Global seaborne trade is in a period of redefinition. Shipping alliances, which for years have been key to ensuring operational efficiency and international coverage, are changing in the face of strategic fragmentation and trade tensions.
At the same time, the tariffs imposed by the United States are introducing a factor of instability that may alter the balance of maritime transport achieved in recent decades. In this context, Smart Logistics, an international logistics operator, is closely monitoring these changes and analysing their impact on the sector in order to adapt to the new dynamics of global trade.
New maritime alliances
Maritime alliances are essential to ensure global connectivity, optimise cargo volumes and ensure economies of scale. In 2025, that model is changing. The dissolution of the historic 2M alliance has given way to new partnerships more focused on operational efficiency and sustainability.
One example is the Gemini Cooperation (a joint venture between Maersk and Hapag-Lloyd), which operates almost 300 vessels on key routes between Asia and Europe. Other major alliances, such as the Ocean Alliance, comprising CMA CGM, COSCO Shipping, Evergreen and OOCL and THE Alliance, comprising ONE (Ocean Network Express), HMM and Yang Ming, maintain their leadership by strengthening services especially on the transpacific axis. The Ocean Alliance manages a combined capacity in excess of 4 million TEUs, while THE Alliance exceeds 3 million TEUs, enabling them to sustain regular frequencies and global coverage in an increasingly competitive market.
These clusters allow infrastructure sharing, cost reduction and wider route coverage without the need for very large individual fleets. However, their structure must also adapt to a stricter legal environment, such as the end of the European CBER framework, which regulated these collaborations with certain exemptions.
Tariffs: risk to shipping stability
As shipping lines redraw their alliances, new challenges emerge on the political and trade front. The US has implemented high tariffs on goods from around the world. This tariff policy, which affects a wide range of goods from manufactured goods to raw materials, is putting significant economic pressure on the global logistics industry. According to experts, these tariffs could represent a cost overrun of up to $20 billion per year for the industry.
These trade barriers not only make shipments more expensive, but also chill possible agreements between companies in Asia, Europe or America, alter routes and cargoes, and push up freight rates. Political decisions that force shipping lines and logistics operators to redefine strategies in the short and medium term.