Vincent Clerc
CEO of AP Moller Maersk
Replay available
A.P Moller - Maersk A/S (AMKBY) Q2 2026 Earnings Call
A.P Moller - Maersk A/S (OTC: AMKBY) Q2 2026 earnings conference call, held 2026-08-13. Replay captured from the company's public earnings webcast.
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Robert Erni
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Replay transcript excerpt
WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a04110-454a-7033-8eef-9fd605eb14e1 Created: 2026-08-27T02:33:02.968Z Duration: 3607.4841 Channels: 1 00:00:00.000 -- 00:00:01.920 Welcome, everyone, and thank you for joining us 00:00:01.920 -- 00:00:03.919 on this earning call today as we present 00:00:03.919 -- 00:00:06.319 our second quarter results for 2026. 00:00:06.319 -- 00:00:07.919 My name is Vincent Klerg. I'm the CEO 00:00:07.919 -- 00:00:09.200 of A. P. Moller - Maersk. And with 00:00:09.200 -- 00:00:11.280 me in the room today is our CFO, 00:00:11.280 -- 00:00:12.160 Robert Ernie. 00:00:13.985 -- 00:00:16.225 Let me start with the overall highlights for 00:00:16.225 -- 00:00:18.785 the second quarter. At the macro level, market 00:00:18.785 -- 00:00:22.064 demand continued unabated despite the disruptions from the 00:00:22.064 -- 00:00:24.145 war in the Gulf, driven by Far East 00:00:24.145 -- 00:00:26.625 exports on almost all trade lanes. 00:00:27.609 -- 00:00:29.770 Exports from the Far East grew for the 00:00:29.770 -- 00:00:33.050 third consecutive years, while the backhaul volumes were 00:00:33.050 -- 00:00:34.570 stagnant or negative. 00:00:34.970 -- 00:00:37.770 This has led to significantly more imbalanced trade 00:00:37.770 -- 00:00:41.610 flows and increased congestions in various regions, including 00:00:41.610 -- 00:00:44.184 Europe, the East Coast Of South America, West 00:00:44.184 -- 00:00:46.745 Africa and The Middle East, as volume levels 00:00:46.745 -- 00:00:49.625 are challenging the limits of ports and landside 00:00:49.625 -- 00:00:50.585 infrastructures 00:00:50.585 -- 00:00:51.704 in these regions. 00:00:52.425 -- 00:00:56.105 These bottlenecks quickly translated into significant and sustained 00:00:56.105 -- 00:00:58.5...