Container shipping outlook for 2026: overcapacity, geopolitics and rates

Container shipping outlook: historical and projected new container vessel deliveries by type (2021–2029)

The container shipping outlook points to persistent overcapacity in 2026 as a large orderbook continues to enter the market. Geopolitical disruptions, including the Red Sea crisis, are reshaping routes, costs and schedule reliability. Weaker demand alongside rising operating costs is likely to pressure carrier profitability after the extraordinary 2021–2022 period. The container shipping outlook for 2026 is shaped by a […]

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