DHL forecasts a 3% increase in global container fleet capacity by 2026

DHL Global Forwarding has published a forecast indicating that the capacity of the global container fleet will grow by 3% by 2026.

The forecast is important for planning

This forecast is particularly relevant for planning by shipowners and large logistics companies, as well as helping to optimally equip vessels in the context of expected increases in transportation.

Context of global trade growth

Despite geopolitical challenges, international trade is showing steady growth. According to previous DHL reports, goods trade has increased by 10% compared to pre-pandemic levels, and growth was expected to be faster in 2022–2023 than in the previous decade[1].

The leaders of this growth are Southeast and South Asian countries such as Vietnam, India, and the Philippines, where significant acceleration in exports is forecasted until 2026. This is linked to the diversification of supply chains and the “China+1” strategies[1][3].

Logistics trends for 2026

• Growth of e-commerce: Cross-border e-commerce will grow faster than global GDP, requiring innovative logistics solutions[3]. The last-mile delivery market is expected to reach $193.63 billion by 2026 with a CAGR of 9.8%[2].
• Market consolidation: Major players, including DHL, are strengthening their positions by acquiring smaller competitors[4][5].
• Digitalization and sustainability: DHL is focusing on its 2030 strategy with an emphasis on innovation, ecology, and green logistics, a market expected to exceed $350 billion by 2030[3].

DHL's forecast for the container fleet highlights positive industry prospects, helping companies adapt to moderate rate growth and high costs in 2026[4].