🔥Fitch Warns: Global Shipping Faces a Perfect Storm!

Jun 17, 2025

∙ Paid

🔥Greetings, Maritime Mavericks!

The global shipping industry may be heading into stormy waters.

Fitch Ratings just downgraded the 2025 outlook from neutral to deteriorating.

Why? Because the winds of demand are dying, while fleets keep growing.,

Even the once-booming container segment is now facing a cold economic current.

So, the real question is:

Are we witnessing a short-term correction — or the start of a global freight reset?

1️⃣ Container profits set to plunge
➡️Last year’s Red Sea rate spike won’t repeat — earnings will fall sharply in 2025.

2️⃣ Volumes stagnate, capacity explodes
➡️Container volumes might decline — but global capacity is still growing +6%.

3️⃣Freight rates in decline mode
➡️Rates will likely keep falling as supply continues to outpace demand.

4️⃣US tariffs reshuffle the deck
➡️New port fees could cost non-chinese carriers $120–$250 per container by 2028.

5️⃣ Shippers expected to reroute networks
➡️Carriers will shift their fleets to dodge fees and minimize exposure to Chinese-built ships.

Maritime Analytica