217b91-b61a-4edd-bb1e-38d714a3ead6_768x462.png 424w, https://substackcdn.com/image/fetch/$s_!5nK9!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7217b91-b61a-4edd-bb1e-38d714a3ead6_768x462.png 848w, https://substackcdn.com/image/fetch/$s_!5nK9!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7217b91-b61a-4edd-bb1e-38d714a3ead6_768x462.png 1272w, https://substackcdn.com/image/fetch/$s_!5nK9!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7217b91-b61a-4edd-bb1e-38d714a3ead6_768x462.png 1456w" sizes="100vw"><img 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Despite geopolitical risks, resilient demand and Gemini efficiencies helped buffer market volatility.</p><div><hr></div><h3>2&#65039;&#8419; &#8220;The network had gotten off to a very successful start, having delivered on its promise of more than 90% schedule reliability.&#8221;</h3><p>&#127941; <strong>Maritime Analytica Insight: </strong>Gemini achieved <strong>92&#8211;95% on-time performance</strong> across key Asia-Europe and Transpacific lanes. Around <strong>60% of bookings</strong> now run on Gemini routes, making Hapag the <strong>industry leader in reliability</strong>.</p><div><hr></div><h3>3&#65039;&#8419;&#8220;But making the switch had cost Hapag-Lloyd a three-digit million-dollar figure.&#8221;</h3><p>&#127941; <strong>Maritime Analytica Insight: </strong>Gemini transition costs exceeded <strong>$250M+</strong> in H1, a key driver of the <strong>-61% EBIT plunge in Q2</strong> to <strong>$189M</strong>. Startup expenses and vessel diversions around the Cape of Good Hope are weighing heavily on margins.</p>
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   ]]></content:encoded></item><item><title><![CDATA[🔥10 Must-Knows from Maersk CEO Vincent Clerc on Global Shipping & Globalization!]]></title><description><![CDATA[&#127760;Is globalization breaking apart&#8212;or entering a bold new phase for shipping?]]></description><link>https://www.maritimeanalytica.com/p/10-must-knows-from-maersk-ceo-vincent-320</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-knows-from-maersk-ceo-vincent-320</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Wed, 20 Aug 2025 08:57:02 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!pVYM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a href="https://maritimeanalytica.gumroad.com/l/fdfgx">Exclusive Report</a> /&#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> /&#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>In a world shaken by trade wars, shifting supply chains, and green pressures, Maersk CEO Vincent Clerc sees opportunity where others see chaos.</p><p>In his CNN interview, he paints a bold picture: <strong>a new era of globalization driven by Asia, rising U.S. protectionism, and supply chains being rebuilt from the ground up.</strong> </p><p>Maersk&#8217;s playbook is clear&#8212;go beyond shipping, double down on logistics, and bet on green fuels. In this high-stakes race, the winners will be those who adapt fastest.</p><p><strong>Let&#8217;s reveal 10 Key Takeaways from Vincent Clerc&#8217;s Vision:</strong></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!pVYM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!pVYM!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg 424w, https://substackcdn.com/image/fetch/$s_!pVYM!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg 848w, https://substackcdn.com/image/fetch/$s_!pVYM!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!pVYM!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!pVYM!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1edef74c-5d5e-4023-9c2b-06a6090b9ae7_720x405.jpeg" width="720" height="405" 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data-attrs="{&quot;nodeId&quot;:&quot;19080d16-465b-4f70-8a5d-53180f951d06&quot;,&quot;caption&quot;:&quot;&#127894;&#65039;Subscribe /&#10024;Sponsorship /&#128202;Exclusive Report /&#128591;Rate us /&#127873;Send Gift&quot;,&quot;cta&quot;:&quot;Read full story&quot;,&quot;showBylines&quot;:true,&quot;size&quot;:&quot;lg&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;&#128293;Q2 Surprise: Is Maersk Quietly Winning the Logistics War?&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:3804167,&quot;name&quot;:&quot;Maritime Analytica&quot;,&quot;bio&quot;:&quot;The premier intelligence and brand partner for global container shipping, delivering insights to 200,000+ professionals 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Analytica&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!QoX4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6e975c13-312f-46a3-8761-5bca2dd0175f_647x647.png&quot;,&quot;belowTheFold&quot;:true,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><div><hr></div><p>1&#65039;&#8419; <strong>Globalization 2.0 Has Begun</strong></p><p><em>&#8220;In the rest of the world, we seem to have entered now a new phase of globalization by China.&#8221;</em></p><p>2&#65039;&#8419; <strong>The Next Battle: Protectionism or Open Markets</strong></p><p><em>&#8220;It&#8217;ll be interesting to see whether there&#8217;s a protectionist response&#8212;or if this trend becomes the industry&#8217;s new normal.&#8221;</em></p><p>3&#65039;&#8419; <strong>U.S. National Security vs. Global Trade</strong></p><p><em>&#8220;The U.S. sees this second phase of globalization as a risk to its manufacturing base and strategic independence.&#8221;</em></p>
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   ]]></content:encoded></item><item><title><![CDATA[🔥10 Must-Knows from MSC CEO Soren Toft on MSC’s Global Growth!]]></title><description><![CDATA[&#127760;How is MSC rewriting global shipping this year?]]></description><link>https://www.maritimeanalytica.com/p/10-must-knows-from-msc-ceo-soren-1a0</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-knows-from-msc-ceo-soren-1a0</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Thu, 03 Jul 2025 12:26:16 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!viID!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293;Greetings, Maritime Mavericks!</p><p><em>When others slow down, MSC accelerates.</em> </p><p>In 2025, <strong>the world&#8217;s largest container operator commands 922 ships and 6.6 million TEU</strong>, pushing global trade forward. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!pSyu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!pSyu!