日本海事新聞ニュース Japan Maritime Daily Sep 07, 2026 (Mon)

ONE’s new CEO places the highest priority on restoring profitability

Till Ole Barrelet, CEO of Ocean Network Express

　Ocean Network Express (ONE) transitioned to a new management structure in July, with Till Ole Barre ・・・ 続きはログインして下さいnext %E3%80%80Ocean+Network+Express+%28ONE%29+transitioned+to+a+new+management+structure+in+July%2C+with+Till+Ole+Barrelet+assuming+the+role+of+CEO+%28Chief+Executive+Officer%29.+The+company+will+carry+on+the+business+plan+%E2%80%9CONE2030%2C%E2%80%9C+formulated+by+the+previous+management%2C+and+maintain+its+policy+of+expanding+its+operational+scale+to+3+million+TEU+by+2030.+The+company+aims+to+accelerate+investment+in+its+fleet%2C+terminals%2C+and+emerging+markets+to+expand+its+market+share+and+restore+profitability.+We+asked+Barrelet+about+the+new+management+team%E2%80%99s+policies%2C+the+outlook+for+the+container+shipping+market%2C+and+challenges+facing+services+to+and+from+Japan.+%3Cbr%3E%28Interviewer%3A+Masato+Kamiko%3B+interviewed+on+August+12%29+%3Cbr%3E%3Cbr%3E%E3%80%80%E2%96%A0+Restoring+profitability+%3Cbr%3E%E3%80%80--What+is+your+top+priority+as+the+new+CEO%3F+%3Cbr%3E%E3%80%80%E2%80%9CImproving+profitability.+I%E2%80%99m+not+satisfied+with+last+year%E2%80%99s+results.+It+is+important+to+deliver+appropriate+returns+to+shareholders.+Not+long+ago%2C+ONE+was+one+of+the+most+profitable+container+shipping+companies.+We+must+get+back+there.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CAnother+is+the+implementation+of+%E2%80%99ONE2030.%E2%80%99+The+strategy%2C+formulated+by+the+previous+management+team%2C+will+serve+as+our+guide+as+we+invest+in+vessels%2C+terminals%2C+and+new+markets.+We+are+fully+aligned+with+our+shareholders+on+this.%E2%80%9C+%3Cbr%3E%E3%80%80--Your+predecessor%2C+Jeremy+Nixon%2C+built+ONE+from+scratch.+What+is+your+mission+for+the+next+phase%3F+%3Cbr%3E%E3%80%80%E2%80%9CThe+next+phase+is+to+grow+again.+We+will+expand+our+market+share%2C+overcome+the+challenges+that+remain+eight+years+after+the+integration+of+the+three+companies%2C+and+implement+%E2%80%99ONE2030%E2%80%99+as+a+more+integrated+company.+Scale+matters.+Last+year%2C+our+growth+lagged+slightly+behind+the+market.+We+want+to+grow+at+least+as+fast+as+the+market%2C+and+faster+if+possible.%E2%80%9C+%3Cbr%3E%3Cbr%3E%E3%80%80%E2%96%A0+Demand+remains+strong+%3Cbr%3E%E3%80%80--How+do+you+view+the+containership+market%3F+%3Cbr%3E%E3%80%80%E2%80%9CSince+the+coronavirus+pandemic%2C+the+market+has+been+highly+volatile.+With+the+situation+in+the+Middle+East%2C+the+Panama+Canal%2C+port+congestion+in+Europe%2C+and+so+on%2C+we+do+not+know+what+will+happen+next.+Container+shipping+is+an+infrastructure+industry.+The+key+is+to+remain+agile%2C+adapt+to+changes+in+market+conditions%2C+and+maintain+service+to+customers+even+in+a+complex+environment.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CIn+the+long+term%2C+we+strongly+believe+in+globalization+and+that+container+shipping+will+continue+to+grow.+Meanwhile%2C+sources+of+volatility+are+emerging+from+various+directions%2C+including+regulations%2C+geopolitics%2C+and+the+environment.+We+need+to+adapt+to+such+changes.