Containers
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CMA CGM’s surprise retreat doesn’t alter momentum toward Red Sea reopening
CMA CGM’s surprise pullback from the Red Sea has raised eyebrows, yet carriers continue to probe the trade corridor with growing confidence as stabilising security points toward a slow but unmistakable reopening
Ocean Alliance sticks to Cape routeing with contingencies for Suez rotations
IQAX chief: eBL the infrastructure for programmable trade finance, not the endgame
MSC fuels hot secondhand boxship market as vessel values hold firm
Washington’s Greenland gambit casts shadow over transatlantic trade prospects
Containers: Liner industry enters a new era of turbulence
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
IQAX chief: eBL the infrastructure for programmable trade finance, not the endgame
IQAX is betting that interoperability and carrier-driven scale will turn eBL from a digitised document into the trigger for programmable trade finance and new payment rails
CMA CGM’s surprise retreat doesn’t alter momentum toward Red Sea reopening
CMA CGM’s surprise pullback from the Red Sea has raised eyebrows, yet carriers continue to probe the trade corridor with growing confidence as stabilising security points toward a slow but unmistakable reopening
Washington’s Greenland gambit casts shadow over transatlantic trade prospects
Geopolitical risk will exacerbate an already weakened transatlantic container market, as a spiralling US-Europe tariff confrontation over Greenland threatens to eclipse the long‑running pressures of overcapacity, falling rates and chronic port congestion
The Week in Charts: Red Sea traffic struggling to gain traction | Pressure builds in Europe to tackle stateless shadow tankers | China ramps up imports of US soyabeans
Lloyd’s List’s weekly showing of the data and figures behind our news, analysis and markets coverage
What to look out for in containers in 2026
The container market is delicately poised, with plenty of tonnage set to hit the water and one big question dominating the sector...
The week in newbuildings: Cosco, PIL and EPS lead $4.9bn ordering spree
Containership orders remain strong with Cosco confirming six 3,000 teu vessels, while Pacific International Lines signed letters of intent for eight neo-panamax boxships
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Latest From Ports and Logistics
Bauxite demand drives capesize optimism
Capesize rates have rebounded in recent days from the usual January lows, but there are reasons to be optimistic even beyond 2026
IQAX chief: eBL the infrastructure for programmable trade finance, not the endgame
IQAX is betting that interoperability and carrier-driven scale will turn eBL from a digitised document into the trigger for programmable trade finance and new payment rails
Fraudulent flag shadow fleet operations now dominate Malaysia’s coast
Malaysia’s status as the shadow fleet’s key STS transfers hub remains undimmed despite previous government pledges to crack down on operations and the signing of a US trade agreement tied to sanctions enforcement
More from Containers
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Latest From Containers
Uncertainty over who constitutes ‘carrier’ under US import/export rules, Gard warns
Potential for costly disputes, world’s largest marine insurer advises
Greece and Russia lead shipping’s Red Sea return, but others are now following
Greek and Chinese companies continue to accelerate their return to Red Sea transits, but some of the recent growth has also been driven by ships affiliated with countries that would have previously been considered high risk
All-in vessel insurance costs unchanged after flat 2025
But owner outlays still run to hundreds of thousands of dollars per ship
Ocean Alliance sticks to Cape routeing with contingencies for Suez rotations
New routes align with alliance member CMA CGM’s decision to pull back from the Red Sea
Danaos further diversifies fleet with foray into LNG shipping
A move by Danaos into LNG shipping will add more long-term charter cover, complementing the company’s containership leasing backlog
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