Shares in groups like Maersk and other carriers are thriving on hopes that cheap Chinese exports to the rest of the world would offset tariffs and slow US trade. That may explain why they are ordering record numbers of ships. But protectionism and weak growth can spoil the party.

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German container shipping major Hapag-Lloyd will release its first-half 2025 earnings results on August 14.

Danish shipping group Maersk said on August 7 it expected global container volumes to increase by 2% to 4% in 2025, compared with a range of down 1% to up 4% estimated in May.

Maersk also said it expected underlying EBITDA this year of between $8 billion and $9.5 billion, compared with its previous guidance of between $6 billion and $9 billion.
Source: Reuters