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 424w, https://substackcdn.com/image/fetch/$s_!pSyu!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 848w, https://substackcdn.com/image/fetch/$s_!pSyu!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 1272w, https://substackcdn.com/image/fetch/$s_!pSyu!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!pSyu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png" width="1274" height="713" 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https://substackcdn.com/image/fetch/$s_!pSyu!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 848w, https://substackcdn.com/image/fetch/$s_!pSyu!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 1272w, https://substackcdn.com/image/fetch/$s_!pSyu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581bc38e-3a82-4ab3-aadf-de8968ad5eb7_1274x713.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>From record-breaking mega-ship orders to bold calls in West Africa with 24K TEU giants, MSC is rewriting the limits of scale. </p><p>Even US port fees couldn&#8217;t slow its determination to build China-sourced vessels for a cleaner, greener fleet. </p><p>Landmark partnerships in Brazil and towage leadership with Boluda prove its long-term mindset. </p><p>At the Hamburg Yellow Festival, the spirit of progress and pride was on full display. Backed by 100,000+ seafarers, MSC keeps the world connected &#8212; no matter the storm.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!viID!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!viID!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!viID!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png 848w, 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:971,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Generated image&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Generated image" title="Generated image" srcset="https://substackcdn.com/image/fetch/$s_!viID!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!viID!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!viID!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!viID!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c775443-2f11-408d-8248-d3c8f52c7551_1536x1024.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/10-must-knows-from-msc-ceo-soren-1a0?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/10-must-knows-from-msc-ceo-soren-1a0?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><strong>&#128073; </strong><em><strong>Let&#8217;s break down the 10 essential highlights from MSC CEO Soren Toft:</strong></em></p><ol><li><p><em>&#8220;We&#8217;re now halfway through 2025 &#8211; and there&#8217;s a lot to reflect on</em></p><p></p></li><li><p><em>&#8220;In Q2, we kept growing despite market volatility. &#8220;</em></p><p></p></li><li><p><em>&#8220;Our standalone East-West network is performing well, and we&#8217;re fine-tuning as we go &#8211; with nimbleness proving key.&#8221;</em></p><p></p></li><li><p><em>&#8220;We also took important long-term steps. &#8220;</em></p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🚨10 Must-Knows from Yang Ming CCO Kevin Lee on Tariffs & Global Shipping!]]></title><description><![CDATA[&#128201; How Red Sea risks and U.S. tariff shifts are reshaping container shipping&#8217;s future ?]]></description><link>https://www.maritimeanalytica.com/p/10-must-knows-from-yang-ming-cco</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-knows-from-yang-ming-cco</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Tue, 01 Jul 2025 13:28:09 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!mRYW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a 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https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>In a world where container flows depend not only on demand and supply&#8212;but on war and trade policy&#8212;Kevin Lee, commercial chief of Yang Ming, has issued a crystal-clear warning.</p><p>From U.S. tariff uncertainty to Iran-Israel tensions and fragile oil dynamics, Lee laid out the risks at a recent shipping conference. <strong>Below are 10 verbatim quotes that reveal how Yang Ming is reading the global map&#8212;port by port, price by price, and policy by policy.</strong></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!mRYW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!mRYW!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!mRYW!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!mRYW!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!mRYW!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!mRYW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png" width="1456" height="971" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:971,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!mRYW!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!mRYW!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!mRYW!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!mRYW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89df442f-3788-46a3-8960-4ad5c9a0dd41_1536x1024.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/10-must-knows-from-yang-ming-cco?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/10-must-knows-from-yang-ming-cco?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p>Here&#8217;s what you <em>must</em> know:</p><ol><li><p><strong>&#8220;Tariffs are the biggest variable.&#8221;</strong></p></li><li><p><strong>&#8220;Freight rates for the early part of this month were higher than in April and May.&#8221;</strong></p></li><li><p><strong>&#8220;Whilst we&#8217;re still positive about volumes in the third quarter, the exemption for US President Donald Trump&#8217;s tariffs is approaching.&#8221;</strong></p></li><li><p><strong>&#8220;Shipping lines must monitor the developments once the three-month pause in tariffs ends (in August).&#8221;</strong></p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🚨 10 Must-Knows from CMA CGM CEO Rodolphe Saadé on India’s Role in Global Shipping!]]></title><description><![CDATA[&#128293; From shipbuilding and deep-sea ports to IMEC corridors &#8212; Saad&#233; lays out India&#8217;s rise as a maritime powerhouse.]]