%E2%80%9C+%3Cbr%3E%E3%80%80--Will+the+recent+rise+in+freight+rates+continue%3F+%3Cbr%3E%E3%80%80%E2%80%9CWhat+is+actually+growing+is+not+so+much+freight+rates+as+freight+demand+itself.+At+the+beginning+of+the+year%2C+many+shippers+were+probably+expecting+the+resumption+of+transit+through+the+Red+Sea+and+ample+vessel+capacity.+However%2C+tensions+in+the+Middle+East+escalated+at+the+end+of+February%2C+leaving+many+ships+stranded+in+the+Persian+Gulf.+As+a+result%2C+many+shippers+were+unable+to+build+up+inventories+early+on%2C+and+demand+now+exceeds+supply.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CWe+expect+market+conditions+to+normalize+after+the+peak+season.+However%2C+vessel+supply+and+demand+remain+tight+because+of+issues+in+the+Red+Sea+and+the+Panama+Canal.+Even+if+the+Red+Sea+route+reopens%2C+European+terminals+will+be+unable+to+accommodate+the+increased+number+of+vessels+all+at+once.+Normalization+will+be+quite+gradual.%E2%80%9C+%3Cbr%3E%3Cbr%3E%E3%80%80%E2%96%A0+Room+for+growth+in+Africa+%3Cbr%3E%E3%80%80--How+will+you+capitalize+on+growth+in+emerging+markets%3F+%3Cbr%3E%E3%80%80%E2%80%9CWe+continue+to+view+Asia+as+a+major+growth+market.+We+already+have+a+strong+position+in+Latin+America%2C+and+we+will+increase+our+market+share+while+maintaining+that+position.+We+have+also+invested+heavily+in+India.+There+are+areas+where+we+have+restructured+because+we+were+unable+to+generate+the+expected+returns%2C+but+we+will+continue+to+invest.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CWe+are+also+working+to+strengthen+our+services+to+and+from+Africa.+While+we+have+a+relatively+strong+competitive+advantage+in+East+Africa%2C+there+is+still+significant+room+for+growth+in+West+Africa.+This+is+a+rapidly+growing+market%2C+and+our+goal+is+to+increase+our+share+here.%E2%80%9C+%3Cbr%3E%3Cbr%3E%E3%80%80%E2%96%A0+Japan+is+%E2%80%9Chome%E2%80%9C+%3Cbr%3E%E3%80%80--What+is+the+position+of+the+Japanese+market%3F+%3Cbr%3E%E3%80%80%E2%80%9CJapan+is+our+%E2%80%99home.%E2%80%99+We+have+a+high+market+share+and+a+service+network+covering+nearly+all+regions.+At+the+same+time%2C+Japan+needs+to+have+infrastructure+that+is+as+suitable+as%2C+or+even+better+than%2C+that+of+other+markets.+European+ports+are+congested+but+can+accommodate+the+largest+vessel+sizes%2C+while+the+United+States+is+less+congested+but+has+restrictions+on+vessel+sizes.+We+hope+that+in+the+future+we+will+once+again+be+able+to+offer+direct+services+from+Japan+to+all+major+markets.%E2%80%9C+%3Cbr%3E%E3%80%80--This+spring%2C+you+discontinued+the+pendulum+service+linking+Europe%2C+Japan+and+Asia%2C+and+the+West+Coast+of+North+America.+How+significant+has+the+improvement+in+schedule+reliability+been%3F+%3Cbr%3E%E3%80%80%E2%80%9CIt+is+extremely+significant.+The+%E2%80%99PS1%E2%80%99+service+to+the+west+coast+of+North+America+operates+on+schedule+every+week.+I+always+say%2C+%E2%80%99At+least+in+the+Japanese+market%2C+we+must+operate+on+time+like+Japan%E2%80%99s+railways.%E2%80%99+Schedule+reliability+for+Europe-bound+services+has+also+improved+significantly+by+establishing+connections+to+the+%E2%80%99FE4%E2%80%99+in+Busan.+Complex+structures+such+as+pendulum+services+can+worsen+schedule+reliability%2C+especially+when+congestion+intensifies+in+certain+areas.