NYK Research G warns of fleet growth in 2027 and rising supply pressure　日本郵船調査G 27年に船腹増加、供給圧力を警戒

Annual Report: “Global Container Transport and Fleet Deployment 2025 Edition”

年報「世界のコンテナ輸送と就航状況 2025年版」

NYK on the 16th held an online briefing on its annual report, “Global Container Transport and Fleet Deployment 2025 Edition.”

Key points of this article

→ Koichiro Hayashi, Head of the Research Group, and Gentaro Hara, Deputy Head, took the stage to explain the current conditions of the global container shipping market and its medium-term outlook. While geopolitical risks and port congestion are currently tightening supply and demand, they presented the view that, toward 2027, the pace of newbuilding deliveries will again gather momentum, marking a phase in which supply pressure becomes more pronounced.

→ The latest survey results indicate that Ocean Network Express (ONE) and the three major Japanese shipping companies are entering a phase in which the difficulty of fleet deployment and investment decision-making is rising further. As newbuilding deliveries re-accelerate toward 2027, and if the Suez Canal returns to normal operations, there are concerns that supply and demand could loosen.

“You can read the rest of the article in both English and Japanese.” (Please read the full article, written in English and Japanese.)

NYK調査G「27年に船腹増加、供給圧力を警戒」

年報「世界のコンテナ輸送と就航状況 2025年版」

　日本郵船は16日、年報「世界のコンテナ輸送と就航状況 2025年版」に関するオンライン説明会を開いた。

この記事のポイント

→林康一郎（Koichiro Hayashi）・調査グループ長と原源太郎（Gentaro Hara）・同代理が登壇し、世界のコンテナ船市場の現状と中期見通しを説明した。足元では地政学リスクや港湾混雑が需給を引き締めているものの、2027年にかけては新造船の竣工が再び増勢を強め、供給圧力が顕在化する局面に入るとの見方を示した。

→今回の調査結果は、ONE（Ocean Network Express）や海運大手3社にとって、配船と投資判断の難易度が一段と高まる局面に入ったことを示している。27年にかけて新造船竣工が再加速し、スエズ運河が正常化すれば、需給が緩む懸念もある。

“You can read the rest of the article in both English and Japanese.”（続きは英語と日本語で書かれた本文でお読みください）