The global container shipping market faces three key themes heading into next year: the impact of tariffs on trade flows and demand, structural overcapacity and carriers’ financial resilience, with strong balance sheets buying time to manage near-term risks. In this Talking Transports podcast, Stephane Kovatchev, Bloomberg Intelligence senior cyclical-industrials credit analyst, moderates a panel with Moody’s Daniel Harlid and Fitch Ratings’ Raman Singla examining the outlook for the global containerliner market through a credit lens. Overall, the tone was cautious on container shipping’s 2026 credit metrics. The panel took place at a Bloomberg Intelligence event during London International Shipping Week.

<p>The global container shipping market faces three key themes heading into next year: the impact of tariffs on trade flows and demand, structural overcapacity and carriers&rsquo; financial resilience, with strong balance sheets buying time to manage near-term risks. In this Talking Transports podcast, Stephane Kovatchev, Bloomberg Intelligence senior cyclical-industrials credit analyst, moderates a panel with Moody&rsquo;s Daniel Harlid and Fitch Ratings&rsquo; Raman Singla examining the outlook for the global containerliner market through a credit lens. Overall, the tone was cautious on container shipping&rsquo;s 2026 credit metrics. The panel took place at a Bloomberg Intelligence event during London International Shipping Week.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

What Liners Have in Store for Credit Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fd439415-60eb-4614-8005-b36800c6e1fd/transcript

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