2025 was a rush to beat tariffs and stockpile goods, creating a temporary boost; 2026 is the cooling-off period. Global container port throughput growth is set to drop from 5.5% to 1.8%, with world trade growth slowing from 4.1% to 2.6%. A flood of new ships — with orders equal to 26–28% of the current fleet, a decade high — plus geopolitical tensions and a slowing economy, means the shipping industry faces a tough year of supply outpacing demand.
Apr 8th,2026