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Containership orders hit record high despite looming overcapacity fears

  • Containership orderbook surpasses 40% of current fleet, with all top four builders now Chinese shipyards
  • Strong charter markets draw international buyers back to newbuilding market amid tight tonnage availability through 2027
  • Analyst flags overcapacity concerns as newbuild deliveries set to quadruple historical norms in 2027-28

Boxship orders surge past 40% of the global fleet, fuelled by Chinese yards and mega deals, but a potential supply glut threatens to upend the market

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