Shanghai’s strong TEU growth in 2025 highlights how container networks continue to rely on a small number of critical hub ports. Heading into 2026, reassessing port dependence and alternative routings is becoming just as important as diversifying manufacturing.

Linerlytica reports 5.08m TEU of new container ship orders in 2025, surpassing previous peaks. BIMCO warns the orderbook now equals 33% of the existing fleet, while others argue the wave reflects investment in adaptability as trade routes and regulations grow more complex.

UNCTAD’s latest update points to 7% global trade growth in 2025, led by East Asia and strong South–South trade. With services rising and manufacturing still driving momentum, the outlook for 2026 is steady demand — but tighter margins as costs and debt pressures build.