15 September 2026
Container shipping health check – more room to manage the next supply wave

Container shipping is entering autumn with more underlying support than many expected in the bear camp. How so? Global teu-mile demand has grown 6. 1% this year, ahead of roughly 5% vessel-supply growth, according to LinerLytica. CleanTech exports from China, containerised car shipments supported by car-carrier shortages, and US data-centre and AI-related construction demand have all added to cargo growth.
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