全球集装箱航运入门-2026 展望释放现实检验信号-Container Shipping Global Primer_ 2026 Outlook Signals Reality Check

November 19, 2025 12:57 PM GMT Transport M Global Idea Container Shipping Global Primer: 2026 Outlook Signals Reality Check Our global coverage spans 7 container shipping equities, 6 of which we rate Underweight. Supply / demand remains challenged, and the 2026 outlook points to further deterioration even if the Suez Canal remains untraversable. Shippers will need to curtail capacity to slow the slide in freight rates. Key Takeaways Capacity adjustments a necessity: We update our global container S/D model, ...