Is it as simple as 1 + 1 = 2

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The container shipping industry faces a surge of newbuilds, with orders exceeding 10 million TEU—mainly ultra-large vessels over 14,000 TEU—and even bigger ships planned through 2029. Carriers plan to redeploy ships across routes, but port infrastructure, especially in North America, may struggle to keep pace. Upgrades like dredging and facility expansions are underway but require time and investment. Will ports worldwide be ready for these giants? This evolving landscape raises vital questions about infrastructure readiness, trade routes, and the future capacity of global shipping.

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