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🎧 Maritime Analytica Audio: Discussion in 4 Minutes
🔥 Greetings, Maritime Mavericks!
The global orderbook has reached a record 10.5 million TEU — equal to 34% of the active fleet.
Carriers are ordering more ships than ever, but not to grow.
They are renewing, re-fueling, and repositioning their fleets for the next decade of global trade.
🇨🇭 MSC’s Mega Orders Break New Records!
🇫🇷 CMA CGM — Building in India for the First Time!
🇹🇼 Evergreen — Replacing, Not Expanding!
🇩🇰 Maersk — Dual-Fuel Diversification!
🇰🇷 HMM — Korea’s Confidence at Home!
⚓ What It Really Means for Global Shipping?
Let’s dive in…
🇨🇭 MSC — Mega Orders Break New Records!
US$17 billion committed to 20 ultra-large container vessels (ULCVs)
5-year, 120-ship renewal program launched to modernize feeder fleet by 2029
74 ULCVs currently on order, with 100+ dual fuel newbuilds expected by 2027
46 secondhand vessels bought in 2025 worth around $86 million
💡 MSC continues its aggressive expansion — combining mega newbuilds with mid-age acquisitions to strengthen control across all vessel segments.