></description><link>https://www.maritimeanalytica.com/p/10-must-knows-from-cma-cgm-ceo-rodolphe</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-knows-from-cma-cgm-ceo-rodolphe</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Mon, 23 Jun 2025 14:07:44 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!1bdR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a href="https://maritimeanalytica.gumroad.com/l/fdfgx">Exclusive Report</a> /&#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> /&#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>What happens when one of the world&#8217;s largest shipping giants places India at the core of its industrial playbook?</p><p>In a rare and unscripted moment, <strong>CMA CGM CEO Rodolphe Saad&#233;</strong> delivered a vision that blends execution with strategy &#8212; one where shipbuilding, port development, and talent partnerships with India reshape the future of maritime logistics.</p><p>&#128204; Below are <strong>10 real quotes</strong> that could redefine how global trade flows:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!1bdR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!1bdR!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!1bdR!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!1bdR!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!1bdR!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!1bdR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png" width="1456" height="971" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:971,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!1bdR!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!1bdR!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!1bdR!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!1bdR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8de0c437-2bef-4d84-b478-fe425691c431_1536x1024.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/10-must-knows-from-cma-cgm-ceo-rodolphe?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/10-must-knows-from-cma-cgm-ceo-rodolphe?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><ol><li><p><em>&#8220;The world is getting... some may say interesting, others may say extremely difficult.&#8221;</em></p></li><li><p><em>&#8220;What is important is action &#8212; word is nice, but it does not bring you too far. So, what we would like is to be your partner of choice in India. You have seen we take action, and we move, and if we make mistakes, we correct and continue moving.&#8221;</em></p></li><li><p><em>&#8220;India is for CMA CGM Group a very strategic country. We had the pleasure of welcoming Prime Minister Modi and President Macron a few months ago in our head office in Marseilles. And for us, India will play a strategic role.&#8221;</em></p></li><li><p><em>&#8220;We are ready to order three vessels of 1,700 TEUs in India, in the Cochin Shipyard. A small little favor &#8212; if India can help us narrow the gap when it comes to the price between what we get in Korea and what we will be paying in India. But no matter what, we will be hopefully the first one to order the ships of 1,700 containers in India.&#8221;</em></p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🚨 Hapag-Lloyd CEO Rolf Habben Jansen on Global Uncertainty & Gemini Cooperation! ]]></title><description><![CDATA[&#128293; 10 Must-Know from Hapag-Lloyd CEO Rolf Habben Jansen: Is Gemini Cooperation the Key to 90% Schedule Reliability? &#9875;]]></description><link>https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-a24</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-a24</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Thu, 12 Jun 2025 13:11:36 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!OnWk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a 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srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293;Greetings, Maritime Mavericks!</p><p>In a world shaped by shifting trade winds, one voice stood out.</p><p>During a high-stakes online panel, Rolf Habben Jansen, CEO of Hapag-Lloyd, revealed bold moves and raw data from inside one of the world&#8217;s top container lines.</p><p>From China&#8217;s cargo surge to America's strategic weight, and from rerouted voyages to alliance-powered growth&#8212;this isn&#8217;t just a shipping update.</p><p>It&#8217;s a live case study of leadership under uncertainty, where war zones, tariff games, and supply chain pressure converge.</p><p><strong>Here are the 10 sharpest insights from his session&#8212;signals every logistics leader, trader, and analyst should pay attention to.</strong></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!OnWk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!OnWk!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!OnWk!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!OnWk!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!OnWk!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!OnWk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png" width="1456" height="971" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/cf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:971,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!OnWk!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 424w, https://substackcdn.com/image/fetch/$s_!OnWk!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 848w, https://substackcdn.com/image/fetch/$s_!OnWk!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!OnWk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf03960a-ba7f-40bf-b613-e19f25892405_1536x1024.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-a24?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/hapag-lloyd-ceo-rolf-habben-jansen-a24?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><div><hr></div><p><strong>1- &#128200;</strong> <strong>China Boom Post-Truce</strong><br><em>&#8220;Bookings out of China more than doubled in the three weeks after the 90-day trade truce was put into effect.&#8221;</em></p><p><strong>2-&#9203;</strong> <strong>Uncertain Cargo Rush Sustainability</strong><br><em>&#8220;We now need to see over the upcoming couple of weeks what is going to happen, and how much of that cargo rush is going to remain. I would still expect us to see decent growth in the second quarter.&#8221;</em></p><p><strong>3-</strong>&#128185;&#10145;&#65039;&#128181; <strong>China-to-U.S. Share in Focus</strong><br><em>&#8220;While China-to-U.S. volumes account for roughly 5% of our total business, the U.S. overall represents 27% of its volumes.&#8221;</em></p>
