Capacity and its deployment dominate the outlook for shippers this year as they digest the impact of tariffs, the potential rebound in Red Sea traffic and the introduction of the new alliance
Capacity and its deployment dominate the outlook for shippers this year as they digest the impact of tariffs, the potential rebound in Red Sea traffic and the introduction of the new alliance Gemini, according to global consulting firm AlixPartners’ 2025 Container Shipping Outlook Report, “Navigating the Crosscurrents.”
The tailwinds from the Suez Canal diversions, industrial action at ports, and a U.S. soft landing reversed early expectations in 2024 and resulted in container shippers enjoying one of their best years on record. The disruptions continue this year with the potential impact of U.S. and retaliatory tariffs combining with a wave of new capacity and efforts to remake global shipping networks.
The timing of a return to normalized Red Sea routings might govern the immediate future of rates. Buoyed by last year’s profits, carriers are likely to wait and see whether Middle East ceasefires last, with an industry consensus that most of the diversions around the Cape of Good Hope won’t be unwound in the first half of 2025.
According to the report, returning to normal routes will release capacity in addition to the flotilla of newbuild ships that promise to upset the supply-demand balance in shipping. A vast
Content Original Link:
" target="_blank">
