A week ago, I had the pleasure of participating in a joint town hall with two customers, Stolt Tank Containers and Hapag-Lloyd. The session focused on the imminent Gemini Cooperation, and amongst others allowed 100+ Stolt employees to ask questions of one of their primary ocean partners. I was asked to do a brief intro on the alliance landscape and share some thoughts about the hub and spoke concept, as well as the much-touted 90% reliability promise.
The question I hear all the time is whether it's possible. Is 90% reliability doable - and how far are the carriers from that, now ? My first answer usually is that we don't even know how Gemini define 90%, yet. But then, we can make some assumptions and infer a combined schedule reliability.
The short take-aways: HL + ML did once hit a combined high of 76% reliability back in 2020. But they were at 36% in Q3 of this year - so they're definitely going to have to shape up to hit 90% within a year of the Feb 2025 kick-off of Gemini.
Thank you to Carl Kars and the Stolt team for letting us participate. And thank you to Martin Everist for making a convincing case for Gemini and Hapag-Lloyd in particular.
/Simon
eeSea Signals
- All Gemini services mapped - with the current public information
- Latest news about Gemini
- eeSea's Q3 Schedule Reliability Scorecard
eeSea illustrations
