‘Severe supply imbalance’ threat as record box ship deliveries loom

The global containership fleet is set to expand by almost 50% by 2030, with even record levels of vessel scrapping unlikely to prevent a severe supply imbalance.

In its latest report, Sea-Intelligence forecast the fleet will grow from almost 34m teu today to 40m teu by Q2 28, and 50m teu by the Q3 30.

The analyst expects average annual fleet growth of 10% between 2027 and 2030, based on existing orders, with further newbuilding contracts potentially increasing that figure.

Quarterly deliveries are forecast to average 1m teu over the period, peaking at 1.8m teu in the third quarter of 2028.

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