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Explore The 2027 Container Forecast: 2-5% Demand Growth, 9% More Ships with 638 views, 2 likes, and 0 comments. Experience the impact of this video content that has captured audience attention.

Freight Buyers’ Club host Mike King asks Jimmy Suroto of Nava Analytics & Research, formerly of PSA, where container demand is heading for the rest of 2026 and into 2027, and what happens when a wave of new ships arrives. On the transpacific, Jimmy says his predictive model shows Far East to North America volumes fell below trend in early 2025 because of the tariffs, then moved back to his prediction line by the end of the year and tracked it into July 2026. In his view, despite all the talk of front-loading and AI-driven demand, most of this year’s growth has simply been the trade returning to its pre-tariff baseline, and he forecasts around 5% growth for 2026. Asia-Europe looks very different, and he argues it is on a new, higher growth path as Asian exporters who could no longer sell profitably to the US found new markets in Europe, Latin America and Africa. Looking ahead, Jimmy estimates the Gulf hostilities could affect up to 6 million TEU a year in 2027, and his preliminary forecast for 2027 is 2% to 5% growth, with the low end if the conflict continues. Set that against BIMCO’s projection of 9% container fleet growth next year, and with research from Linerlytica and Sea-Intelligence suggesting this year’s weather-driven congestion should not repeat, plus ships returning to Suez, Jimmy believes the extra capacity will start to bite. This clip is from our container shipping special with Jimmy Suroto, Nick Bailey of The Signal House and John McCown of The McCown Report. Watch the full episode here: https://youtu.be/IDHiypnUDLA Produced with the support of Dimerco Express Group (https://dimerco.com/), your trading partner connecting Asia with the US and beyond. #ContainerShipping #Overcapacity #ContainerForecast #Transpacific #AsiaEurope #OceanFreight #FreightBuyersClub

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