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What Liners Have in Store for Credit Markets

EPISODE · Sep 30, 2025 · 18 MIN

What Liners Have in Store for Credit Markets

from Talking Transports · host Bloomberg

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.See omnystudio.com/listener for privacy information.

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What Liners Have in Store for Credit Markets

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