Container shipping faces another big fleet wave.
New ships are arriving.
And shorter Suez routes could free more capacity.
But carriers are not equally prepared.
Some own most of their ships.
Others rent them for years.
And one planned takeover could change the picture.
That matters if freight rates fall.
So which carrier has the least room to adjust?
Here are 5️⃣ signals behind it:
1️⃣ Two Supply Pressures Are Building
Currently ~15m TEU on order.
That is almost 44% of the existing fleet.