Worldwide container handling capacity is forecast to experience its largest absolute annual increase since the global financial crisis, according to a report by UK consultant Drewry. The study projects a significant 4.8% or 64 million TEU increase in global container handling capacity for 2025. This surge is a direct result of investments triggered by the widespread port and terminal congestion that characterized the immediate post-pandemic period, prompting a wave of terminal upgrade and expansion projects.
The report also highlights key shifts in the industry’s landscape. PSA International has maintained its position as the world’s largest terminal operator. However, the terminal operating arms of several major cash-rich carriers, including MSC, CMA CGM, and Hapag-Lloyd, have significantly strengthened their market position. This is largely due to their aggressive mergers and acquisitions (M&A) strategies, which have become a primary method for gaining entry into established port markets.
Despite this expansion, the article also notes the broader maritime environment is facing challenges. The United Nations Conference on Trade and Development (UNCTAD) has warned that global shipping is entering a period of fragile growth due to geopolitical tensions and rising compliance costs. While box rates have declined since the Red Sea crisis began, the substantial increase in handling capacity reflects the industry’s response to past supply chain bottlenecks and its preparation for future trade growth.