Global container shipping continued to outperform expectations in November, with surging Asian exports and broad based regional demand putting the industry on course for around 5% growth in 2025 despite weakness on North American trades and lingering geopolitical uncertainty

The Red Sea’s reopening will trigger more than a routing reset. It will expose a structural mismatch in the container fleet with too many large ships and too few small ones, prompting a period that will be defined by uneven capacity and widening regional disparities

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