Bank: Ny alliance er et krisetegn

Det er et krisetegn og et billede af en branche i problemer, når Maersk Line og rederiets to hovedkonkurrenter går sammen om at drive en række vigtige ruter. Det vurderer Jyske Banks A.P. Møller - Mærsk-analytiker, Frans Høyer

”Jeg ser det som en afspejling af, hvor desperate og deprimeret et marked, vi ser nu. Rederierne har indset, at der må gøres noget, og de er hver især tilpas motiveret til at opgive uafhængig og selvstændig drift til fordel for at beskytte sine bundlinjer”, siger Frans Høyer til Ritzau Finans.

Målet med samarbejdet er ifølge de tre rederier, bedre at kunne justere kapaciteten i et marked præget af svigtende udbud og stor volatilitet.

”Det er en positiv ting for omkostningerne. De kan fjerne nogle omkostninger og øge fleksibiliteten, for jo større et system, man har at arbejde med, jo finere kan man kalibrere det til matche den efterspørgsel, der er”, siger Frans Høyer, der dog slår fast, at det nye initiativ ikke ændrer ved den underliggende konkurrencesituation.

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