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Who Really Owns the World's Container Ships?
The global container shipping industry is one of the most concentrated markets you've never thought about. Just ten companies — led by MSC, Maersk, and CMA CGM — control roughly 85% of the world's container capacity. In this episode, we break down who these carriers are, their exact market shares, how the alliance system reshapes competition, and why the structure of this industry affects the price of everything you buy. From MSC's aggressive fleet expansion to Maersk's pivot into logistics, we explore what the oligopoly means for global trade, pricing power, and supply chain resilience…
The skinny
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