‎Maersk CEO sees Red Sea disruptions through 2025

‎Maersk CEO sees Red Sea disruptions through 2025 ‎Maersk CEO sees Red Sea disruptions through 2025

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Maersk CEO Vincent Clerc said Red Sea disruptions will likely persist through the end of 2025, impacting global supply chains and shipping flows between Asia and Europe.

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Speaking to CNBC today, Aug. 7, he noted that Q2 2025 global container demand surpassed forecasts, driven by a recovery in China’s manufacturing and faster global export growth.

He added that spot freight rates jumped 37% in Q2 as capacity utilization approached full levels, reflecting strong momentum in global trade activity.

Clerc emphasized China’s expanding role in the global economy but said Maersk sees no current need for new ultra-large vessels.

Instead, the company is prioritizing a flexible network that reaches smaller, non-traditional ports, he said.

 

Logo ofMaersk Line

Maersk CEO Vincent Clerc said Red Sea disruptions will likely persist through the end of 2025, impacting global supply chains and shipping flows between Asia and Europe.

Speaking to CNBC today, Aug. 7, he noted that Q2 2025 global container demand surpassed forecasts, driven by a recovery in China’s manufacturing and faster global export growth.

He added that spot freight rates jumped 37% in Q2 as capacity utilization approached full levels, reflecting strong momentum in global trade activity.

Clerc emphasized China’s expanding role in the global economy but said Maersk sees no current need for new ultra-large vessels.

Instead, the company is prioritizing a flexible network that reaches smaller, non-traditional ports, he said.

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