Maritime Analytica

Maritime Analytica

Maritime News

🚨COSCO Just Ordered 87 Ships — What It Means for Global Shipping?

🔥$7 billion. 87 vessels. One signature in Shanghai.

Maritime Analytica's avatar
Maritime Analytica
Dec 17, 2025
∙ Paid

🎖️Join Us / ✨Media Kit / 📊2026 Outlook / 🎥YouTube / 🏛️About Us

🔥 Greetings, Maritime Mavericks!

Last week in Shanghai, something extraordinary happened.

No explosions.

No political speeches.

No global emergency alerts.

Yet one of the largest industrial decisions in modern shipping history was signed quietly behind closed doors.

COSCO ordered 87 brand-new ships. Total value: around $7 billion.

And this is not just about container ships.

The order includes:

→ Container vessels
→ Tankers
→ Bulk carriers
→ Multipurpose vessels

In one single framework agreement, COSCO touched nearly every core pillar of global shipping.

This is not normal ordering behavior. This is fleet reconstruction at national scale.

  • 📊 Where COSCO Stands Today — Why This Order Matters?

  • 🔁 The Silent Chain Reaction at the Top of the Industry!

  • ⚙️ The Hidden Engine Behind This Order: Green + Digital + Control!

  • 🌍 What This Means for the Global Orderbook?

  • ⚠️ Are We Headed for Another Capacity Cycle?

Ready to dive in?



🚨COSCO on 9M-2025: Strong Volumes, Weak Pricing!

🚨COSCO on 9M-2025: Strong Volumes, Weak Pricing!

Maritime Analytica
·
Nov 10
Read full story


📊 Where COSCO Stands Today — And Why This Order Matters?

Right now, COSCO is:

  • ✅ The world’s 4th largest container line

  • ✅ Operating a fleet of about 3.5 million TEU

  • ✅ Holding an orderbook of roughly 1.2 million TEU

Even before this new deal is counted in full detail, COSCO is already on track for a total container capacity near 4.7 million TEU once existing new buildings are delivered.

Even if there is still no public breakdown of how many of the 87 ships will be container vessels, or their size, one thing is clear:

💡COSCO instantly enters direct strategic collision with Maersk.


🔁 The Silent Chain Reaction at the Top of the Industry!

Let’s zoom out for a moment.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Maritime Analytica · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture