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GLOBAL TRADE

Charting the Year Ahead

GeoTrends welcomes 2026 with clear horizons informed decisions and safe passages offering trusted geopolitical maritime energy and economic insights for readers worldwide across global waters

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