Phil Hennessy and Emily Stausbøll take a close look at the latest developments affecting global shipping routes and what they could mean for carriers planning for 2026.

With new signals emerging around route stability, they explore how carriers and insurers evaluate operational confidence and what a large-scale return to shorter transit paths could mean for vessel scheduling and port flow.

They break down how a sudden shift in routing could create short-term congestion, how service patterns may need to adjust, and why carriers are cautious about making major changes without long-term clarity.

They also examine the financial backdrop, including recent carrier results, ongoing overcapacity, and the growing pressure created by weaker backhaul rates and widening trade imbalances.

Whether you are watching tender season unfold, tracking schedule-reliability strategies, or evaluating cost pressures for the year ahead, this episode offers a clear view of the factors shaping the container market right now.

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