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China shipbuilding exposure in maritime exports to the U.S. by country

China shipbuilding dominance creates new risks for global maritime trade

China shipbuilding has become a defining feature of global maritime trade, with Chinese-built vessels now deeply embedded across international shipping networks and supply chains. The report examines how China’s rapid expansion in commercial shipbuilding has transformed global shipping over the past three decades, with more than half of newly built merchant vessels now originating from Chinese shipyards. It also assesses […]

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Shipping decarbonization chart showing alternative-fuel-capable vessels by fuel type in 2025

Shipping decarbonization requires a realistic roadmap

Shipping decarbonization is becoming a system-wide transformation in which fuel availability, infrastructure, investment and commercial realities may ultimately prove more decisive than regulation itself. The study argues that decarbonizing shipping extends far beyond adopting alternative fuels or complying with environmental regulation. Instead, it requires coordinated progress across fuel production, port infrastructure, shipbuilding capacity, financing, digital technologies and commercial incentives. The […]

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Satellite view of maritime chokepoints and shipping traffic through the Strait of Hormuz

Maritime chokepoints face growing disruption risks from geopolitical conflict

Maritime chokepoints are becoming increasingly vulnerable to geopolitical conflict, with growing risks to global shipping, energy trade and supply chain resilience as attacks on critical waterways become more frequent and sophisticated. The report examines how recent conflicts have exposed the fragility of the world’s most important maritime chokepoints, including the Black Sea, Red Sea, Strait of Hormuz, Strait of Malacca, […]

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Shipping decarbonization chart showing EU freight transport activity by maritime segment to 2050

EU ETS maritime rules strengthen the path to shipping decarbonization

The combination of carbon pricing and fuel standards is expected to accelerate shipping decarbonization more effectively than either policy on its own, reinforcing both energy efficiency improvements and the transition to low-carbon marine fuels. The study assesses how the extension of the EU Emissions Trading System (EU ETS 1) to maritime transport interacts with the FuelEU Maritime Regulation over the […]

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