CMA CGM RETURNS TO THE CAPE OF GOOD HOPE: A TRUST TEST FOR THE ASIA–EUROPE SUPPLY CHAIN

CMA CGM has announced that its FAL1, FAL3, and MEX services will revert to sailing via the Cape of Good Hope, reversing a recent decision to resume transits through the Suez Canal. The French carrier cited a “complex and uncertain international context” as the reason behind this move.

⚠️ According to Xeneta, these frequent route changes are:

• Eroding shippers’ confidence in schedule reliability

• Increasing risks in inventory planning and warehouse management

• Making logistics decisions more unpredictable, even when transit times are shorter

⚠️ The Safety Paradox:
A move intended to enhance safety may instead cause CMA CGM to be perceived as a riskier option by shippers—especially as competitors like Maersk take a more cautious yet consistent approach to resuming Suez transits.

⚠️ The impact goes beyond vessel schedules, extending to:

• DEM/DET costs

• Delivery planning

• Overall supply chain efficiency

In today’s environment, stability and predictability are becoming just as critical—if not more so—than shaving a few days off transit times.

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