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Focus on logistics newsletter-Maersk plans to lay off 10,000 people

Maersk plans to lay off 10,000 people due to imbalance between supply and demand in shipping market 


On November 3rd, Maersk released its financial report for the third quarter of 2023. The financial report showed that the revenue in the third quarter was 12.13 billion US dollars, down 4.4% year-on-year, and the previous estimate was 12.54 billion US dollars. In the third quarter, EBIDTA was 1.88 billion US dollars, with an estimated 1.89 billion US dollars.


In addition, Maersk announced that it will lay off about 10,000 people to reduce costs, and Maersk expects to save 600 million US dollars through the cost reduction plan. 


Since the beginning of this year, the decline in container freight rates and weakening demand have hit the global shipping industry, and the analysis predicts that this situation may last until 2026. 


In the past two years, the freight rate of the shipping industry once peaked, and the loading rate of ships remained at a high level due to the obstruction of transportation capacity. However, with the gradual decline of freight rates in 2022, the prosperity of the industry turned sharply.


According to industry insiders, there is a serious imbalance between supply and demand in the global shipping market, and the global economy is still affected by high inflation, high interest rates and geopolitical conflicts. In addition, the destocking process is slow, and the shipping market will still face great challenges. 




航运市场供需失衡,马士基计划裁员1万人


       11月3日消息,马士基发布了2023年第三季度财报,财报显示,第三季营收121.3亿美元,同比下降4.4%,此前预估为125.4亿美元。第三季营EBIDTA为18.8亿美元,预估18.9亿美元。


       另外,马士基宣布将裁员约1万人以降低成本,马士基预计通过削减成本计划节省6亿美元。


       今年以来,集装箱运价下跌和需求减弱打击了全球航运业,预估这种情况可能会持续到2026年。


       在过去两年,海运行业的运费一度冲顶,加上运力受阻等原因,船舶的装载率也保持在高位。但随着2022年运费逐渐下滑,行业景气度急转直下。


       业内人士称,目前全球航运市场供需严重失衡,全球经济依旧受高通膨、高利率、地缘冲突的影响,加上去库存化进程缓慢,航运市场仍将面临较大挑战。