Transpacific - port coverage from April 1st 
April 1st is expected to mark another significant milestone for the container shipping industry as the new Alliances, the Ocean Alliance (Orient Overseas Container Line, Cosco Shipping Line, Evergreen Line, CMA CGM with its APL brand) and THE Alliance (NYK Line, MOL, ‘K’ Line, Yang Ming Line, and Hapag-Lloyd-United Arab Shipping Co) will start their services.
April 1st will also see the beginning of a new co-operation involving the 2M’s partners (Maersk Line and Mediterranean Shipping Co) and Hyundai Merchant Marine (HMM) and the slot purchase agreement between Maersk Line and Hambürg Sud. Although the Transpacific will remain dominated by the other two Alliances, the new agreements signed by 2M might help Maersk and MSC to boost their competitiveness in this market. 2M could encourage growth of its services on the Transpacific by offering competitive rates so the prospect of a new ‘price war’ should not be dismissed.
With only days to the launching date, however, not much has been revealed by the new Alliances regarding the size of the vessels they will deploy making difficult to gauge the impact that these services will have on overall supply of container shipping capacity. Based on the schedules released by CMA-CGM and Hapag-Lloyd, the major players for the Ocean Alliance and THE Alliance respectively, along with the information released by 2M to date, we have examined the port rotations characterising the services scheduled from April. Note, however, that at the time of this analysis, THE Alliance has not yet released the full details of its network.
In this short analysis, we have focused our attention on the Transpacific trade lane, being one of the key routes for the new Alliances.
The following chart, showing the number of services for the top 10 ports for the three Alliances, illustrates that the Asian ports will remain the main ports; seven ports featuring in the top 10.
Figure 1: Number of services by Alliance - Far East - North America (from April 2017) Source: MDS Transmodal’s elaborations
With 104 calls and stopping at 36 unique ports on the Far-East trade lane, Ocean Alliance will remain the main Alliance on this market with Shanghai and Yantian the two main ports both attracting nine calls. Comparing the port rotations as scheduled so far by the Ocean Alliance to those in place in March for its members, we count 12 ports which will be removed from April, nine in the Far East and three in North America.
Based on the information released so far by the THE Alliance, it will have 88 calls on this market calling at 33 unique ports; the ports with more calls being Los Angeles (nine) and Oakland (8). The casualties for the THE Alliance will be seven in total: five in the Far East and two in North America (one on each coast).
With only 31 calls and 19 unique ports, the 2M will remain the less important player in this market. Shanghai, Yantian and Pusan will remain the main ports for 2M on the Far East-North America routes all attracting eight calls each. Based on the information available so far, all ports in the port rotations scheduled in March have been confirmed for April.
 For March, we have taken into account only Fully Cellular and Semi-Cellular ships of at least 8,000 teu