In issue 768 of the Sea-Intelligence Sunday Spotlight, Sea-Intelligence analysed East/West container vessel deployment, revealing how Gemini Cooperation is executing a reallocation of their fleet. While headline figures show a broad loss of market share across major East/West trades, an 8 ‑ week running average in Figure B1 shows a deliberate network strategy: Gemini is systematically sacrificing capacity market share on the Transpacific and Asia-North Europe (Asia-NEUR) lanes to fund an aggressive offensive on Asia-Mediterranean (Asia-MED). On the Asia‑NEUR lane, Gemini’s market share fell sharply from 25.7% in mid‑May to 22.5% by June 2026. This drop was driven by a structural fleet downgrade on the AE3/NE3 service. Following a two-week blanking in early June, Gemini resumed the service by swapping out 18,000+ TEU vessels for smaller 14‑15,000 TEU ones. This tactical downsizing trimmed weekly deployed capacity by roughly ‑5,500 TEU. Source: Sea-Intelligence.com, Sunday Spotlight, issue 768 Conversely, Gemini flipped the script on the Asia‑MED trade lane, where capacity market share is projected to increase to 29.7% by July 2026, up from a 23.4% baseline. This surge stems from a two‑pronged strategy implemented in 2026‑Q2: launching a fourth loop (AE19/SE4) utilizing 14,000 TEU vessels and structurally upgrading the AE15/SE3 service from a 13,100 TEU average to 18,400 TEU. In fact, the underlying data reveals a direct cascading mechanism: the 18,000 TEU vessels pulled from Asia‑NEUR were directly re‑routed to execute the Asia‑MED upgrade. This injected a net +22,402 TEU weekly into the MED trade, yielding a dominant 28.1% capacity market share. Ultimately, Gemini is consolidating their network to build a dense, high‑frequency Asia‑MED footprint, drawing a stark operational contrast to Ocean Alliance, which continues to expand capacity across all major trade lanes uniformly. The post Sea-Intelligence: Decoding Gemini’s Mediterranean Surge appeared first on Container