• TPM24
  • March 3-6, 2024 | Long Beach Convention Center

Jan Tiedemann


Senior Analyst

Jan Tiedemann holds a master's degree in Economic Geography from the University of Hamburg. He also studied urban planning with a focus on infrastructure at the Technical University of Hamburg-Harburg (TUHH). He worked as a business consultant and analyst with multinational consultancy firms, the Senate of the City State of Hamburg, the Hamburg Chamber of Commerce and as a freelance consultant until joining BRS Group and Alphaliner in Paris, France, in 2007.

In 2014, Jan Tiedemann moved back to Germany to launch the joint BRS-Group / Alphlaliner office in Hamburg as Team Lead for an international group of analysts.

Since the 2021 merger of Alphaliner and AXSMarine, he moved on to become Vice President of Liner Strategy at AXSMarine, a multinational service and data provider for the maritime Industry. As such, he continues to develop AXSMarine’s suite of products and is primarily responsible for Alphaliner.com, the world’s leading provider of data and market intelligence for the liner shipping industry.

Sessions With Jan Tiedemann

Monday, 27 February

  • 03:00pm - 03:45pm (PST) / 27/feb/2023 11:00 pm - 27/feb/2023 11:45 pm

    The Ocean Capacity Outlook: Shedding Light on a Complex Picture

    The outlook for ocean container capacity has rarely been this complex. Beginning in 2020 carriers went on a furious ordering binge, driving the orderbook as a percentage of the existing fleet from 10 percent to 30 percent in two years’ time. The container shipping orderbook was just shy of 7 million TEU at the beginning of October; 2.6 million TEU of those new ships will be delivered in 2023 and 2.8 million TEU in 2024, according to S&P Global. At the same time, with volumes weakening and spot rates collapsing from their 2021 peak on the trans-Pacific and Asia-Europe, carriers likely will slow or cancel some orders. Drewry, for example, estimates the effective net increase in container shipping capacity in 2023 will be 11.3 percent, with demand growing at just 1.9 pecent. One capacity-absorbing measure that may help carriers manage excess supply is the International Maritime Organization’s 2023 environmental regulations that aim to reduce shipping’s carbon impact with penalties for less-efficient container ships. However, Jan Tiedemann, senior analyst at Alphaliner, said the actual impact of IMO 2023 was “still a mystery” and the industry was in a wait-and-see mode. This session will explore the outlook in depth.