BIMCO：2025全球集装箱航运市场概况与展望报告：苏伊士运河航线回归深刻影响市场前景（12月版）（英文版）（11页）.pdf

1、 Container Shipping Market Overview and Outlook Return to Suez Canal routings looms large over market outlook December 2025 Container Shipping Market Overview&Outlook Return to Suez Canal routings looms large over market outlook Supply/demandDemandSupplyContainer Return to Suez Canal routings looms

2、large over market outlookIn 2026,we expect a balance between supply and demand growth.Supply is forecast to grow 3.0%and we expect demand growth of 2.5-3.5%.Supply growth is estimated to marginally outpace demand growth in 2027.Supply growth is forecast at 3.5%while we expect demand to grow 2.5-3.5%

3、.We expect that the supply/demand balance in 2027 will be marginally weaker than in 2025 but that it will remain near the 2025 level n 2026.A return to normal Suez Canal routings could lower ship demand by 10%.If sailing speeds do not fall as forecast,supply could grow 1.2%per annum faster.The Inter

4、national Monetary Fund estimates that the global economy will grow 3.1%in 2026 and 3.2%in 2027.Growth has proven more resilient to the effects of US tariff increases than previously thought.Broadly speaking,conditions for the global manufacturing sector have improved as the global manufacturing PMI

5、has remained above 50 during the last four months.Retail sales volumes in US,EU and China have grown less than 2%YoY during the last three months,weaker than YTD to growth.US consumer confidence is near record lows due to the affordability crisis.The likelihood of a return to normal Suez Canal routi

6、ngs in the not-too-distant future has increased.In January,CMA CGMs MEX service will return to the Suez Canal in one direction while the INDAMEX service will use the Suez in both directions.Fleet capacity is expected to exceed 36m TEU by the end of 2027.Capacity in the smallest size segments while c