Shipping and shipbuilding markets 2026: China’s dominance, carbon costs and newbuilding resilience

Bar chart showing new container ship orders by teu group in 2025, with strongest activity in feeder and medium-sized vessel segments

The 2026 outlook for shipbuilding markets shows resilient ordering, rising carbon costs and sharper geopolitical risk. China continues to dominate global yard capacity, while container demand stays strong, tanker and bulker activity normalises from 2024 highs, and owners face tighter regulatory and investment conditions. The latest view of shipbuilding markets points to a sector that remained surprisingly resilient through 2025, […]

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