Hapag’s ASX will reverse December Asia-ECSA capacity squeeze

On the question of whether the ASX replaces the AS3, the rotations point the other way. Together they give Hapag-Lloyd two weekly sailings into the same four Brazilian gateways, each fed from a different Chinese catchment – imitating how CMA CGM and its Ocean Alliance partners pair SEAS 2 and SEAS A.

Add the slots Hapag-Lloyd buys on Maersk’s ASAS, which still calls Buenos Aires and Montevideo direct, and the Hamburg-based line covers the trade three ways.

However, we cannot exclude that ASX could serve as a policy insurance, should Hapag and Zim part ways on their joint AS3/ZFS.

ASX runs a port rotation of Qingdao-Ningbo-Shekou-Tanjung Pelepas-Santos-Itajaí-Rio Grande-Paranaguá-Santos-Singapore. Five choices stand out.

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