• TPM25
  • March 2-5, 2025 | Long Beach Convention Center

Lars Jensen

Vespucci Maritime

CEO

Lars Jensen is CEO of Vespucci Maritime, and is an analyst and a well-known thought leader in the container shipping industry.

Lars has 23 years of experience from inside the container shipping industry.

Prior to being an independent consultant, Lars held various positions in Maersk including Director of Market Intelligence and Director of E-Commerce.

Lars is also partner in LinerGame which is a training tool for container shipping using container vessels made of Lego bricks to simulate market dynamics.

Sessions With Lars Jensen

Tuesday, 4 March

  • 08:45am - 09:30am (PST) / 04/mar/2025 04:45 pm - 04/mar/2025 05:30 pm

    How Gemini Is Shaking Up the Schedule Reliability Game

    When the Gemini Cooperation was announced in January 2024 — an alliance based on a shuttle and hub port network on several trade lanes and a promise of industry-leading schedule reliability — it signaled a sharp departure from the status quo. Where high and consistent schedule reliability for shippers was but a distant pre-COVID memory, Maersk and Hapag-Lloyd promised a return to a golden era of reliability — greater than 90% on-time arrival across their network versus the industry average that was running in the low-50% range as of late October, according to consulting firm Sea-Intelligence. In an industry long used to direct services, Gemini challenged conventional wisdom in asserting that a hub-and-spoke network could produce the reliability many shippers need and expect. It supports both the Maersk integrated strategy and Hapag-Lloyd’s goal to be the No. 1 carrier for quality. To deliver on this goal, a great deal hangs on the performance of the hub ports — the Port of Tanjung Pelepas terminal in Malaysia avoids congestion by limiting the amount of cargo allowed on its yard, a policy that staved off congestion in 2024 and during COVID. But can the model work across the network? What are the risks and how will they be addressed? In this session, we will put a series of questions to Hapag-Lloyd CEO Rolf Habben Jansen and APM Terminals' Lars Mikael Jensen, who oversees the hub ports within A.P. Moller-Maersk.

Wednesday, 5 March

  • 12:45pm - 02:00pm (PST) / 05/mar/2025 08:45 pm - 05/mar/2025 10:00 pm

    Lunch With Lars: The Final Word

    Perhaps no other global shipping analyst has as broad and progressive a lens as Lars Jensen. Since 2018, the former Maersk executive, shipping entrepreneur, author, and, most recently, Vespucci Maritime founder has closed out TPM with his short-, medium- and long-term vision of what is next for the global containerized shipping market, whether it be the next wave of technology, aggressive zero-emission shipping targets, or provider-shipper relationships. Returning again this year to his closing TPM slot, Lars will offer his perspective of what the latest cycle of disruption means for the future of container shipping.