❄️ Shipping Winter Is Coming — Are You Ready?
⁉️15 Tough Questions for Container Shipping’s Next 5 Years!
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🔥Greetings, Maritime Mavericks!
The boom is over.
The container shipping industry—after record profits—is sailing into a storm.
Too many ships, not enough cargo, and unpredictable geopolitics are reshaping global trade.
The data is clear: Too much capacity will be a problem until 2029.
Here are 15 questions every shipping professional must ask today.
Why are ships still being ordered in bulk?
Is there room for all these vessels?
Are freight rates responding to demand?
Will Red Sea diversions solve the oversupply?
How much excess is too much?
Can fleet growth justify the optimism?
What if demand collapses in 2026?
Are shippers rushing or retreating?
Is peak season dead?
Are transpacific rate hikes working?
Is the U.S.–EU deal hurting too?
What role do tariffs really play?
Are these ships even being used?
Is the Golden Week surge a false signal?
Are carriers adjusting fast enough?
Plus
📈What You Should Do (Now & Next)
🔮 Maritime Analytica Insight – Big Picture
Are you ready?
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🔥Q2 Surprise: Is Maersk Quietly Winning the Logistics War?
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1️⃣ Why are ships still being ordered in bulk?
Since 2021, 15.65M TEU ordered — 3x the previous 5 years combined.
2️⃣ Is there room for all these vessels?
No. Yard slots are full till 2028. Scrapping won’t balance the scale.
3️⃣ Are freight rates responding to demand?
Not at all. SCFI has fallen 8 straight weeks. Asia–Europe rates down 19% in 4 weeks.
4️⃣ Will Red Sea diversions solve the oversupply?
No. If routes normalize, 7% more capacity floods back in.
5️⃣ How much excess is too much?
Oversupply will persist until at least 2029.
6️⃣ Can fleet growth justify the optimism?