At the start of the pandemic, chartering gave carriers flexibility.
They could add or remove ships without owning them.
Today, the model has reversed.
The top 10 now own 62% of their combined capacity.
Eight own more than half of the fleets they operate.
But their strategies remain very different.
ONE owns 47%.
ZIM owns only 13%.
So why is ownership winning now?
And what happens when the market turns?
Here are the 5️⃣ signals that matter.