Maersk just raised its 2026 guidance again.
Q2 EBIT nearly doubled to $1.6bn.
Demand is stronger.
Rates are higher.
But the fleet keeps growing.
So why does global shipping still feel tight?
Clerc’s latest comments reveal what is really changing.
Here are 🔟 must-knows from Maersk CEO on Q2 — and what comes next for global shipping.
1️⃣ “Today’s guidance upgrade is the result of a very very strong market demand.”
💡 Global container demand grew 3–4% YoY in Q2, led again by Far East exports.
2️⃣ “Congestion is appearing as a result in many many different ports.”
💡 Maersk’s container handling costs rose 11%, driven partly by congestion and higher storage costs.