Maersk has downgraded its global container market forecast for 2025, now projecting growth between -1% and +4%, citing heightened geopolitical tensions, recession risks in the U.S., and trade policy uncertainty. The company expects some short-term demand in Q2 as shippers frontload goods during a temporary tariff pause, but warns of possible contraction later in the year. Chinese export volumes have dropped sharply—by up to 50% in bookings—prompting concerns over further blank sailings and declining spot rates. Meanwhile, ports like Los Angeles anticipate a 35% year-over-year business drop, reflecting broader instability in global trade flows.
