Transformation of the global shipping market in 2025: Political friction, regulation and shifting risks

Line chart showing world seaborne car trade and container trade from 2010 to 2027, including the COVID-19 dip and projected 2025 recovery.

This presentation outlines how the global shipping market is undergoing a major transformation driven by political friction, environmental regulation, geopolitical instability and uncertainty in newbuild pricing. Structural trade shifts, near-shoring and prolonged U.S.–China tensions are reshaping demand patterns and increasing rate volatility despite continued growth in global seaborne volumes. At the same time, tightening environmental rules and uncertainty over future […]

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