미국의 컨테이너 운송 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the United States container shipping market size is projected to expand from USD 66.49 billion in 2025 and USD 69.16 billion in 2026 to USD 83.45 billion by 2031, registering a CAGR of 3.83% between 2026 and 2031.

The United States container shipping market is being shaped by a steady rerouting of cargo toward East Coast and Gulf Coast gateways, even though national import volumes have shown limited headline growth. This report is Segmented by Service Type (Deep-Sea, Short-Sea, and More), by Container Type (Dry and Reefer), by Container Size (20-Ft, 40-Ft, and More), by Load Type (FCL and LCL), by End-User Industry (FMCG and Retail, Electronic and Electrical Equipment, and More), and by Region (Northeast, Southeast, Midwest, Southwest, and West). The Market Forecasts are Provided in Terms of Value (USD).

United States Container Shipping Market Trends and Insights

East Coast Nearshoring and Mexico Trade Re-Routing

The United States container shipping market is seeing a durable change in cargo routing as sourcing shifts away from China and toward Mexico and parts of Southeast Asia. China's share of total United States containerized imports fell from 40% in mid-2024 to 28.8% by mid-2025, while Indonesia posted 34% import growth to the United States and Thailand posted 28% growth over the same period. This has shortened the average haul for part of the inbound cargo base and improved the economics of shorter sea legs and Gulf-oriented routing. North American East Coast ports raised their share of United States-laden import containers from 46% in Q1 2025 to 46.8% in Q1 2026, showing that the routing shift has already moved from a temporary response to a measurable trade pattern. As nearshoring matures, the United States container shipping market is likely to see more demand concentrated in corridors linking Gulf and East Coast gateways with Mexico-facing and Atlantic-facing supply chains.

United States Port Modernization and Automation Investments

Port modernization is strengthening the operating base of the United States container shipping market by improving berth productivity, crane capability, and landside cargo flow. FY 2025 distribution of USD 774 million across 37 projects under the Port Infrastructure Development Program, reflecting the scale of public support for port upgrades before the current funding window closes. Terminal operators are also investing directly, with modernization at Port Elizabeth and Los Angeles adding taller cranes for larger vessels, while the Pier B rail support project in Long Beach is improving inland cargo handling capacity. These upgrades matter because they reduce dwell time, improve turn efficiency, and widen the set of ports that can handle larger container ships with fewer operational constraints. Over time, the United States container shipping market should benefit from more direct port calls and less leakage of discretionary cargo to non-United States alternatives, where secondary United States ports become more reliable and more efficient.

Vessel Overcapacity on Major Transpacific and Transatlantic Loops

The largest near-term restraint on the United States container shipping market is a global vessel capacity overhang. Global cellular fleet exceeded 33.6 million TEU by March 2026 and that much of the 2026-2028 orderbook is concentrated in very large ships, which increases pressure on long-haul routes serving the United States. Low demolition activity in 2024 and 2025 also delayed capacity adjustment and pushed the supply issue into the current forecast window. For shippers, this can support softer rates in the near term, but it also increases the risk that weaker carriers lose ground or pursue consolidation when pricing remains under pressure. The United States container shipping market, therefore, faces mixed effects, with short-run customer benefits from lower freight rates but heavier strategic pressure on carrier profitability and route discipline.

Other drivers and restraints analyzed in the detailed report include:

1. Refrigerated Cargo Growth from Healthcare and Food Imports
2. Carrier Network Rebalancing Toward United States Gulf and East Coast Ports
3. Port Congestion, Labor Disruption Risk, and Dwell-Time Volatility

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Deep-sea or ocean container shipping accounted for 58.44% of the United States container shipping market share in 2025, making it the core revenue base for the broader system. Its lead came from the long-established transpacific and transatlantic loops that connect United States ports with manufacturing centers in Asia and Europe. That scale remained important in 2025 because large retailers, industrial buyers, and import-dependent manufacturers still relied on these routes for the highest cargo volumes. At the same time, tariff pressure and sourcing diversification weakened the certainty that had previously supported the strongest China-United States mainline economics. The United States container shipping market, therefore, continued to depend on deep-sea services, but the shape of demand inside that segment became less concentrated around a single origin country.

