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🔥Is CMA CGM stepping back from Suez — or just managing timing?

A closer look at why capacity timing — not security — explains CMA CGM’s latest Suez move.

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Maritime Analytica
Jan 21, 2026
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🔥Greetings Maritime Mavericks,

CMA CGM’s latest move on Suez looks dramatic at first glance.

But when you strip away the noise, the signal is far more tactical than structural.

Here is the clean picture, grounded strictly in observable facts.

  • 🚢 What CMA-CGM changed?

  • 🔍 What did not change?

  • 📊 What the traffic data shows?

  • 📦 Why timing looks commercial?

  • 🌍 What the wider market is doing?

  • 🧭 What to watch next?

  • 🎖️ Maritime Analytica - Final Words

Ready? Let’s dive in…


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🚢 What CMA-CGM changed?

  • CMA CGM has decided to reroute three specific services (FAL1, FAL3, MEX) back around the Cape of Good Hope.

  • This caught attention mainly because CMA CGM had been the most consistent major carrier using the Red Sea corridor during the crisis.


🔍 What did not change?

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