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日本海事新聞ニュース Japan Maritime Daily Dec 17, 2025 (Wed)

Global Container Traffic Set to Reach Record High in 2025: NYK Report

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　On December 16, the NYK Research Group held an explanatory meeting to coincide with the publication ・・・続きはログインして下さいnext %E3%80%80On+December+16%2C+the+NYK+Research+Group+held+an+explanatory+meeting+to+coincide+with+the+publication+of+its+research+report%2C+%E2%80%9CGlobal+%3Cb%3EContainer%3C%2Fb%3E+Transport+and+Service+Status+2025+Edition.%E2%80%9C+According+to+the+report%2C+global+container+cargo+movement+in+2025+is+expected+to+reach+a+cumulative+total+of+approximately+159+million+TEU+%2820-foot+equivalent%29+from+January+to+October%2C+a+4%25+increase+from+the+same+period+last+year%2C+and+to+set+a+new+record+for+the+full+year+in+the+second+year+running.+While+shipments+from+Asia+to+North+America+decreased+due+to+the+impact+of+the+US+tariff+hike%2C+shipments+to+Europe%2C+emerging+countries%2C+and+within+Asia+were+strong%2C+pushing+up+the+overall+figure.+Gentaro+Hara%2C+deputy+head+of+group%2C+mentioned+that+the+US+midterm+elections+are+coming+up+in+2026+and+said%2C+%E2%80%9CCargo+movements+will+change+due+to+price+control+measures%2C+cash+payments%2C+subsidy+policies%2C+etc.%2C+so+we+will+be+closely+monitoring+the+impact+of+these.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80Looking+at+cargo+movements+by+route+from+January+to+October+%28CTS+statistics%29%2C+shipments+from+Asia%2C+including+China%2C+to+North+America+%28USA%2C+Canada%2C+Mexico%29+were+down+4%25+compared+to+the+same+period+last+year.+However%2C+shipments+to+Asia+were+up+5%25%2C+shipments+to+Europe+were+up+9%25%2C+shipments+to+the+Indian+subcontinent%2C+the+Middle+East%2C+and+Latin+America+were+up+15%25+each%2C+and+shipments+to+Africa+were+up+26%25.+The+decrease+in+exports+to+North+America+was+offset+by+exports+to+Europe%2C+Asia%2C+and+emerging+countries.+%3Cbr%3E%E3%80%80Cargo+movements+from+Asia+to+the+United+States+from+January+to+October+%28US+JOC-PIERS+statistics%29+increased+by+2%25+from+the+same+period+last+year+to+18.39+million+TEU.+Until+April%2C+exports+increased+due+to+advance+shipments+in+anticipation+of+US+tariff+hikes%2C+but+then+fell+sharply.+Although+there+was+a+temporary+recovery+following+the+US-China+tariff+agreement+in+May%2C+the+peak+for+the+year-end+shopping+season+ended+earlier+than+usual+in+August%2C+and+sales+have+been+below+the+previous+year%E2%80%99s+level+since+September.+While+shipments+from+China+have+been+declining+since+May%2C+shipments+from+ASEAN+%28Association+of+Southeast+Asian+Nations%29+remained+above+the+previous+year%E2%80%99s+volume+until+October%2C+and+tariff+policies+are+changing+the+regional+composition+of+global+cargo+movements.+%3Cbr%3E%E3%80%80Total+cargo+from+Asia+to+Europe+%28CTS+statistics%29+from+January+to+October+increased+by+9%25+to+16.29+million+TEU.+Cargo+movements+increased+due+to+the+longer+transport+times+as+a+result+of+rerouting+through+the+Cape+of+Good+Hope.+In+August%2C+cargo+volumes+exceeded+1.85+million+TEU%2C+setting+a+new+monthly+record.+Cargo+movements+to+Africa+%28CTS+statistics%29+increased+by+26%25+to+3.85+million+TEU%2C+approaching+the+volume+of+cargoes+to+Latin+America.+%3Cbr%3E%E3%80%80%E2%96%A0+Tonnage+growth+slows+%3Cbr%3E%E3%80%80Global+container+shipping+capacity+is+expected+to+reach+approximately+32.35+million+TEU+by+the+end+of+2025%2C+a+6%25+increase+from+the+end+of+the+previous+year.+This+will+slow+growth+compared+to+the+10%25+increase+in+2024.+As+of+the+end+of+October%2C+the+completion+of+newly+built+ships+was+still+at+a+high+level+of+1.78+million+TEU%2C+while+the+number+of+ships+scrapped+was+extremely+low+at+just+9%2C000+TEU.+Demand+for+tonnage+was+supported+by+the+continued+detour+around+the+Cape+of+Good+Hope%2C+increased+cargo+movements+on+routes+to+emerging+countries%2C+and+frequent+port+congestion.+%3Cbr%3E%E3%80%80Newbuilding+orders+continue+in+2025%2C+with+the+backlog+exceeding+10+million+TEU.+In+2025%2C+orders+for+large+ships+of+over+18%2C000+TEU+and+small+ships+of+less+than+4%2C999+TEU+increased.+In+terms+of+ship+allocation%2C+progress+has+been+made+in+reallocating+fleets+in+response+to+changes+in+cargo+movements+and+transferring+ships+from+European+and+North+American+routes+to+routes+to+emerging+countries.+The+number+of+routes+and+areas+in+which+24%2C000-TEU+ultra-large+ships+are+operating+has+expanded.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3C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