Overview

• Maersk posted a 70% year-on-year increase in first-quarter EBITDA, reaching $2.71 billion, exceeding analyst expectations.
• The company reaffirmed its 2025 profit guidance of $6–9 billion despite ongoing geopolitical and macroeconomic uncertainties.
• Global container market volume growth for 2025 was revised to a range of -1% to 4%, reflecting heightened risks from trade tensions and security issues.
• Red Sea disruptions, linked to Houthi attacks, are expected to persist throughout 2025, increasing shipping costs and affecting global trade routes.
• U.S.-China trade volumes have dropped by 30–40% due to escalating tariffs, though Maersk is less affected than competitors due to its focus on Asia-Europe trade.