Landside bottlenecks, not ships, are the real constraint says Maersk, as Red Sea return gathers pace
- Maersk will keep adding Red Sea services as long as security holds, even as Saudi-Houthi fighting intensifies — although Hormuz remains off limits
- Asia-Pacific ocean head Bhavan Vempati dismisses rate collapse fears from returning capacity, arguing the industry’s real constraint has shifted to terminal congestion
- Danish giant’s 26-ship ULCS order is fleet renewal, not a defensive move, he says, with Asia growth a key priority
The bottleneck in container shipping has moved from sea to shore: Maersk says congested terminals and inland links, not vessel capacity, now dictate what volume supply chains can absorb