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   ]]></content:encoded></item><item><title><![CDATA[🔥Hapag-Lloyd CEO’s Warning: Tariffs, Trade Shocks, and a Freight Collapse! ]]></title><description><![CDATA[&#128201; Rates are falling, flows are shifting &#8212; Jansen just revealed 10 Real-Time Insights You Can&#8217;t Miss!]]></description><link>https://www.maritimeanalytica.com/p/hapag-lloyd-ceos-warning-tariffs</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/hapag-lloyd-ceos-warning-tariffs</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Fri, 30 May 2025 17:03:43 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> /&#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> /&#128202;<a href="https://maritimeanalytica.gumroad.com/l/fdfgx">Exclusive Report</a> /&#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> /&#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293;Greetings, Maritime Mavericks!</p><p>We&#8217;re in the middle of a tariff-powered storm. &#127786;&#65039; Global trade lanes are twisting, cargo flows are shifting, and CEOs are recalibrating in real-time.</p><p>This week, we spotlight <strong>Rolf Habben Jansen</strong>, CEO of Hapag-Lloyd, who shared 10 blunt insights in a recent webinar&#8212;straight from the bridge of one of the world&#8217;s top carriers. It&#8217;s not about panic. It&#8217;s about perspective.</p><p><strong>&#128161; Here are 10 must-know insights from Jansen himself:</strong></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/hapag-lloyd-ceos-warning-tariffs?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/hapag-lloyd-ceos-warning-tariffs?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><div><hr></div><p><strong>&#128674; &#8220;It&#8217;s been an interesting ride.&#8221;</strong><br>A calm understatement about a chaotic start to 2025.</p><p><strong>&#128201; &#8220;We saw an erosion of the spot rates... stronger than normal seasonal patterns.&#8221;</strong><br>Post&#8211;Chinese New Year, freight rates dipped faster than expected.</p><p><strong>&#128178; &#8220;At the beginning of April we had liberation day in the US where all the reciprocal tariffs were announced.&#8221;</strong><br>The tariff hammer dropped, again.</p><p><strong>&#128230; &#8220;There was a severe impact on cargo flows between China and the US.&#8221;</strong><br>Volumes fell by 20&#8211;30%, shifting global demand patterns.</p>
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   ]]></content:encoded></item><item><title><![CDATA[🔥 10 Must-Know from MSC CEO Soren Toft on Global Shipping, Africa & Tariffs!]]></title><description><![CDATA[&#127760;He&#8217;s not talking theory. He&#8217;s making moves. Here&#8217;s what you need to know.]]></description><link>https://www.maritimeanalytica.com/p/10-must-know-from-msc-ceo-soren-toft</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-know-from-msc-ceo-soren-toft</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Wed, 28 May 2025 13:03:00 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> / &#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> / &#128202;<a href="https://maritimeanalytica.gumroad.com/l/fdfgx">Exclusive Report</a> / &#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> / &#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send a Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="727" height="107.18589743589743" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:727,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>Soren Toft doesn&#8217;t speak often &#8212; but when he does, it matters.</p><p>In just a few minutes, he outlined MSC&#8217;s vision for Africa, flagged warning signs in global trade, and called for deeper focus on crew safety.</p><p>His words weren&#8217;t grand&#8212;they were grounded. Clear, strategic, and quietly bold.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/10-must-know-from-msc-ceo-soren-toft?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/10-must-know-from-msc-ceo-soren-toft?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><div><hr></div><div><hr></div><p>Here are the <strong>10 direct quotes</strong> shaping how MSC sees the future of shipping along with Maritime Analytica expert insights on each quote.</p><p>&#127757; <strong>&#8220;We are very keen on Africa. We are big believers in Africa. MSC is committed to expanding its footprint in the region.&#8221;</strong><br>&#8594;<em>MSC no longer sees Africa as a future bet &#8212; it&#8217;s now a core growth engine.</em></p><p>&#128200; <strong>&#8220;We aim for double-digit annual growth in its inter-African business.&#8221;</strong><br>&#8594;<em>Intra-African trade is on the rise, and MSC wants to lead the charge &#8212; logistics hubs will follow.</em></p><p>&#127759; <strong>&#8220;There has, however, been a resurgence in trade from Southeast Asia, although it has not entirely offset the decrease in Chinese trade.&#8221;</strong><br>&#8594;<em>Supply chains are shifting &#8212; Southeast Asia is stepping up, but China&#8217;s slowdown still weighs on global volumes.</em></p>
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   ]]></content:encoded></item><item><title><![CDATA[🔥CMA CGM CFO Ramon Fernandez: “Trade Will Restart Vigorously”]]></title><description><![CDATA[&#128202; 10 Must-Knows from CMA CGM CFO Ramon Fernandez on Global Shipping!]]></description><link>https://www.maritimeanalytica.com/p/cma-cgm-cfo-ramon-fernandez-trade</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/cma-cgm-cfo-ramon-fernandez-trade</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Sat, 24 May 2025 18:46:49 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#127894;&#65039;<a href="https://www.maritimeanalytica.com/subscribe">Subscribe</a> / &#10024;<a href="https://buy.stripe.com/8wM3gc6WKd2j0p24gj">Sponsorship</a> / &#128202;<a href="https://maritimeanalytica.gumroad.com/l/fdfgx">Exclusive Report</a> / &#128591;<a href="https://xqekik99zaf.typeform.com/to/y83SX80V">Rate us</a> / &#127873;<a href="https://www.maritimeanalytica.com/subscribe?&amp;gift=true">Send a Gift</a></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="727" height="107.18589743589743" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:727,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>Trade winds are shifting fast. The 90-day U.S.