Between 8–14 February 2026, the global shipping industry showcased a stark dichotomy: a record-breaking surge in newbuild orders, primarily in tankers, confronted the grim reality of looming overcapacity and falling freight rates
For those in global shipping, the greatest threat is not deglobalisation, but demography. China’s demographic decline is already reshaping demand, commodity consumption, and the very structure of global supply chains in profound ways
Between 25–31 January 2026, global shipping trends revealed an industry under pressure, as freight rates softened, carrier earnings deteriorated, fleet expansion accelerated, and geopolitical uncertainty reshaped routing, risk pricing, and strategic decision-making across liner markets
The global shipping industry, from December 14–20, 2025, saw container rates spike as geopolitical temperatures rose. Maersk cautiously re-entered the Red Sea, while Ukraine’s drone campaign expanded into the Mediterranean Sea
This week’s global shipping landscape, spanning November 30 to December 6, 2025, presented a familiar cocktail of geopolitical risk and aggressive market consolidation, demanding cool heads and deep pockets from industry leaders who understand the true cost of doing business
From October 26 to November 1, 2025, the global shipping market mixed drama and déjà vu—container rates jumped, tariffs paused, and Greek owners proved once again who’s really captaining the show
Global shipping rates crashed to 20-month lows between August 30 and September 5, while POSCO eyes $5 billion HMM acquisition and Trump threatens tariffs over IMO emissions deal
South Korea’s ambitious $150 billion shipbuilding agreement with Washington promises to revive America’s dormant naval industry, yet experts warn it may amount to little more than a geopolitical gesture—unlikely to overcome China’s entrenched dominance or America’s deep-rooted industrial decline
Dry, tanker and gas newbuilding orders have slowed to a crawl in 2025, as sky-high costs, regulatory haze, and disappointing freight returns fuel restraint. Containers, however, continue to dance against gravity
Global newbuilding orders have collapsed, yet Greek shipowners are bucking the trend—placing over $2.2 billion in fresh contracts, as the industry grapples with trade wars, fuel dilemmas, and regulatory fog