%E2%80%9C+%3Cbr%3E%E3%80%80--How+have+customers+responded%3F+%3Cbr%3E%E3%80%80%E2%80%9CI+have+heard+that+they+are+satisfied.+%E2%80%99PS1%E2%80%99+is+operating+fully+on+schedule%2C+and+not+only+the+vessels+but+also+cargo+bound+for+Europe+are+on+schedule%2C+with+connections+functioning+well.+We+are+continually+considering+whether+we+can+once+again+offer+direct+services+from+Japan+to+Europe.%E2%80%9C+%3Cbr%3E%E3%80%80--What+measures+are+being+taken+to+improve+service+quality+in+the+Premier+Alliance%3F+%3Cbr%3E%E3%80%80%E2%80%9CONE+provides+approximately+half+of+the+alliance%E2%80%99s+vessels+and+vessel+capacity.+By+joining+forces+with+partners%2C+we+can+provide+a+frequency+and+network+that+we+could+not+achieve+on+our+own.+We+will+streamline+services%2C+thereby+improving+schedule+reliability%2C+which+is+a+key+priority+this+year.+There+were+difficulties+at+the+launch%2C+but+the+partnership+is+now+working+very+well.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CThe+alliance+members+are+aligned+on+improving+schedule+reliability.+However%2C+schedule+reliability+has+not+yet+reached+the+desired+level.+At+ONE%2C+some+services%2C+such+as+%E2%80%99PS1%E2%80%99+and+%E2%80%99FE4%2C%E2%80%99+exceed+70%25%2C+but+infrastructure+constraints+at+ports+and+terminals%2C+particularly+in+Europe%2C+remain+a+challenge.%E2%80%9C+%3Cbr%3E%E3%80%80%3Cbr%3E%E3%80%80%E2%96%A0+Promoting+ONE2030+%3Cbr%3E%E3%80%80--Can+the+target+of+3+million+TEU+set+forth+in+%E2%80%9CONE2030%E2%80%9C+be+achieved%3F+%3Cbr%3E%E3%80%80%E2%80%9CIt+is+on+track.+The+company+plans+to+continue+placing+orders+in+the+near+future%2C+but+deliveries+are+expected+in+2028%2C+2029%2C+and+2030+due+to+tight+slipways.+Some+vessels+in+the+existing+fleet+will+leave+upon+the+expiration+of+their+charter+contracts+and+will+be+replaced+with+more+modern+vessels.+The+policy+of+aiming+for+nearly+3+million+TEU+by+2030+remains+unchanged.%E2%80%9C+%3Cbr%3E%E3%80%80--What+is+the+approach+to+vessel+sizes+going+forward%3F+%3Cbr%3E%E3%80%80%E2%80%9CAn+appropriate+mix+of+vessel+sizes+is+necessary.+In+Europe+and+possibly+the+Middle+East%2C+20%2C000-+to+24%2C000-TEU+vessels+will+become+the+mainstay%2C+while+the+United+States+and+Japan+will+require+10%2C000-+to+15%2C000-TEU-class+NeoPanamax+vessels+due+to+infrastructure+constraints.+Investment+is+needed+in+all+vessel+sizes%2C+but+in+terms+of+owned+vessels%2C+the+number+of+large+vessels+will+likely+increase.%E2%80%9C+%3Cbr%3E%E3%80%80%3Cbr%3E%E3%80%80%E2%96%A0+Expanding+CT+investment+%3Cbr%3E%E3%80%80--What+is+the+policy+on+terminal+investment%3F+%3Cbr%3E%E3%80%80%E2%80%9CWe+will+secure+the+handling+capacity+required+in+each+market.+A+specialized+team+is+participating+in+multiple+bids+and+is+also+holding+discussions+with+several+terminal+operators.+We+have+narrowed+down+specific+investment+targets+and+hope+to+announce+good+news+in+the+future.%E2%80%9C+%3Cbr%3E%E3%80%80--What+are+the+priority+regions%3F+%3Cbr%3E%E3%80%80%E2%80%9CWe+are+focusing+on+the+US+East+Coast%2C+Europe%2C+Latin+America%2C+West+Africa%2C+and+other+regions.+Since+we+already+have+an+established+presence+in+Asia%2C+we+will+prioritize+regions+where+we+do+not+yet+have+a+sufficient+presence.