1. Container Shipping : Today and Tomorrow by BIPC 2025

2025-09-23 01:21:31 UTC

what is the single most critical uncertainty facing the industry today?

The capacity race among the top carriers is still in full swing. Do you see this leading to overcapacity and rate wars, or will consolidation and discipline prevail?

2025-09-23 01:24:08 UTC

The U.S. is about to impose hefty fees on Chinese ships and Chinese-built vessels. What short- and medium-term service adjustments do you expect carriers to make?

2025-09-23 01:24:38 UTC

On the carbon tax scheduled for 2027, how realistic is enforcement, and what kinds of loopholes or circumvention strategies do you foresee emerging?

2025-09-23 01:25:18 UTC

The move from scheduled to more reactive/tramp like arrivals will further drive inefficiency in the quay-line utilisation which puts pressure on people demanding more port infrastructure it also jeopardises perishable markets. How do we manage this problem without more expensive wastage being based onto the supply chain costs.

2025-09-23 01:50:19 UTC

Regional careers VS Large careers

2025-09-23 01:52:56 UTC

In your opinion, the emergence of regional and smaller carriers will lead Korea to build smaller vessels more? As of now, korea seems to be more specialized for larger ships and China for smaller ones. Will it lead other countries to join shipbuilding industry?

2025-09-23 02:10:41 UTC

You highlighted MSC’s growing terminal footprint.

How will this concentration of power affect competition among ports and the bargaining position of other carriers?

2025-09-23 02:11:03 UTC

You were critical of Maersk’s logistics expansion. What lessons should carriers take away, and what do you see as the right direction for diversification?

1. 홍해리스크로 인한 수에즈 통항의 회복 시점과 이로 인한 영향에 대해서는 어떻게 생각하는가? 내년 해운시황 전망에 수에즈운하 통항 회복이 전제된 시나리오인가 아닌가?2. 제미나이 얼라이언스의 허브앤스포크 방식의 노선 서비스의 결과에 대해서는 아떻게 생각하는가? 글로벌 선사의 글로벌 정시율 순위나 개선 수즌에 대해서는 가장 위쪽에 하팍과 머스크가 위치하고 있는데 이것이 허브 앤 스포크 방식의 효과라고 보는지? 향후에 허브앤스포크 방식으로 바뀌는 게 대세가 될지 아니면 허브앤스포크 방식의 단점은 모르겠지만 이로 인한 단점으로 인해 제나이 얼라이언스가 허브앤스포크 방식을 버릴 것으로 보시는지?

2025-09-23 02:28:39 UTC

2025-09-23 02:28:52 UTC

1. 홍해리스크로 인한 수에즈 통항의 회복 시점과 이로 인한 영향에 대해서는 어떻게 생각하는가? 내년 해운시황 전망에 수에즈운하 통항 회복이 전제된 시나리오인가 아닌가?

2. 제미나이 얼라이언스의 허브앤스포크 방식의 노선 서비스의 결과에 대해서는 아떻게 생각하는가? 글로벌 선사의 글로벌 정시율 순위나 개선 수즌에 대해서는 가장 위쪽에 하팍과 머스크가 위치하고 있는데 이것이 허브 앤 스포크 방식의 효과라고 보는지? 향후에 허브앤스포크 방식으로 바뀌는 게 대세가 될지 아니면 허브앤스포크 방식의 단점은 모르겠지만 이로 인한 단점으로 인해 제나이 얼라이언스가 허브앤스포크 방식을 버릴 것으로 보시는지?

What do you think about the logistics market in Vietnam? Can it be compared with other countries in the world?

2025-09-23 02:31:58 UTC

About over supply

2025-09-23 02:35:05 UTC

You mentioned that the shipping industry may face an oversupply of capacity in the future, which could take decades to resolve. Given this outlook, are there any strategies to ease the pressure in advance? For example, could shipping alliances coordinate the pace of future capacity deployment into the market as a way to mitigate the risk?

About Intra-Asia Container Shipping

2025-09-23 02:38:35 UTC

Thanks for your Presentation.

In 2030, Intra-Asia’s Container cargo seems to be 80 million TEU. And Wan-hai and Asian shipping merchant have been getting to much EBIT. I thought Global container shipping merchants would like to play a chicken game in Intra-asia shipping and defeat other competitors. I want to ask your opinion. Thanks.

Trade wars significantly affect not only goods but also the repositioning of empty containers. What solutions have major shipping lines such as Maersk or MSC adopted to optimize empty container management in order to sustain steady profit growth year after year?

2025-09-23 02:41:32 UTC