šØ10 Must Know from Maersk CEO Vincent Clerc on Global Shipping!
Shippingās next cycle will be shaped by capacity disciplineānot demand.
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š„Greetings Maritime Mavericks,
For six years, container shipping operated under extraordinary conditions driven by the pandemic and Red Sea disruptions.
Pandemic shocks and the Red Sea disruption kept rates high and capacity tight.
Now, that protection is fading. Rates are falling, capacity is rising, and the industry must stand on its own fundamentals again.
Maersk enters this moment with USD 54bn revenue, a global integrated network, and a strategy built for resilienceānot luck.
What Maersk CEO Vincent Clerc said next reveals exactly how the next shipping cycle will unfold.
Ready? Letās dive inā¦
1ļøā£ āWe expect demand to stay quite stable in the US, and to continue to grow elsewhere.ā
š”Maersk expects global container volume growth of 2ā4%, confirming continued structural trade expansion despite falling freight rates.
2ļøā£ āThe sentiment of the customers Iāve talked to is that the US is going to be strong. The American consumer keeps on doing what it does best, which is consuming.ā
š”Maersk Ocean volumes increased +8.0% YoY in Q4 2025, showing cargo demand remained resilient even as freight rates declined.
3ļøā£ āIf we return fast and full to the Suez, we will see more pressure on freight rates. If we have an orderly, slow, gradual return, we might be able to manage it better.ā
š”A full Suez reopening would immediately increase effective capacity, accelerating freight rate pressure across global trades.