Global Container Fleet Nears Full Capacity Amidst Geopolitical Strains

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  • As of late June 2025, only 65 container vessels, representing 0.5% of the global fleet, were commercially idle.
  • The majority of idle vessels were smaller units: 45% under 1,000 TEU and 37% between 1,001–3,000 TEU.
  • Shipyards reported an increase in vessels awaiting repairs, with 161 ships totaling over 755,000 TEU in drydock by late June.

The global container fleet is operating at near-maximum capacity, with only 0.5% of vessels idle as of June 2025. This marks a slight increase from earlier in the year but still indicates strong demand and limited spare capacity. Notably, no vessels over 18,000 TEU were idle, and only eight ships in the 5,000–18,000 TEU range were out of service for commercial reasons, reads an Alphaliner release.

Surge in U.S. Imports Influences Fleet Activity

The frontloading of U.S. imports, driven by anticipation of potential tariff changes, has contributed to the high utilization of the container fleet. Importers are accelerating shipments to preempt any adverse trade policy shifts, further tightening vessel availability. This surge in demand is expected to keep the fleet operating at full capacity in the coming weeks.

Shipyard Capacity Strained

Shipyards are under increased pressure due to the high demand for vessel maintenance and repairs. By late June, 161 vessels, totaling over 755,000 TEU, were in drydock, up from earlier figures in mid-June. This rise in maintenance activity highlights the challenges faced by the industry in balancing operational demands with necessary upkeep.

Outlook

The container shipping industry continues to operate at near-maximum capacity, with minimal idle fleet and growing maintenance activities. While demand remains strong, the strain on vessel availability and shipyard capacity may present challenges in the near term. Industry stakeholders will need to manage these pressures carefully to maintain efficient operations and meet global shipping demands.

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Source: Alphaliner