This package of the 2025/26 annual review and quarterly equipment forecasts provides analysis and forecasts of fleet ownership structures covering both dry and reefer boxes. Quarterly report updates also provide trends and forecasts of newbuild vs used pricing, lease rates and cash returns to help you monitor, track and assess future market development.
Annual Review and Forecast · Latest release 12 Aug 2025
Drewry’s comprehensive annual review of the container leasing industry. This new, annual report combines both the Census and Leasing Annual Reports previously published separately and includes a diverse spread of forecasts unique to Drewry. This report is also available as an annual subscription package with the quarterly Container Equipment Forecaster.
01 Apr 26: The increasing volatility in freight rates caused by the Iran war is not comparable in scale to the extreme freight rate inflation of the Covid period, analysis from Drewry Shipping Consultants shows.
31 Mar 26: International general airfreight rates surge by up to 95% (Feb to Mar) as reduced airfreight capacity and higher fuel prices caused by the Iran War threaten to bring prices back to Covid record levels.
Drewry’s investment research team updates its independent assessment of the financial health of the box shipping industry. The full report is now available to purchase online.