The fastest growth in this category is shifting to short-sea shipping, which is expected to expand at a 4.81% CAGR through 2031. That growth is tied to Mexico nearshoring, Caribbean feeder activity, and Gulf Coast corridor development, which are creating more viable volumes for shorter and mid-distance maritime movements. Alliance reshuffling in 2025 and 2026, which changed schedule design and port pair coverage for shippers using deep-sea networks. As service structures change, short-sea routes are gaining importance because they support flexible cargo handoff between new sourcing points and growing East Coast and Gulf Coast gateways. Within the United States container shipping industry, this segment is no longer merely a secondary support layer, as it is becoming a more direct growth path for ports and carriers exposed to nearshore trade.

Dry containers accounted for 76.40% of the United States container shipping market size in 2025, which reflects the wide variety of standard cargo that moves without temperature control. Apparel, electronics, industrial parts, home goods, and general retail shipments all kept this segment firmly in the lead. Its large base also means that even small shifts in retail demand or manufacturing orders can move total market revenue in visible ways. The decline in Chinese-origin imports in 2025 weakened dry container utilization on major transpacific lanes, but it did not diminish the segment's central role in national cargo flows. Newbuild orders aimed mainly at standard capacity also show that carriers still view dry containers as the main throughput platform for the United States container shipping market.

Reefer containers are projected to grow at a 7.43% CAGR through 2031, making them the fastest-moving container type. This reflects stronger demand for pharmaceutical and food logistics, but the pharmaceutical side has more durable policy support due to traceability and handling requirements under the United States drug regulations. Environmental regulations are increasing retrofit and equipment-replacement needs for reefer-capable fleets, thereby increasing capital intensity in this segment. East Coast ports with established healthcare and life sciences links stand to gain the most, as they already support the compliance, warehousing, and handling routines required for these cargoes. In the United States container shipping industry, reefer growth is therefore changing equipment strategy, terminal priorities, and the value mix more than it is changing total box volume.

Complete Report Scope:

• By Service Type
  • Deep-Sea/Ocean Container Shipping
  • Short-Sea Container Shipping
  • Feeder and Coastal/Domestic Container Shipping
• By Container Type
  • Dry Containers (General Purpose)
  • Reefer Containers
• By Container Size
  • 20-foot Containers (20 ft)
  • 40-foot Containers (40 ft)
  • Other Specialized Sizes
• By Load Type
  • Full-Container-Load (FCL)
  • Less-Than-Container-Load (LCL)
• By End-User Industry
  • FMCG and Retail
  • Manufacturing and Automotive
  • Healthcare and Pharmaceuticals
  • Electronics and Electrical Equipment
  • Industrial Chemicals and Raw Materials
  • Others
• By Region
  • Northeast
  • Southeast
  • Midwest
  • Southwest
  • West

List of Companies Covered in this Report:

