
We simplify global shipping and trade through clear insights and data-driven stories.
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Hormuz has tightened bunker supply. Red Sea risk could weaken the fallback.
Hormuz disruption is already raising fuel costs far beyond the Gulf.
The global containership fleet has reached almost 34m TEU, up 5.4% in a year.
Normally, more ships should mean more space and lower freight rates.
Yet carriers withdrew 10–15% of scheduled capacity on major east–west trades in H1/2026.
I...
More trade is using the route. Panama wants to earn from the cargo, not only the passage.
Hormuz disruption pushed more US energy cargoes toward Panama.
Orders are still strong. Fuel flexibility is falling.
More than 230 containerships were ordered in the first half of 2026.
A huge supply wave is coming. The right ship is still scarce today.
More than 1,100 containerships, totalling nearly 9m TEU, are due in 2027 and 2028.
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