📡 Maritime Analytica | Weekly Signals

Dec 27, 2025

🔥 Greetings, Maritime Mavericks!

This week delivered several quiet but important moves across global container shipping — here are the key signals worth watching.

15 container voyages in 2025 (11 in 2024).
Containers = 15% of total NSR voyages (15/103).
Only ~2 weeks full open-water conditions.
8 eastbound, 7 westbound container sailings.
All ships below 5,000 TEU capacity.
Russia–China cargo dominated nearly all voyages.
<0.1% of total Asia–Europe container volume.
🏅 Maritime Analytica: “NSR’s math is decisive: marginal volume, seasonal access, high risk. Until windows exceed two months and scale reaches millions of TEU, it remains optional—not investable—for liner networks.”

Primark scales affordable fashion across 18 countries, 470+ stores.
Maersk partnership unlocks growth through expertise
Reliability gains come from redesigning Far East-to-Europe flows.
Faster transit enables lower inventory, lower cost.
Maersk adds warehousing where Primark is still expanding.
Data matters less than insight: visibility, forecasting.
Primark COO Nigel Jones: “You need to work with somebody who has the knowledge and the experience to accelerate the business. It isn’t the data itself you really want; it’s the insight you need.”
🏅Maritime Analytica: “Retail winners will compress the “insight-to-action” cycle. Maersk’s edge is no longer transport—but monetizing lead-time reduction, inventory release, and CO₂ impact as measurable outcomes. The Primark partnership proves the model scales.”

DHL and CMA CGM jointly deploy 2nd generation marine biofuel
8,990 tons UCOME biofuel purchased for global ocean freight
25,000 tons CO₂e well-to-wake emissions eliminated
GoGreen Plus and ACT+ enable book-and-claim decarbonization
Up to 80% GHG reduction versus conventional marine fuels
DHL - C. Ellerbaek: “Driving real progress toward decarbonization”
CMA CGM - O. Nivoix: “Collaboration accelerates low-carbon shipping shift”
🏅 Maritime Analytica: “Biofuel partnerships are becoming de-facto carbon infrastructure. Winners will lock long-term fuel supply, standardize book-and-claim accounting, and sell verified CO₂ reduction as a premium logistics outcome—not transport alone."

Textainer closes $1.8B Seaco acquisition from Bohai Leasing.
Combined portfolio reaches approximately 8.3 million CEU containers.
Creates world’s largest, most diversified container leasing fleet.
Textainer CEO O. Ghesquiere: “Acquisition enables enhanced global inventories, expertise, service,”
Seaco assets $5.7B, equity $2.1B; regulatory approvals completed.
🏅Maritime Analytica: “This merger accelerates leasing concentration. Expect stronger pricing power, disciplined fleet growth, and data-driven asset rotation. Shippers should diversify lessors, secure optional capacity early, and track residual values as cycle volatility rises.”

Mitsui O.S.K. Lines confirms management changes from April 2026.
Takeshi Hashimoto becomes Chairman of the Board.
Takeshi Hashimoto: “Now is the right time for a smooth transition,”
Jotaro Tamura appointed President and Chief Executive Officer.
Jotaro Tamura: “I will devote my full efforts to steering MOL,”
Hisashi Umemura named Executive Vice President and COO.
Kazuya Hamazaki appointed Executive Vice President and CFO.
🏅Maritime Analytica: “MOL is shifting to a disciplined CEO–COO–CFO leadership model, prioritizing execution, capital efficiency, and continuity—an increasingly critical structure as shipping volatility, energy transition, and M&A pressures intensify.”

Maritime Analytica