MSC is reportedly adding up to 20 more 20,000 TEU LNG dual-fuel ships at Hengli.
Before that reported deal, MSC’s orderbook at 144 ships and 2.4m TEU.
At the same time, TiL has agreed to invest $1.4bn for 49% of Adani Vizhinjam Port, subject to approvals.
Vizhinjam has 1.6m TEU capacity today and is planned to reach 5.7m TEU by December 2028.
Separately, this looks like a ship order and an India port deal.
Together, they ask a sharper question: can MSC build enough cargo density to make its future fleet pay?