&#8211;China tariff truce just flipped the switch on global shipping&#8212;and no one is watching it closer than CMA CGM.</p><p>&#128200; In a bold Q1 earnings call, <strong>CMA CGM CFO</strong> <strong>Ramon Fernandez</strong> revealed how outbound cargo from China is booming, freight rates are bouncing back, and shippers are racing to frontload before uncertainty returns.</p><p>The takeaway? A short-term boom could reshape East&#8211;West routes&#8212;while deeper tensions still simmer below the surface.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/cma-cgm-cfo-ramon-fernandez-trade?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/cma-cgm-cfo-ramon-fernandez-trade?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><h3>&#128202; 10 Must-Know Quotes from Ramon Fernandez</h3><ol><li><p><strong>&#8220;Trade will restart on this route very, very vigorously.&#8221;</strong><br>&#128640; Fernandez says the rebound in China&#8211;U.S. cargo will be swift.</p><p></p></li><li><p><strong>&#8220;This is an indisputably positive signal for maritime transport.&#8221;</strong><br>&#128172; The tariff truce is boosting industry confidence&#8212;fast.</p><p></p></li><li><p><strong>&#8220;There&#8217;s clearly a catch-up effect under way.&#8221;</strong><br>&#128230; Shippers are loading up to beat the 90-day clock.</p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🔥10 Must-Know from Maersk CEO Vincent Clerc on Trade Chaos and Global Supply Shocks!]]></title><description><![CDATA[&#127758;From tariff confusion to inflation risks, Clerc shares what&#8217;s really driving global logistics volatility.]]></description><link>https://www.maritimeanalytica.com/p/10-must-know-from-maersk-ceo-vincent</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/10-must-know-from-maersk-ceo-vincent</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Thu, 22 May 2025 17:17:59 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><strong>&#128293; June 2025 Exclusive Report Is <a href="https://maritimeanalytica.gumroad.com/l/fdfgx">Here</a>! &#8212; Ready to Stay Ahead?</strong></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="727" height="107.18589743589743" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:138,&quot;width&quot;:936,&quot;resizeWidth&quot;:727,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>What happens when trade rules change overnight&#8212;and no one knows what&#8217;s next?</p><p>Maersk CEO Vincent Clerc paints a clear picture: supply chains are stalled, customers are confused, and uncertainty is the only certainty.</p><p>From paralyzed sourcing decisions to tariff-driven inflation, Clerc details how businesses are reacting, adapting&#8212;or freezing.</p><p>He warns of real recession risks in the U.S., lasting consumer impacts, and the urgent need for policy predictability.</p><p>With Maersk&#8217;s modular Gemini network, the company is betting on flexibility&#8212;but even that has its limits.</p><div><hr></div><h4><strong>&#128293;Here are 10 powerful takeaways&#8212;straight from the captain of global trade.</strong></h4><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&quot;,&quot;text&quot;:&quot;Share Maritime Analytica&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share"><span>Share Maritime Analytica</span></a></p><ol><li><p><strong>&#8220;The multiple changes in the tariff regimes have caused significant disruptions to our customers&#8217; supply chains.&#8221;</strong></p></li><li><p><strong>&#8220;Many shippers took a wait-and-see position, slowing shipments and using bonded storage until the situation became clearer.&#8221;</strong></p></li><li><p><strong>&#8220;Right now, customers are exploring alternate sourcing, new product lines, and entirely new supply chain models.&#8221;</strong></p></li></ol>
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      </p>
   ]]></content:encoded></item><item><title><![CDATA[🚢 Inside the Smart Reefer Container Revolution: 10 Questions with ORBCOMM's Lars H. Jensen]]></title><description><![CDATA[&#127757; Why the Smartest Fleets Are Going Digital &#8212; Fast.]]></description><link>https://www.maritimeanalytica.com/p/inside-the-smart-reefer-container</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/inside-the-smart-reefer-container</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Wed, 21 May 2025 13:37:23 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/0784dc68-7966-4a6d-a5bf-201368eb9bd4_1920x1080.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.maritimeanalytica.com/subscribe" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!cSca!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 424w, https://substackcdn.com/image/fetch/$s_!cSca!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 848w, https://substackcdn.com/image/fetch/$s_!cSca!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!cSca!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!cSca!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg" width="408" height="348.8789808917197" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/db7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:537,&quot;width&quot;:628,&quot;resizeWidth&quot;:408,&quot;bytes&quot;:44702,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:&quot;https://www.maritimeanalytica.com/subscribe&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/163984090?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!cSca!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 424w, https://substackcdn.com/image/fetch/$s_!cSca!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 848w, https://substackcdn.com/image/fetch/$s_!cSca!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!cSca!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb7b30aa-d171-4516-a14a-2c681ad98ece_628x537.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Greetings Maritime Professionals,<br><br>The cold chain isn&#8217;t just cold. It&#8217;s cracking.</p><p>From port gridlocks and silent spoilage to carbon compliance nightmares, reefer container operations face an unforgiving battlefield in 2025.<br> One unplugged container. One undetected cooling failure &#8212; and $250,000+ in cargo is gone.</p><p>To survive, leading shipping lines are moving beyond tracking.<br>They&#8217;re investing in real-time fleet intelligence and AI-powered automation that reduces waste, boosts uptime, and delivers provable ROI.