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Containers Ports and Logistics Top 100 Ports

Bearish vs benign scenarios for container shipping in 2026

  • Liner profits have been supported by externalities — Covid, then the Red Sea crisis — for five years. No such driver has emerged (yet) for 2026
  • In the bearish scenario, liners go for market share over capacity management, the Red Sea reopens, and US demand is hard-hit by tariff fallout
  • In the more benign scenario, liners conduct heavy scrapping, global trade reflows around US protectionism, and tariff fallout to US demand is not as severe

  • Analysis

After faring better than expected in 2025, container lines face a wide range of financial outcomes next year amid sweeping changes to the system of global trade

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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