A Red Sea Return Would Be A Game Changer For Container Shipping In 2026

2025-12-01 05:11:00 ET

By Rico Luman, Senior Sector Economist, Transport and Logistics

Why a Red Sea return will make waves

Container lines deciding to navigate back to the Red Sea is arguably the most important development to watch for in the global shipping market next year. And it’s not a matter of 'if', but 'when'. And should one big company decide it's worth the risk, others will surely follow. The Suez Canal has been a vital link for modern East–West trade for decades, handling over 15% of global goods trade and up to twice that share of global container traffic, particularly consumer goods....

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