The exit of key partners is fragmenting seasoned South America services
2025-07-14 07:55

The exit of key partners is fragmenting seasoned South America services

by Destine Ozuygur
The exit of key partners is fragmenting seasoned South America services

While some carriers like Yang Ming are eyeing an expansion of services to East Coast South America - others on the West Coast are on their way out.

One month ago we shared the news that OOCL would be dropping out of the transpacific TLP3 service, and posited that partner CMA CGM would soon follow on their heels. In the ongoing absence of long term schedule visibility on the carrier’s site, the decision was made to also pull CMA CGM from the partnership and create corresponding service version 15 on Friday, July 11. The final voyage of CMA’s ACSA3 will be the EVER LINKING, scheduled to arrive in Valparaiso today before making its way back to Hong Kong.

The loss of this weekly 8.5K TEU service that has been around since 2016 is just half the story; eeSea analysts have also confirmed Evergreen to be dropping out of two more West Coast South America services that happen to exclusively feature CMA CGM vessels. Evergreen’s WSA5 schedules revealed CMA CGM’s 14.8K TEU INTEGRITY to be the final call into Buenaventura on July 9, while CMA and OOCL continue to broadcast schedules for future voyages. The final sailing communicated on Evergreen’s site for the WSA4 is the 8K TEU CMA CGM BYBLOS, forecasted to arrive into Psorja on July 19.

Due to the subtle but sure manner in which the TLP3 / ASCA3 was recently reshaped, we are keeping a close eye for any more signs of fragmented partnerships on these non-alliance West Coast services. If CMA CGM were to pull out of the aforementioned strings along with the ACSA3, that would amount to a total reduction of 31K TEU - nearly 55% - of their current weekly capacity from the Far East to South America.

eeSea Signals