Short-term disruption will continue to shape the market through 2026, but the industry is moving steadily towards a structural downturn. A surge of new vessels from 2027 will outpace demand, despite rising demolition. Analysts expect this to trigger a new phase of carrier repositioning and alliance realignment

Shipping’s influencers still matter, but their sway is narrowing. Big bets on future fuels and efficiency collide with a global supply chain that is less efficient than a decade ago. Meanwhile, trade is fracturing along geopolitical lines, forcing shipowners to confront not only how they operate, but on which side of the divide they stand

Following MSC and Cosco’s recent stakes in Hamburg’s container terminals, CMA CGM has signed a term sheet to acquire 20% of Eurogate’s Container Terminal Hamburg

Global container volumes reached record highs in Q325, despite geopolitical disruption and uneven regional demand. While North American imports continue to falter, robust growth across Europe, the Indian subcontinent, and South America buoyed overall performance. Chinese exports to emerging markets surged, helping offset transpacific declines as the ongoing trade war pegged back US trade

Global ports are bracing for a wave of ultra-large containerships that have the potential to overwhelm infrastructure and cripple supply chains. With ports under increasing strain at the hands of these industry behemoths and supply chains still fragile, the industry faces a race against time to adapt. Another black swan event could turn today’s congestion into tomorrow’s crisis

Russia’s container trade has mostly realigned toward non-Western partners and direct, rather than feeder, services