Description

Hapag-Lloyd has agreed to acquire ZIM for $4.2 billion, creating a combined fleet of 400+ vessels. In this mini Freight Buyers' Club, Nils Roche (ex-CMA CGM, Maersk, PIL) breaks down what this deal means for the liner industry, for the Gemini Cooperation, for MSC, and crucially, for freight buyers.

We cover:

• The deal structure and Israel's "golden share" carve-out
• What happens to ZIM's vessel sharing agreement with MSC
• How this strengthens Gemini and shifts alliance dynamics
• Fewer carriers = more blank sailing control
• Who's next? PIL, Wan Hai, HMM as potential targets
• The new M&A model: joint ventures with national stakes

This mini Freight Buyers' Club is brought to you by Ontegos Cloud, the freight forwarder profitability specialist: https://www.ontegoscloud.com

Guest: Nils Roche, Founder of Solvens Advisory Host: Mike King