%E2%80%9C+%3Cbr%3E%E3%80%80--What+is+your+policy+on+M%26A+%28mergers+and+acquisitions%29%3F+%3Cbr%3E%E3%80%80%E2%80%9CWe+are+prepared+to+consider+deals+that+are+compatible+not+only+in+terms+of+business+operations+and+corporate+value%2C+but+also+in+corporate+culture.+Shareholders+are+also+committed+to+investing.+However%2C+the+core+driver+of+growth+is+organic+growth.%E2%80%9C+%3Cbr%3E%E3%80%80%3Cbr%3E%E3%80%80%E2%96%A0+Improving+efficiency+with+AI+%3Cbr%3E%E3%80%80--How+are+you+using+AI+%28artificial+intelligence%29%3F+%3Cbr%3E%E3%80%80%E2%80%9CWe+use+it+for+customer+service%2C+ship+stowage+planning%2C+and+selecting+optimal+routes+using+weather+information.+We+are+also+investing+in+our+own+large+language+model+%28LLM%29+that+can+understand+maritime+terminology.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CHowever%2C+we+are+a+shipping+company%2C+not+a+software+company.+The+goal+is+to+use+AI+and+machine+learning+to+operate+our+assets+more+efficiently.+While+we+are+already+seeing+results+in+routine+areas%2C+the+deployment+of+AI+models+is+still+in+its+early+stages.%E2%80%9C+%3Cbr%3E%E3%80%80--Will+uncertainty+surrounding+the+International+Maritime+Organization%E2%80%99s+%28IMO%29+%E2%80%9Cnet-zero+framework%E2%80%9C+change+your+decarbonization+strategy%3F+%3Cbr%3E%E3%80%80%E2%80%9CWe+will+not+change+our+strategy.+We+will+continue+to+invest+in+what+can+be+done+now%2C+including+dual-fuel+vessels%2C+retrofitting+existing+vessels%2C+and+improvements+to+coatings+and+propellers.+What+is+important+is+a+global+framework+and+a+level+playing+field.%E2%80%9C+%3Cbr%3E%E3%80%80%3Cbr%3E%E3%80%80%E2%96%A0+Human+resources+are+%E2%80%9Ccore+assets%E2%80%9C+%3Cbr%3E%E3%80%80--What+kind+of+talent+and+leaders+will+drive+future+growth%3F+%3Cbr%3E%E3%80%80%E2%80%9CHuman+resources+are+our+core+assets.+Anyone+can+buy+a+ship%2C+but+it+is+people+who+determine+how+it+is+operated.+That+will+become+ONE%E2%80%99s+unique+DNA.+We+need+diverse+leaders+who+can+adapt+to+changes+in+markets%2C+technology%2C+and+the+environment+and+complement+one+another.%E2%80%9C+%3Cbr%3E%E3%80%80--How+do+you+see+the+containership+market+over+the+next+10+years%3F+%3Cbr%3E%E3%80%80%E2%80%9CI+strongly+believe+in+globalization.+There+will+be+ups+and+downs%2C+and+we+do+not+know+where+the+next+crisis+will+come+from.+Even+so%2C+container+shipping+supports+globalization%2C+and+I+believe+it+will+grow+in+the+long+term.+ONE+also+needs+to+continually+transform+itself+and+continue+investing+in+line+with+changes+in+the+market.%E2%80%9C+%3Cbr%3E%3Cbr%3E%E3%80%80Till+Ole+Barrelet+graduated+from+the+Berlin+School+of+Economics+and+Law%2C+Germany.+After+working+at+IBM%2C+Bernhard+Schulte%2C+and+the+European+shipping+company+OPDR%2C+he+joined+CMA+CGM.+In+2017%2C+he+became+Managing+Director+of+CNC+%28Cheng+Lie+Navigation%29.+In+June+2022%2C+he+became+CEO+of+ESL+%28Emirates+Shipping+Line%29.+He+joined+ONE+in+May+2026+and+has+held+his+current+position+since+July.+He+is+49.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E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【Global Lens】【インタビュー　新体制発足】オーシャンネットワークエクスプレスCEO　ティル・オーレ・バレレット氏、投資拡大 再び成長へ

2026/09/07(月)

日本海事新聞 JMD

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