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5zxs!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 424w, https://substackcdn.com/image/fetch/$s_!5zxs!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 848w, https://substackcdn.com/image/fetch/$s_!5zxs!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 1272w, https://substackcdn.com/image/fetch/$s_!5zxs!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!5zxs!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png" width="1056" height="336" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:336,&quot;width&quot;:1056,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:566754,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/163984090?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!5zxs!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 424w, https://substackcdn.com/image/fetch/$s_!5zxs!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 848w, https://substackcdn.com/image/fetch/$s_!5zxs!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 1272w, https://substackcdn.com/image/fetch/$s_!5zxs!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F406f01ca-40e9-4170-8721-4a54f611cfb6_1056x336.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/inside-the-smart-reefer-container?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/p/inside-the-smart-reefer-container?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p>So, we asked: <strong>What does next-gen reefer control really look like from the inside?</strong></p><p>This week, we sat down with <strong>Lars H. Jensen</strong>, Director of Product Management for smart reefers at <a href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad">ORBCOMM</a>, for <strong>10 bold questions</strong> about the future of smart reefer containers, risk-proof fleets, and where the real value lies.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!J0mt!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 424w, https://substackcdn.com/image/fetch/$s_!J0mt!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 848w, https://substackcdn.com/image/fetch/$s_!J0mt!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 1272w, https://substackcdn.com/image/fetch/$s_!J0mt!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!J0mt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:498153,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.maritimeanalytica.com/i/163984090?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!J0mt!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 424w, https://substackcdn.com/image/fetch/$s_!J0mt!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 848w, https://substackcdn.com/image/fetch/$s_!J0mt!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 1272w, https://substackcdn.com/image/fetch/$s_!J0mt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3499ed5e-da5c-46aa-a6e5-f6ede72e2a43_1920x1080.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h4><strong>&#129300; 10 Questions with Lars H. Jensen, Director of Product Management, Smart Reefers, <a href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad">ORBCOMM</a></strong></h4><p><strong>1. Why is smart reefer container tech no longer optional in 2025?</strong><br><strong>Lars:</strong> Visibility is no longer optional. Between CO&#8322; regulations, ESG targets, and rising cargo value, blind spots are business killers. A single off-power incident or undetected machinery failure can destroy $250K worth of goods. Fleets need real-time intelligence &#8212; or they risk real losses.</p><p><strong>2. What&#8217;s the biggest pain point ORBCOMM is solving today?</strong><br><strong>Lars:</strong> Uncertainty. We eliminate it. Fleet managers get real-time clarity on unit health, power status, tampering, location &#8212; across the full journey. Guesswork becomes precision.</p><p><strong>3. ORBCOMM reports up to 70% fewer manual PTIs. How is that achieved?</strong><br><strong>Lars:</strong> Through data driven and remote diagnostics. If performance metrics are within parameters, a manual inspection is unnecessary. That saves time, labor, and electricity.</p><p><strong>4. How are shipping lines justifying the investment in smart container technology?</strong><br><strong>Lars:</strong> Repositioning of empty containers alone can cost 5&#8211;8% of total operating expenses. Smart tracking cuts these costs, reduces spoilage, and minimizes manual work &#8212; delivering clear ROI at scale.</p><p><strong>5. What role does Predictive Maintenance play in this platform?</strong><br><strong>Lars:</strong> Our platform supports predictive maintenance by analyzing historical sensor data and flagging potential anomalies early. This proactive approach helps operators prevent spoilage and equipment failures &#8212; safeguarding high-value shipments and maintaining supply chain integrity.</p><p><strong>5. How will Orbcomm analytical data help the shipping lines optimize their fleet? </strong></p><p><strong>Lars:</strong> It will help them make the right procurement decisions based on detailed performance data for each container manufacturer, ensuring that the lines operate with the most efficient reefer fleet. In addition, total fleet visibility will enable the lines to operate with a leaner and more optimized fleet and significantly reduce the need for empty positioning.</p><p><strong>6. Can you explain what &#8220;chain-of-custody&#8221; looks like in action?</strong><br><strong>Lars:</strong> It&#8217;s like a black box for reefers. Every location ping, door opening, power event, or temperature fluctuation is tracked and logged. If a shipment goes wrong, you can pinpoint exactly when, where, and how it happened &#8212; instantly.</p><p><strong>7. How does ORBCOMM support ESG and CO&#8322; reporting?</strong><br><strong>Lars:</strong> Our platform provides critical visibility and operational insights that help customers generate the data they need for ESG and CO&#8322; reporting &#8212; turning abstract goals into measurable progress.</p><p><strong>8. Some say large-scale deployment is still hard. Is that true?</strong><br><strong>Lars:</strong> Not anymore. Our latest devices can be installed in under 5 minutes. We work directly with OEMs and leasing companies for new builds and with depots and port terminals for retrofits.</p><p><strong>9. What are industry leaders doing differently in 2025?