The slowdown in demand growth in the recent consolidation market shows that the consolidation market has not seen a significant recovery in expectations. At present, the extremely slow growth of container transportation demand, combined with the substantial increase in supply in the container shipping market, has caused the imbalance in the container shipping market to become more and more serious, which has caused an inevitable collapse in the shipping price.
Among the new ship orders signed this year, the number of container ships of 18,000 TEU and above reached 30, the number of container ships of 10,000-11,000 TEU reached 12, and the number of ships of 1400-4000 TEU was 13.
The apparent increase in the capacity of large container ships may lead to a problem: the transportation market will eventually have a capacity gap before large ships and small ships. The recent changes in the container shipping market have only had a positive impact, that is, after the global fleet has adapted to this change, there will be no more identical ship orders in the new shipbuilding market in the future.
Due to the large number of orders for similar types of ships in the new shipbuilding market, the supply of market capacity is very sufficient, while the market transportation demand is not good. However, the growth of new shipping capacity in the market in the future still has the possibility of delayed delivery by shipyards.