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Container lines will post more all-time highs for the first quarter, but could that mark their earnings peak? Evidence of market softening continues to mount in the container equipment business.

The higher consumer demand and port congestion rises, the more container lines and leasing companies pay for newly manufactured containers, the higher the production of Chinese container factories, the longer liners lease containers, the more liners pay to rent them, and the higher the sale price of older boxes when leases expire.

Demand for containers is falling… but will prices come down? (