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🚨10 Container Shipping Truths Shaping 2026

🔥The next freight shock is not a surprise anymore.

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Maritime Analytica
Dec 12, 2025
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🔥 Greetings, Maritime Mavericks!

The market feels quiet on the surface.

Rates are not exploding. Ships are still sailing. Cargo is still moving.

But under the waterline, pressure is silently building.

Demand is growing again. Capacity is constrained in disguise.

Suez is still broken. Europe is clogging.

And 2026 is already shaping today’s strategies.

Here is the global container shipping reality

  • 🔟 Container Shipping Truths Shaping 2026

  • 🚀 What Smart Executives Must Do Now?

  • 🧭 The Strategic Truth Behind All This

Ready? Let’s dive in…


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🔟 Container Shipping Truths Shaping 2026

1️⃣ Global Container demand is up +5% YTD and YoY.

💡This is not post-crisis rebound anymore. This is structural trade resilience. Even tariffs cannot kill global consumption — they only redirect it.


2️⃣ Fleet capacity also grew +7% YoY — but it’s misleading

💡On paper, there is surplus. In reality, Suez detours and congestion quietly remove ~15% of real capacity. The market feels tight because it is tight.


3️⃣ Orderbooks are dangerously full. Top carriers hold 35–45% of current fleets on order.

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