The market is bracing for a massive inflow of new capacity amid slowing demand and resolved congestion. This makes capacity discipline paramount for container liners, but that won’t be easy with increasing competitive pressure after years of record profits

In 2022, Russian Railways was forced to respond promptly to the changes. During the year, loading in the direction of unfriendly countries fell by 37%, in the direction of friendly countries — increased by 23%, including by 28% — to China. This increased the demand for the Eastern Polygon.