</strong><br><strong>Lars:</strong> They&#8217;re moving beyond visibility to orchestration. Data isn&#8217;t just for tracking &#8212; it&#8217;s being used to protect cargo, create operational efficiency and to improve container security for high value loads.</p><p><strong>10. What&#8217;s next for smart reefer tech?</strong><br><strong>Lars:</strong> Deeper supply chain integration. From vessels to terminals to trucks and warehouses &#8212; the future is connected. Smart containers will be the foundation of a smarter supply chain, and <a href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad">ORBCOMM</a> is engineering that foundation right now.</p><h4><strong>&#127937; Final Takeaway</strong></h4><h4>This isn&#8217;t about sensors. It&#8217;s about <strong>real-time control</strong>.</h4><p>In a world where one missed alert can mean millions in losses, ORBCOMM is enabling reefer fleets to act with precision, meet ESG demands, and scale ROI &#8212; across thousands of containers, globally.</p><p>Whether you operate 5.000 reefers or 50.000, <a href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad">ORBCOMM</a>&#8217;s smart container platform unlocks fleet-wide ROI in <strong>under 18 months</strong>.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" 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class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>&#128205; <strong>Ready to calculate your own fleet ROI?</strong></p><p><strong>&#128073; Book a 15-minute ROI review or download the full savings guide here:</strong></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad&quot;,&quot;text&quot;:&quot;Discover your reefer ROI&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad"><span>Discover your reefer ROI</span></a></p><div><hr></div><p><strong>                        info@maritimeanalytica.com / www.maritimeanalytica.com</strong></p><div><hr></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/p/can-your-reefer-fleet-survive-whats?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&amp;token=eyJ1c2VyX2lkIjozODA0MTY3LCJwb3N0X2lkIjoxNjM2MTcyMDAsImlhdCI6MTc0NzcyMjA2MSwiZXhwIjoxNzUwMzE0MDYxLCJpc3MiOiJwdWItMTgwNjcwOSIsInN1YiI6InBvc3QtcmVhY3Rpb24ifQ.3_QfaX9lX7kHG1TxP7xycsFRGNAI7yVcZpQiXS5Ssvg&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" 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url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://go.orbcomm.com/maritime-reefer-iot/?utm_source=analytica&amp;utm_medium=newsletter&amp;utm_campaign=mar_reefer&amp;utm_content=newsletter_ad" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png" width="936" height="138" 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srcset="https://substackcdn.com/image/fetch/$s_!9zPd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 424w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 848w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1272w, https://substackcdn.com/image/fetch/$s_!9zPd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78efb5e8-38ad-4a07-ac58-7d3146fe7b34_936x138.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>What happens when one of the world&#8217;s top shipping CEOs speaks without filters?</p><p>In a time of rerouted vessels, falling rates, and a fragile China&#8211;U.S. truce, Rolf Habben Jansen offered sharp, honest insight into the container shipping world.<br>He shared exactly how much trade dropped after tariff fears, how Southeast Asia saved the day, and what he really thinks about that dreaded word: overcapacity.</p><p>From booking spikes to scrapping forecasts, his words are essential reading for anyone watching global supply chains.</p><p><strong>Here are 10 quotes you need to see&#8212;straight from the bridge of Hapag-Lloyd.</strong></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&quot;,&quot;text&quot;:&quot;Share Maritime Analytica&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share"><span>Share Maritime Analytica</span></a></p><div><hr></div><h3>&#128287; <strong>10 Must-Know Quotes from Rolf Habben Jansen</strong></h3><ol><li><p><strong>&#8220;First quarter has been pretty good. Global growth of 4% is probably more than many people expected.&#8221;</strong></p></li><li><p><strong>&#8220;Demand&#8217;s actually been holding up fairly well, even after the tariff announcements.&#8221;</strong></p></li><li><p><strong>&#8220;China&#8211;U.S. volumes were down up to 30% on some voyages&#8212;on average, we were 20% down.&#8221;</strong></p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🔥 CMA CGM VP Ludovic Renou on Intra-Regional Growth, Green Fuels & Logistics Strategy]]></title><description><![CDATA[&#128293;10 key quotes from the Senior VP of Global Experience Network shaping the group&#8217;s future direction]]></description><link>https://www.maritimeanalytica.com/p/cma-cgm-vp-ludovic-renou-on-intra</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/cma-cgm-vp-ludovic-renou-on-intra</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Mon, 12 May 2025 09:26:32 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd970fd7d-24d5-4b27-83cf-7ddea26fbc8f_628x537.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:197,&quot;width&quot;:941,&quot;resizeWidth&quot;:480,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:&quot;https://buy.stripe.com/8wM3gc6WKd2j0p24gj&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!OVkc!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 424w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 848w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 1272w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 1456w" sizes="100vw"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>While many talk about global disruption, <strong>CMA CGM is quietly building new ground realities</strong>&#8212;from port investments and seafarer training to green fuel transitions and inland logistics.</p><p>Ludovic Renou, a senior leader with deep India experience, outlines how CMA CGM is turning strategy into execution&#8212;across operations, sustainability, and regional expansion.</p><div><hr></div><h3><strong>&#127760;Related Previous Posts&#128293;</strong></h3><div><hr></div><h3><strong>&#128071; Here are 10 direct takeaways from his recent remarks:</strong></h3><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&quot;,&quot;text&quot;:&quot;Share Maritime Analytica&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share"><span>Share Maritime Analytica</span></a></p><ol><li><p><em> &#8220;The registration of the four ships under the Indian flag is part of a big picture.