Container shipping industry is facing the tide of capacity growth
Container shipping industry is facing a new wave of capacity growth. Relevant data show that the capacity of the global container fleet will exceed 30 million TEU in 2025 at the earliest.
According to Clarksons' data, 2 million new TEU capacity will be put into operation in 2023, 2.5 million new TEU capacity will be put into operation in 2024, and it is preliminarily estimated that another 1.9 million TEU will be added in 2025. Clarksons said that by the end of 2025, the fleet is expected to reach 30 million TEU, an increase of more than 30% over the beginning of 2020 and an increase of 15% over the current level.
The surge in capacity is mainly due to the delivery of a large number of large ships. Clarksons predicts that ships with 17000TEU and above will increase by 80% compared with the beginning of 2020 and will increase by 16% this year alone. At the same time, however, with the scrapping of small and old ships, the capacity of some ship types may shrink.
集装箱航运业面临运力增长浪潮
集装箱航运业正在面临着新一波的运力增长浪潮。相关数据显示，最快在2025年，全球集装箱船队的运力将突破3000万TEU大关。
据Clarksons的数据显示，2023年将会有200万TEU的新增运力投入运营, 2024年将新投入250万TEU运力，初步估计2025年将再增加190万TEU。Clarksons表示，到2025年底，预计船队将达到3000万TEU，比2020年初增加30%以上，较当前水平增加15%。
运力的激增主要来源于大量大型船舶的交付。据Clarksons预计，17000TEU及以上的船舶将比2020年初增加80%，仅今年就将增长16%。但与此同时，随着小型老旧船舶的报废，部分船型运力可能会出现收缩。
