Chloe Foo's questions to ZIM Integrated Shipping Services Ltd (ZIM) leadership • Q2 2025
Question
Chloe Foo from Citi inquired about the specifics of ZIM's cost structure improvements in Q2 and future plans for cost reduction. She also asked for the company's outlook on freight rates for the remainder of the year and whether the typical seasonal decline post-peak season is expected to occur.
Answer
CFO Xavier Deslio addressed freight rates by stating that with a weaker peak season anticipated, there is a risk of downward pressure on rates, particularly in Q4. On cost improvements, he highlighted several key initiatives: increasing the average vessel size, transitioning to more cost-effective LNG fuel, leveraging the MSC partnership, optimizing container repositioning to reduce imbalance costs, and deploying digital tools for better pricing and customer engagement.