&#8221;</em></p></li><li><p><em> &#8220;These ships are small in size, but if you look at the Indian market, it's a totally different reality than what it was 15 years ago.&#8221;</em></p></li><li><p><em>&#8220;As much as 50 per cent of the market is intra-regional or it's Asia to India. And if you don't play this intra-regional development, basically you are taking yourself out of the market.&#8221;</em></p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🚨 Matson CEO: “Tariffs Hit Hard — But Cargo Will Return”]]></title><description><![CDATA[&#128269; 10 powerful quotes from Matt Cox on tariffs, trade disruption, and U.S.-Pacific resilience!]]></description><link>https://www.maritimeanalytica.com/p/matson-ceo-tariffs-hit-hard-but-cargo</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/matson-ceo-tariffs-hit-hard-but-cargo</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Thu, 08 May 2025 13:46:09 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd970fd7d-24d5-4b27-83cf-7ddea26fbc8f_628x537.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.maritimeanalytica.com/subscribe" 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:197,&quot;width&quot;:941,&quot;resizeWidth&quot;:471,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https://buy.stripe.com/8wM3gc6WKd2j0p24gj&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!OVkc!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 424w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 848w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 1272w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 1456w" sizes="100vw"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>The new U.S. tariffs have caused serious disruption to Asia&#8211;U.S. shipping. But <strong>Matson CEO Matt Cox</strong> offers a clear and realistic take.</p><p>He confirmed a sharp drop in volumes and lowered this year&#8217;s financial outlook. Still, he believes demand will return soon &#8212; because:</p><pre><code><em>&#8220;Customers can&#8217;t afford to have empty shelves.&#8221;</em></code></pre><p><strong>Here are 10 key quotes from Cox that explain what&#8217;s happening now &#8212; and what&#8217;s coming next: &#128071;</strong></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&quot;,&quot;text&quot;:&quot;Share Maritime Analytica&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share"><span>Share Maritime Analytica</span></a></p><div><hr></div><ol><li><p><em>&#128201; &#8220;Matson&#8217;s transpacific volumes sank by 30% year on year in April.&#8221;</em></p></li><li><p><em>&#127786;&#65039; &#8220;It&#8217;s been all over the place... The market is still in the early parts of readjusting to what the new normal is.&#8221;</em></p></li><li><p><em>&#128721; &#8220;I want to be careful not to bring the 30% forward &#8212; these are just the averages of a few weeks.&#8221;</em></p></li></ol>
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   ]]></content:encoded></item><item><title><![CDATA[🚨 Maersk CEO Vincent Clerc on Tariffs, Demand & What’s Next for Global Trade]]></title><description><![CDATA[&#128293;Maersk CEO Vincent Clerc shares 10 direct quotes on inflation, resilience, and why global demand may still surprise us all]]></description><link>https://www.maritimeanalytica.com/p/maersk-ceo-vincent-clerc-on-tariffs</link><guid isPermaLink="false">https://www.maritimeanalytica.com/p/maersk-ceo-vincent-clerc-on-tariffs</guid><dc:creator><![CDATA[Maritime Analytica]]></dc:creator><pubDate>Tue, 06 May 2025 06:10:00 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58084c4f-17cd-4db4-bd0a-6333e50882a9_395x372.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:197,&quot;width&quot;:941,&quot;resizeWidth&quot;:471,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:&quot;https://buy.stripe.com/8wM3gc6WKd2j0p24gj&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!OVkc!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 424w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 848w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 1272w, https://substackcdn.com/image/fetch/$s_!OVkc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98f50104-f5b2-4d86-861c-52d9dae11bae_941x197.png 1456w" sizes="100vw"></picture><div></div></div></a></figure></div><p>&#128293; Greetings, Maritime Mavericks!</p><p>In a time of rising trade uncertainty, Maersk CEO Vincent Clerc shared a grounded perspective on how the company navigates global disruption.</p><p>Instead of speculation, he focused on customer proximity, steady demand, and contingency readiness &#8212; all grounded in data and direct experience.</p><p>His remarks reflect cautious optimism: while tariff measures may create inflation, what ultimately drives trade is demand &#8212; and so far, it remains strong.</p><p><strong>Here are 10 verbatim insights from one of the most influential voices in global logistics. &#128071;</strong></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&quot;,&quot;text&quot;:&quot;Share Maritime Analytica&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.maritimeanalytica.com/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share"><span>Share Maritime Analytica</span></a></p><ol><li><p><em>&#127744; &#8220;It is fair to say that we live in a very unpredictable world today. A lot of measures are being discussed &#8212; and some of them put in place &#8212; that will hamper the free movement of goods that we have known and maybe taken for granted over the past couple of decades.&#8221;</em></p></li><li><p><em>&#128679; &#8220;The way that we deal with this is, first and foremost, to stay very close to our customers and understand the implications that this is going to have. Because ultimately, what decides how many cars or how many of a certain product get sold is how much the consumer is ready to consume.&#8221;</em></p></li><li><p><em>&#128202; &#8220;At the end of the day, the tariffs in and by themselves may create inflation, but they do not influence that number &#8212; it's the consumer that influences those numbers. Demand is still there, so demand is really what we need to be on the lookout for.&#8221;</em></p></li></ol>
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