In the often unpredictable world of global shipping, where congestion, rates, and schedules can change overnight, two carriers are consistently making headlines for their strong performance. If you're managing global supply chains, the names Hapag-Lloyd and COSCO are worth your close attention because, according to recent data, they are currently outpacing many of their competitors.
Setting the Pace in a Growing Market
Global container shipping volumes have been on the rise, growing 4.5% in the first half of 2025 compared to the same period in 2024 . While this is positive news for the industry, not all carriers are benefiting equally.
Recent analysis reveals that Hapag-Lloyd and COSCO Shipping Group have outperformed the market average . Here's a snapshot of their growth as of the first half of 2025:
- Hapag-Lloyd: Handled 6.7 million TEU, an 11% increase year-on-year .
- COSCO: Processed a substantial 13.3 million TEU, marking a 7% increase .
In contrast, most other top-tier carriers reported growth below 2.5% during the same period . This consistent growth in volume handled suggests that both companies are successfully capturing more market share and enhancing their operational scale.
More Than Just Volume: A Look at Network and Reliability
So, what's driving this outperformance? It's not just about moving more boxes. Both companies have been strategically enhancing their service networks.
COSCO has been aggressively expanding its specialized fleet and optimizing its global network. In the first three quarters of 2025 alone, its specialized carrier division added 42 new vessels, totaling 2.57 million dwt, and launched new direct services, including routes to the new Chancay port and automobile transport services to Europe and the Middle East . This expansion directly supports the wider group's volume growth and service flexibility.
Meanwhile, Hapag-Lloyd's success is closely tied to its strategic moves within the new Gemini Cooperation alliance with Maersk. This partnership has been a significant force in reshaping competition, particularly in key trade lanes like Asia. The alliance's focus on a "hub-and-spoke" network has led to a dramatic increase in operated capacity in the intra-Asia trade, where Hapag-Lloyd's capacity nearly doubled (a 97% increase) over the past year .
Furthermore, reliability is a critical metric for shippers choosing a carrier. In this area, Hapag-Lloyd also shines. According to Sea-Intelligence's latest Global Liner Performance report, Hapag-Lloyd was the second most reliable top-13 carrier, with a schedule reliability of 73.6% . The Gemini Cooperation alliance as a whole has posted an impressive schedule reliability of 89.1% for all arrivals . While COSCO's Ocean Alliance has a lower score in this particular "all arrivals" metric, the overall growth indicates improvements in their service execution that are resonating with the market .
Why This Matters for Your Business
For logistics managers, importers, and exporters, the strong performance of Hapag-Lloyd and COSCO is more than an industry headline-it has direct implications for your supply chain.
- Potential for Greater Reliability: Carriers with growing, well-managed networks and high on-time performance, like Hapag-Lloyd, can offer more predictable transit times. This is crucial for inventory management and meeting delivery deadlines .
- Expanded Network Options: The significant expansion of fleets and services, as seen with COSCO, means more routing options and potentially better coverage for emerging trade routes, such as direct services to South America .
- A Shifting Competitive Landscape: The rapid growth of these carriers and their alliances is intensifying competition. This can lead to more competitive pricing and service innovations, ultimately providing you with more choice and leverage.
Staying Informed in a Dynamic Market
The shipping industry remains in constant flux. While Hapag-Lloyd and COSCO are currently leading the pack, staying updated on carrier performance, alliance changes, and market trends is essential for making informed logistics decisions.
For more insights and analysis on global shipping trends to help you optimize your supply chain, keep exploring our resources at XMAE Logistics. We are committed to providing you with the knowledge you need to navigate the complexities of international shipping.
