The upcoming break-up of the 2M alliance is going to lead to a change in the competitive makeup of the deep-sea networks, according to Sea-Intelligence.

More specifically, although the formal break-up will not happen until January 2025, gradual changes are likely to happen during the two-year transition period.

In the hypothetical case that the other two alliances remain intact, and that the orderbook gets delivered on time, the changes in the capacity market share with a 'pure' break-up of 2M on the Transpacific would look like the following graph.

MSC will be stronger positioned compared to Maersk, but it will, still, be slightly smaller than THE Alliance, and the Ocean Alliance which will be in an extremely strong position in the market, according to Sea-Intelligence report.