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© Slawomir Pryc

“If you look at the market right now, it is easy to take the position that carriers have massively overordered,” analyst Lars Jensen told The Loadstar Podcast last week.

He explained that with ageing tankers and bulk ships also needing to abide by IMO decarbonisation rules, “this could easily overwhelm the shipyards with orders”.

He added: “That means in three or four years a container line might want new ships, but either can’t get them because there is zero shipyard availability, or ...

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