Container shipping is adding ships fast.
The orderbook is close to 40% of the fleet.
So 2027 should look well supplied.
But the headline is misleading.
Some smaller fleets are ageing fast.
Their orderbooks are much thinner.
Carriers are already booking them years ahead.
At the same time, networks need more regional links.
The market may have too many ships overall — and still lack the right ones.
Here are 5️⃣ signals to watch: