What’s the outlook for the shipping industry in 2025?

All we know for certain about the year ahead is that it will be volatile. But the container shipping sector thrives on choppy waters

Aerial top view of shipping container
(Image credit: Getty Images)

Over the past month, a steady stream of reports on the investment outlook for 2025 has arrived in my inbox. Compiled by the top analysts at the likes of JPMorgan, Morgan Stanley, UBS, Deutsche Bank, Goldman Sachs, Barclays, SocGen and BNP Paribas, the reports, which can run up to 100 pages, try to distil the investment prospects for the year ahead for the respective firm’s clients. This year, there’s one big theme that runs through each and everyone: uncertainty.

Uncertainty will be the name of the game for investors in 2025, and uncertainty means volatility. Since the US election in November, analysts worldwide have been trying to predict what Donald Trump’s second term in the White House could mean for the global economy and financial markets. Some have focused on his actions the first time around to try and second-guess the future, but it seems unlikely Trump’s next term in the White House will be anything like the first. He now has an entirely different team around him, and over the past five years, he’s learned a lot.

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Rupert Hargreaves
Contributor and former deputy digital editor of MoneyWeek

Rupert is the former deputy digital editor of MoneyWeek. He's an active investor and has always been fascinated by the world of business and investing. His style has been heavily influenced by US investors Warren Buffett and Philip Carret. He is always looking for high-quality growth opportunities trading at a reasonable price, preferring cash generative businesses with strong balance sheets over blue-sky growth stocks.

Rupert has written for many UK and international publications including the Motley Fool, Gurufocus and ValueWalk, aimed at a range of readers; from the first timers to experienced high-net-worth individuals. Rupert has also founded and managed several businesses, including the New York-based hedge fund newsletter, Hidden Value Stocks. He has written over 20 ebooks and appeared as an expert commentator on the BBC World Service.