Our study „Global Shipping in Transition“ analyses the far-reaching changes in international shipping and offers guidance to executives in a time of structural upheaval. Geopolitical tensions, regulatory requirements and technological innovations are fundamentally changing business models and competitive conditions. For managers in the industry, the study is a strategic tool for recognising risks and making future-proof decisions.
Resilience: stability in a world of permanent crises
The study shows that resilience today is more than just crisis prevention – it is a competitive advantage. The industry is reacting to:
- Geopolitical conflicts such as in the Red Sea or Ukraine, which massively disrupt supply chains.
- Volatile charter rates and port capacities that make operational planning more difficult.
- Cost increases due to diversions, safety measures and new environmental regulations.
Key messages:
- Routes via the Cape of Good Hope cause up to 2.4 million US dollars in additional costs per round trip.
- 80 per cent of European shippers see geopolitical risks as the biggest threat to their supply chains.
Digitalisation: from vision to necessity
Digital technologies are no longer optional, but crucial for efficiency, safety and sustainability. The study addresses:
- Artificial intelligence for route optimisation, maintenance and emissions management.
- IoT and digital twins for real-time monitoring of ships and ports.
- Cybersecurity and regulation, for example through the EU AI Act and the NIS2 Directive.
Market development:
- The maritime digitalisation market will grow to over 395 billion US dollars by 2033.
- Artificial intelligence alone is expected to reach a market value of USD 100 billion by 2033.
ESG in shipping: sustainability as a measure of future viability
ESG has long been more than just a regulatory issue – it influences financing, reputation and competitiveness in the shipping industry. The study shows three key areas of action:
- Environment: Decarbonisation is progressing – with investments in alternative fuels such as methanol, bio-methane and ammonia as well as energy-efficient technologies.
- Social: Companies are increasingly focussing on fair working conditions, better quality of life for the crew on board and more diversity in the workforce.
- Governance: New reporting obligations such as CSRD and ESRS as well as ESG-linked remuneration systems make sustainability measurable and relevant to management.
Financing trends:
- Green bonds and the Poseidon Principles link access to capital with issuance performance.
- The EU taxonomy defines clear criteria for green maritime assets.
Conclusion: Three pillars for maritime future viability
Resilience, digitalisation and ESG are not isolated topics – they form a strategic triangle for the future of shipping. The study provides data and food for thought for decision-makers who want to make their organisations crisis-proof, technology-driven and sustainable.
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