A.P. Moller-Maersk A/S, a leading global shipping company and bellwether for world trade, has raised its full-year 2025 financial outlook following stronger-than-expected second-quarter results. The company highlighted resilient demand for ocean container freight outside North America, driven primarily by robust Chinese export growth, which continues to outpace China's GDP expansion. Maersk's CEO noted that container demand growth and global GDP have decoupled, with China taking significant global market share and underpinning container demand despite ongoing trade tensions and tariffs imposed by the United States. The global container market is expected to expand between 2% and 4% this year. Although Maersk cautioned that demand may ease in the second half of 2025, the company reported rising freight spot rates, which increased by 37% over 13 weeks during the second quarter. The CEO also mentioned that if container demand maintains its current growth rate for the next two to three years, shipping capacity could become constrained. Despite a volatile environment, Maersk expects no long-term losses in the shipping sector and sees the rest of the world compensating for weakness in the U.S. market.
Shorting Maersk stock during a global trade war may seem like a sure bet. But the investors who’ve loaded up on the trade since April have so far only been handed big losses https://t.co/IBAHA0A8JG
Record Short Against Maersk Backfires in Trade-War Defying Rally Shorting the stock of the world’s largest listed shipping company during a global trade war may seem like a sure bet. But the investors who’ve loaded up on the trade since April have so far only been handed big https://t.co/rDZTy719XM
🇨🇳 The Shanghai Containerized Freight Index of Europe Service (basic ports) dropped by 2.7 % w/w to 2,235.48. $SCFIS #Shipping #China #Shanghai https://t.co/fWArXJmmBf