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马士基与赫伯罗特携手打造的新航运联盟,即将在璀璨的未来篇章中,以好望角的壮丽航道为起点,扬帆起航,这一历史性的时刻定于明年璀璨开启。
两大航运界的巨头正式对外宣告,他们已毅然决定于2025年2月1日,借助历史悠久且充满挑战的好望角航线,正式启动名为“双子座联盟”的航运新纪元。这一决定背后,是红海区域商船安全持续遭受威胁的严峻现实,迫使两大巨头寻求更为稳妥的航线选择。
在一份详尽的声明中,马士基与赫伯罗特共同透露:“就在上个月,我们向外界通报了双子座合作及未来网络发展的最新进展。此刻,我们正满怀激情地撰写更多细节,关于预计将于2025年2月1日分阶段实施的网络布局。”
他们进一步补充道:“经过深思熟虑,并鉴于红海地区安全局势的持续动荡,赫伯罗特股份公司(Hapag-Lloyd AG)与A.P.穆勒-马士基旗下的马士基A/S(Maersk),共同确认,我们计划在双子座合作正式启动之际,分阶段引入绕行好望角的新航线网络。”
这一战略调整,无疑是对红海危机久拖不决的最新响应。回溯近一年前,伊朗支持的胡塞武装力量开始针对商业航运采取行动,以此声援加沙地带以色列-哈马斯冲突中的巴勒斯坦同胞,使得红海航线的安全局势骤然紧张。
马士基与赫伯罗特在联合声明中共同表达了他们的审慎态度:“鉴于当前局势依然高度复杂多变,赫伯罗特与马士基将密切关注红海的安全状况,在确保万无一失的前提下,再考虑重返该区域。”
公告还详细披露了好望角网络的具体规划:该网络将涵盖29条主干航线服务,由28条区域内穿梭服务作为坚实后盾,整个船队将由约340艘船舶组成,总运力高达370万标准箱,彰显出两大巨头对于全球航运版图的雄心壮志。
对于双子座合作的长远目标,马士基与赫伯罗特充满信心:“我们的目标是在合作完全分阶段实施后,实现行业领先的90%以上进度可靠性,确保东西方贸易的高效运作与灵活服务,为全球贸易的繁荣贡献力量。”
早在9月初,面对红海局势的不确定性,马士基与赫伯罗特就已为双子座的启动制定了两种备选方案:一是恢复红海航线,二是持续依赖好望角航线。在其最新的网络更新中,这对新的联盟伙伴毅然选择了更为漫长但相对安全的好望角路线,凸显出他们对于安全性的高度重视。
联合声明再次强调了这一决定的深思熟虑:“我们选择实施好望角网络,是基于对红海地区持续安全问题的全面考量。在当前复杂的地缘政治背景下,为确保我们员工及货物的安全,我们坚信这是现阶段最为可行的选择。”
回望2024年1月,马士基曾宣布将与德国航运巨头赫伯罗特达成新的合作协议——双子座,该协议将于2025年2月正式生效,紧随马士基与MSC地中海航运公司2M联盟结束的步伐。与此同时,赫伯罗特也计划在2025年1月底退出THE Alliance,与ONE、HMM及杨明等伙伴分道扬镳。
“双子座合作”不仅将覆盖全球主要的东西方贸易航线,更将触角延伸至七大全球(子)贸易区域,提供多达26条主干航线服务,为全球贸易的繁荣与发展注入强劲动力。这一系列的战略调整与合作,无疑将深刻影响全球航运业的未来格局,开启一个崭新的航运时代。
The new shipping alliance between Maersk and Hapag-Lloyd will launch next year using the Cape of Good Hope.
The shipping giants announced their decision to launch their "Gemini Cooperation" on February 1, 2025, via the Cape of Good Hope route, citing continued threats to commercial vessels in the Red Sea.
"Last month, we reached out with an update on the Gemini Cooperation and the Network of the Future. We are now writing with further information about what network is expected to be phased in on February 01, 2025," Maersk and Hapag-Lloyd said in a statement.
"After thorough consideration, and given the continued safety concerns in the Red Sea, Hapag-Lloyd AG (Hapag-Lloyd) and Maersk A/S (Maersk), an entity under A.P. Moller–Maersk, confirm that they expect to phase in their Cape of Good Hope network for the commencement of the Gemini Cooperation on February 1, 2025," they added.
This decision is the latest indication that the Red Sea crisis shows no signs of abating, nearly a year after the Iranian-backed Houthis began their campaign against commercial shipping in solidarity with Palestinians in the Israel-Hamas conflict in Gaza.
"As the situation remains highly dynamic, Hapag-Lloyd and Maersk will return to the Red Sea when it is safe to do so," Maersk and Hapag-Lloyd said in the joint statement.
The announcement noted that the Cape of Good Hope network will include 29 mainliner services supported by 28 intraregional shuttle services and will be operated by a fleet of around 340 vessels with a total capacity of 3.7 million TEUs.
"The Gemini Cooperation’s ambition is to deliver industry-leading schedule reliability of above 90% once fully phased in, ensuring efficient and flexible services across the East-West trades," Maersk and Hapag-Lloyd said.
In early September, Maersk and Hapag-Lloyd presented two possible options for Gemini's operations upon launch, depending on the Red Sea situation: either resuming the Red Sea route or continuing to use the alternative Cape of Good Hope route.
In its latest network update, the new alliance partners emphasized the decision to opt for the longer Cape of Good Hope route, underscoring the priority placed on safety.
"The decision to implement the Cape of Good Hope network has been taken after thorough consideration and is driven by ongoing safety concerns in the Red Sea region," the joint statement said.
"Given the current geopolitical situation and the need to ensure the safety of our people, we determined that this route is the only viable option at this stage," the companies added.
In January 2024, Maersk announced that it would instead enter into a new cooperation agreement—Gemini—with leading German carrier Hapag-Lloyd. This agreement will take effect in February 2025, immediately after the end of the 2M alliance between Maersk and MSC Mediterranean Shipping Company.
Hapag-Lloyd will also exit THE Alliance with ONE, HMM, and Yang Ming at the end of January 2025.
The "Gemini Cooperation" will cover the main East-West Trades and will cover seven global (sub)trades and offer 26 mainline services.
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