Sea-Intelligence: Europe’s new port order

In issue 731, Sea-Intelligence Sunday Spotlight, analysed the impact of the 2025 carrier alliance reshuffle on Europe’s major container ports. With the new service networks fully executed and stable as of July 2025, Sea-Intelligence’s analysis of the vital Asia-Europe trade lane reveals a significant consolidation of market power into hubs like Hamburg and Valencia, at the expense of established gateways such as Antwerp and Tangier.

To measure this shift, Sea-Intelligence analysed the total deployed TEU capacity directed to each major European port, comparing the post-reshuffle period of May-July 2025 against the 2024-FY baseline. This metric provided the clearest picture of the strategic realignment underway.



It is important to note, however, that these TEU figures refer to the vessel’s nominal capacity – its theoretical maximum – which serves as a proxy for market size and deployed assets. This represents the maximum cargo opportunity directed to each gateway and is not a representation of the actual cargo volumes exchanged per call.

Sea-Intelligence revealed that the undisputed primary winner is Hamburg, which gained an enormous +169,000 TEU in average monthly nominal vessel capacity. This, along with the increase in port call frequency and vessel size has translated into a huge boost in its overall market power. Valencia was the other clear winner, adding over +78,000 TEU per month in nominal vessel capacity and cementing its status as a rising power in the Mediterranean.

Conversely, the data reveals a significant strategic pivot away from several major hubs. Antwerp (-138,000 TEU) and the transshipment hub of Tangier (-122,000 TEU) both lost a significant volume of average monthly nominal capacity. 

Rotterdam, on the other hand, remains in a league of its own, cementing its unshakable position as Europe’s dominant gateway port.