The Premier Alliance’s Far East Pacific 1 (FP1) pendulum service connecting North Europe-Asia-US West Coast will be split from April 2026 into 2 separate loops. The Japanese port calls on the FP1 will no longer be offered in the upsized Far East-Europe 1 (FE1) service with larger ships of 13,000-15,000 TEU set to replace the current 9,000 TEU ships deployed on the FP1. Details of the 2 revised loops as follows:- * Far East-Europe 1 (FE1) calling at Laem Chabang, Cai Mep, Singapore, Rotterdam,
ONE, HMM and Yang Ming have announced their new 2026 East-West Service network to be operated under the Premier Alliance framework starting from April 2026 with the addition of 2 new Transpacific services on the Pacific Southwest (PSW). Details of the 2 new services as follows: * Vietnam Shuttle Express (VSE) calling at Singapore, Cai Mep, Haiphong, Los Angeles or Long Beach, Busan, Shanghai, Shekou, Singapore. * Pacific South 8 (PS8) calling at Qingdao, Ningbo, Los Angeles or Long Beach, Oak
Bengal Tiger Line (BTL) will add a Haiphong Straits Service (HSS) by joining Yang Ming's South East Asia Service VIII 8 (SE8) as a vessel operator from 22 December 2025. The SE8 service calls at Haiphong, Singapore, Port Klang, Singapore, Haiphong turning in 2 weeks using 2 ships of 1,500 to 1,800 teu. BTL will add the 1,813 teu NZ SUZHOU at Haiphong on 22 December 2025, replacing the 1,708 teu TOKYO TOWER operated by Yang Ming.
The aggregate revenue of the three major Taiwanese liners dropped by 9% quarter on quarter and 31% year on year, broadly in line with CCFI's movement. Evergreen and Yang Ming reported steeper drop. Maersk guided its earnings in 4Q may fall by 68% quarter on quarter or flip into losses.
The Taiwanese and OOCL's 3Q top line reports suggested sequential increase in earnings during 3Q but the level of earnings will likely be on par with 1Q 2025 but unlikely to be substantially higher than the same in 1Q 2025. ONE has guided 62% higher EBIT for 3Q 2025 comparing to 1Q 2025. Taiwanese liners reported September revenue, which dropped by 8% month on month but declined by 31% year on year as the recently seasonal uptick in freight rates peaked in July. For 2025 3Q, the Taiwanese liner
The Taiwanese liners’ monthly revenues fell by 7% month-on-month in August, a smaller decline than the CCFI’s 9% drop. Even so, the latest figures still leave aggregate revenues for the first two months of the third quarter 4% higher than in the final two months of the second quarter, keeping open the possibility of a quarter-on-quarter earnings rebound in third quarter. Nevertheless, it is almost certain that the Taiwanese carriers’ combined earnings in third quarter will not surpass their resu
Taiwanese liners' July monthly revenue in aggregate was up by 10% month on month against CCFI's 2% monthly on month rise. The revenue is still down by 32% year on year. As read through to the entire industry, the two consecutive months of sequential growth in revenue give may have giving the liners a chance to see sequential growth in earnings, which is also what ONE has guided in its recent results report. ONE is guiding $362mn as EBIT for calendar period 3Q 2025 against $38mn in 2Q 2025 and $
Taiwan-listed container liners reported a 14% month-over-month rebound in June revenue, outpacing the average China Containerized Freight Index (CCFI) rebound of 15% month over month. Analysts may have anticipated the liners' revenue to outperform the CCFI, given the clear evidence of a volume pickup during June. For the second quarter of 2025, revenue declined by 10% quarter over quarter, missing the typical seasonal uptick. This underperformance is attributed to the negative impact of the Tru
ONE, HMM and Yang Ming will bring forward their Premier Alliance Pacific South 5 (PS5) service launch to 5 June 2025 in anticipation of increased market demand following the Sino-US trade deal that provided a 90 day reprieve on tariffs from 15 May 2025. The PS5 will call at Qingdao, Ningbo, Long Beach, Oakland, Kobe, Qingdao turning in 6 weeks using 6 ships of 6,500 teu starting with the 6,588 teu YM MOBILITY at Qingdao on 5 June 2025. The Premier Alliance PS4 and PS6 service will be revised f
HMM, ONE and Yang Ming have confirmed the suspension of the Premier Alliance PN4 service launch that was originally scheduled to commence in May 2025. The PN4 was supposed to call at Ningbo, Shanghai, Vancouver, Tacoma, Ningbo and the coverage of the affected ports will remain on the enhanced PN3 service that calls at Qingdao, Ningbo, Shanghai, Busan, Vancouver, Tacoma, Busan, Qingdao.