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Large container ship loaded with multicolored containers escorted by a tugboat at sea, illustrating global container shipping operations amid industry overcapacity and market pressure

Container shipping crisis: The reckoning arrives

Global container carriers face unprecedented profit collapse in Q3 2025, with earnings plummeting 55–89% despite record cargo volumes. The container shipping crisis reveals fundamental market dysfunction driven by overcapacity, tariff disruption, and structural demand weakness extending through 2026