Manufacturing Capacity Slowly Diversifies Out Of China
Chinese factories have produced the overwhelming majority of world container output for two decades, and buyers have become genuinely uncomfortable with that concentration. Vietnam is the clearest beneficiary, with new capacity commissioned specifically to serve lines and lessors seeking any alternative source, and India has attracted government-backed investment aimed at supplying its own trade rather than export markets. The commercial reality remains that Chinese cost and scale are difficult to match on economics alone, so diversification proceeds slowly, from a small base, and at a price premium buyers now accept for supply security.
Market Impact: Cohort retires from 2033 onward








