– Ahead of the Journal of Commerce’s TPM26 conference from March 2 we address a range of upcoming issues for the container shipping sector. Global container freight rates are expected to decline further in 2026 with capacity growth of 4.7% outstripping demand growth of 1.7% with two scenarios outlined – though with a long list of volatility drivers to consider it would be a mistake to just plan against a single freight forecast.
– One response to lower rates is cost cutting, a major driver of the proposed Hapag Lloyd – ZIM deal, where we find room for consolidation o...