Shipping market review: diverging trends across global shipping sectors
December 19, 2025
Recent market update shows demand up +7% YoY / +9% YTD but flattening into May, with Asia–North America −7% YoY, while the fleet grows +7% YoY and orderbooks sit at 30–40% of today’s capacity—pressuring rates as effective capacity is still capped by Suez diversions and congestion. Spot benchmarks have slid (SCFI −51% YoY), and carriers are in “wait-and-see” mode, though […]
