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Dominant topics include IMO 2027 vessel emission regulations, EU ETS extension to shipping, Red Sea security situation, Panama Canal low-water issues, container rate volatility on Asia-Europe lanes, and the growth of digital sea freight platforms.
Container rates react strongly to capacity supply, demand from China, and geopolitical events. Key indices include the Shanghai Containerized Freight Index (SCFI), the Drewry World Container Index (WCI), and the Baltic Dry Index (BDI).
Main risks are Cape of Good Hope re-routings due to the Red Sea situation, Panama Canal low-water, port strikes in North America and Europe, and cyberattacks on carriers and port IT systems.