We have revised our fleet growth forecast to 7.9% in 2023 and 7.8% in 2024. Year-to-date, the total TEU capacity of ships delivered from shipyards reached a record high. Shipowners have, however, continued to order new ships and the order book has remained only marginally smaller than the record 7... Please follow the link to continue reading.
We forecast that global container volumes will grow between 0% and 1% in 2023, and between 3% and 4% in both 2024 and 2025. Combined head-haul and regional trade volumes are expected to grow 0.5 percentage points faster than the total volumes in both 2023 and 2025 but in line with total volumes in ... Please follow the link to continue reading.
We have revised our assumption regarding when ships might return to normal Red Sea and Suez Canal routings. In our previous report, we assumed that reroutings will only impact the first half of 2024. Since there are no signs of a resolution, we now work with a scenario assuming that all of 2024 will... Please follow the link to continue reading.
So far this year, container volume growth has developed more favourably than we predicted in our last report and we have also upped our growth forecast for the full year. We now forecast that container volumes will grow 5.0-6.0% in 2024 and 3.0-4.0% in 2025. Head-haul and regional trades are expect... Please follow the link to continue reading.
In our base case scenario, we predict that global container volumes will grow by between 0.5% and 1.5% in 2023, and by between 5.5% and 6.5% in 2024. They will thus reach approximately 185 million TEU in 2024. Volumes in the first half of 2023 will show negative growth as head-haul and regional tr... Please follow the link to continue reading.
Head-haul and regional trade volumes fell 4.9% y/y during the first half of 2023, 8.0% in the first quarter and 2% in the second. We forecast volume growth of 6.1% y/y during the second half as we do not expect that the markets will see the same unseasonably strong decline as in 2022. Full year volu... Please follow the link to continue reading.
