The Panama Canal Authority has made “forward-looking investments in new ports and gas pipelines” in light of changing global trade routes . Recent announcements include greater LPG transits, plans to soon break ground on a new port facility, and wooing others to invest.
Shipbuilder Damen Shipyards was in November 2025 settling sue-at-law for bribery, sanctions violation and forgery leading to 6-16 while securing contracts for special offshore ships and growing green shipbuilding presence in Vietnam and Canada.
Wartsila secured repeat orders for hybrid propulsion systems from Aasen Shipping, and expanded its training footprint in the maritime sector with Sinocrew in China. Its technology group also identified key trends for 2026 as: decarbonization, digitalization and lifecycle optimization - now key processes across global shipping.
Subsea7 was awarded a contract for decommissioning services for Ithaca Energy’s Alba floating storage unit in the North Sea, representing continued growth within subsea services’ decommissioning segment. The contract was announced in early December 2025.
HD Hyundai also won its biggest container ship order since 2007, taking on a US$1.46 billion contract from HMM for eight ultra-large 13,400 TEU LNG dual fuel vessels. At the same time it extended US collaboration with an MOU with Huntington Ingalls Industries and Siemens partnerships to improve American shipbuilding capabilities.
Fincantieri responded deftly to a major shift in direction in November 2025 reconfiguring its Constellation-class frigate program with the United States Navy, winning a EUR40 million expansion for its Ancona shipyard and supplying an all-purpose support vessel to Italy's Navy. Fincantieri reinforced its position, across the defense and commercial sectors alike, in the process.
Already this week, DP World announced a $5 billion investment in India; launched its Atlas Fresh Produce Service from Morocco to UK and Europe; and began operations at Tartus Port in Syria. All strategic expansion in key trade lanes and with an eye on responsible logistics.
APM Terminals announced in November 2025 substantial infrastructure projects across different regions, including a $550 million greenfield terminal in Bangladesh and a $131 million berth expansion in Mobile Alabama that will help support ongoing capacity expansion.
Orsted scored a significant victory in November 2025, when the Trump administration failed to meet a deadline to appeal a federal court decision that cleared the way for construction to resume on its Revolution Wind offshore project, which was 85% complete and expected to wrap up in 2026.
DEME Group of Belgium has bolstered its offshore energy profile with the delivery of the hybrid-powered Norse Wind installation vessel and order of an Offshore Construction Vessel for subsea cable work. Both investments will benefit DEME’s growing orderbook as well as expansion within global offshore wind projects.
In November 2022, Nippon Yusen Kabushiki Kaisha reinforced its net zero carbon emissions by 2025 commitment by developing ammonia vessels, issuing transition bonds, and rejoining 2020. The company delivered its fourth PCTC powered by LNG dual fuel engines and set ammonia as its preferred pathway for decarbonization by 2050.
Mitsui O.S.K. Lines (MOL) partnered with seven other Japanese businesses to develop a common design for CO2 carriers and other fuel vessels, and took delivery of a 210,000 dwt LNG-fueled bulker, reinforcing its commitment to sustainable shipping operations.
Teekay Corporation and Teekay Tankers both surprised with extremely strong Q3 2025 earnings results. Teekay Tankers (TNK) reported net income of $92.1 million and adjusted EPS of $1.54, easily beating analyst estimates. The fleet was expanded by $158.5 million in gross acquisitions during the quarter while returning cash to shareholders through quarterly dividends.
Evergreen marine will cement its place among the world’s leaders in container shipping, buying 14 LNG dual-fuel boxships of 14,000-TEU capacity from Samsung Heavy Industries and Guangzhou Shipyard International for about $2.8-$3bn by November 2025.
Hapag-Lloyd’s nine-month net profit fell by half to EUR 846 million, prompting it cut its full-year EBIT forecast by EUR 150 million. Growth of 9% in volume helped, but low rates and sheltering costs have weighed heavily, though we find the early cost benefit from Gemini cooperation with Maersk here.
COSCO Shipping founded ship supply e-platform and commenced US$1.75 billion newbuilding spree for 29 vessels in November 2025
CMA CGM moved 6.17 million TEU in Q3 2025 despite geopolitical disruption, with a new agreement reached to re-start Suez Canal transits in December. Mediterranean-South America services were enhanced and stakes in major ports expanded at the same time that freight rates fell sharply and competition for capacity mounted.
Mediterranean Shipping Company hit unprecedented milestone in November 2025, with capacity of 7 million TEU, first carrier to reach this mark. Expansion followed acquisition of 470 pre-owned vessels but, due to security issues and fuel shortages suspended Mali services temporarily; December freight rates show significant increases across all major base trade lanes.
Most recently Maersk introduced changes in the Asia-Pacific and North America with the recruitment of a new managing director for South Asia, the opening of a ground freight hub in Georgia and joining The Customization Group as partners, while also readying themselves to make a return to Suez Canal transits even as they continue to tackle the supply chain challenges that have persisted.