Where are the opportunities in shipbuilding now? | SMM Industry Talk with Clarksons Research Part 2

In Part 2 of our SMM Industry Talk, recorded in January 2026, Stephen Gordon, Managing Director of Clarksons Research, takes a closer look at the forces influencing investment and shipbuilding across different maritime segments. Container shipping remains a major part of the picture. Gordon explains how strong markets, disruption and changing trade routes have accelerated fleet renewal, while the cruise sector has made a remarkable comeback and remains especially important for European shipyards and suppliers. Join the conversation around these topics at #SMM2026. 🌊 Subscribe to the SMM YouTube channel for more exclusive interviews, industry insights and behind-the-scenes content from the leading international maritime trade fair. 🔔 #TheIdealConnection #MaritimeIndustry #ClarksonsResearch @HamburgMesseundCongress