Highlights

• The container shipping sector demonstrates resilience, with container volumes up 6% year-on-year, driven by external disruptions like the Suez Canal closure.
• Economic recovery and shifts in trade policies, such as tariffs, impact container demand, particularly benefiting midsize and smaller ships.
• Deglobalization trends may suppress trade growth, but inefficiencies caused by tariffs and route shifts boost demand for shipping capacity.
• Aging fleets and extensive retrofitting of older ships tighten active capacity, especially for smaller vessels.
• Uncertainty around green fuel adoption persists, but aging fleets drive bets on LNG-ready ships, biofuels and strategic partnerships.

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