1. Mediterranean Shipping Company (MSC)
2. A.P. Moller - Maersk A/S
3. CMA CGM Group
4. COSCO SHIPPING Holdings Co., Ltd.
5. Hapag-Lloyd AG
6. Ocean Network Express Pte. Ltd.
7. Evergreen Marine Corporation (Taiwan) Ltd.
8. ZIM Integrated Shipping Services Ltd.
9. Seaboard Marine Ltd.
10. Yang Ming Marine Transport Corp.
11. SeaLead Shipping Pte. Ltd.
12. Wan Hai Lines Ltd.
13. Pacific International Lines Pte Ltd
14. SM Line Corporation
15. Matson, Inc.
16. Crowley Maritime Corporation
17. King Ocean Services Ltd.
18. HMM Co., Ltd.
19. TS Lines Ltd.
20. Emirates Shipping Line
21. X-Press Feeders
22. Korea Marine Transport Co. (KMTC)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview and Role of Container Shipping in Logistics
• 4.2 Market Drivers
  • 4.2.1 East Coast Nearshoring and Mexico Trade Re-Routing
  • 4.2.2 US Port Modernization and Automation Investments
  • 4.2.3 Refrigerated Cargo Growth from Healthcare and Food Imports
  • 4.2.4 Carrier Network Rebalancing Toward US Gulf and East Coast Ports
  • 4.2.5 Shipper Preference for FCL on Time-Sensitive Retail Lanes
  • 4.2.6 Demand for Schedule Reliability and Data-Visible Ocean Contracts
• 4.3 Market Restraints
  • 4.3.1 Vessel Overcapacity on Major Transpacific and Transatlantic Loops
  • 4.3.2 Port Congestion, Labor Disruption Risk, and Dwell-Time Volatility
  • 4.3.3 US Trade Policy Volatility and Tariff-Driven Booking Uncertainty
  • 4.3.4 Equipment Imbalance, Especially Reefers and 40-Foot High Cubes
• 4.4 Regulatory Framework
• 4.5 Value Chain and Distribution Channel Architecture Analysis
• 4.6 Technology Innovations Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Rivalry Among Competitors
• 4.8 Evolution of Container Shipping Industry
• 4.9 Comparison: Container Shipping vs Other Freight Modes
• 4.10 Pricing Analysis
• 4.11 Nearshoring and Friend-Shoring Developments
• 4.12 Economic Indicators Influencing Container Demand
• 4.13 Impact of Geo-Political Events on Supply Chain Shifts

5 Market Size & Growth Forecasts (Value, 2026-2031)

• 5.1 By Service Type
  • 5.1.1 Deep-Sea/Ocean Container Shipping
  • 5.1.2 Short-Sea Container Shipping
  • 5.1.3 Feeder and Coastal/Domestic Container Shipping
• 5.2 By Container Type
  • 5.2.1 Dry Containers (General Purpose)
  • 5.2.2 Reefer Containers
• 5.3 By Container Size
  • 5.3.1 20-foot Containers (20 ft)
  • 5.3.2 40-foot Containers (40 ft)
  • 5.3.3 Other Specialized Sizes
• 5.4 By Load Type
  • 5.4.1 Full-Container-Load (FCL)
  • 5.4.2 Less-Than-Container-Load (LCL)
• 5.5 By End-User Industry
  • 5.5.1 FMCG and Retail
  • 5.5.2 Manufacturing and Automotive
  • 5.5.3 Healthcare and Pharmaceuticals
  • 5.5.4 Electronics and Electrical Equipment
  • 5.5.5 Industrial Chemicals and Raw Materials
  • 5.5.6 Others
• 5.6 By Region
  • 5.6.1 Northeast
  • 5.6.2 Southeast
  • 5.6.3 Midwest
  • 5.6.4 Southwest
  • 5.6.5 West

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Key Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.4.1 Mediterranean Shipping Company (MSC)
  • 6.4.2 A.P. Moller - Maersk A/S
  • 6.4.3 CMA CGM Group
  • 6.4.4 COSCO SHIPPING Holdings Co., Ltd.
  • 6.4.5 Hapag-Lloyd AG
  • 6.4.6 Ocean Network Express Pte. Ltd.
  • 6.4.7 Evergreen Marine Corporation (Taiwan) Ltd.
  • 6.4.8 ZIM Integrated Shipping Services Ltd.
  • 6.4.9 Seaboard Marine Ltd.
  • 6.4.10 Yang Ming Marine Transport Corp.
  • 6.4.11 SeaLead Shipping Pte. Ltd.
  • 6.4.12 Wan Hai Lines Ltd.
  • 6.4.13 Pacific International Lines Pte Ltd
  • 6.4.14 SM Line Corporation
  • 6.4.15 Matson, Inc.
  • 6.4.16 Crowley Maritime Corporation
  • 6.4.17 King Ocean Services Ltd.
  • 6.4.18 HMM Co., Ltd.
  • 6.4.19 TS Lines Ltd.
  • 6.4.20 Emirates Shipping Line
  • 6.4.21 X-Press Feeders
  • 6.4.22 Korea Marine Transport Co. (KMTC)

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment