Copenhagen - Sea-Intelligence conducted a deep dive into the future global supply/demand balance for the container shipping industry. Its comprehensive analysis, which accounts for multiple real-world operational factors, projects that the market is structurally heading towards cyclical overcapacity, which is set to peak in 2027, at a level last seen during the 2016 container shipping price wars.

To arrive at this projection, we started with a baseline of nominal vessel supply versus expected container demand growth and then systematically corrected the capacity data for four key factors: the long-term structural slowdown of . . .