Maritime Investment Trends Shift as Global Trade, Infrastructure, and Sustainability Drive Growth

February 21, 2025

ShipUniverse: Quick Summary
Aspect	Details	Quick Insight
Port Infrastructure Investment	- Scottish government may acquire Ardrossan Harbour for ferry redevelopment. - Port of NY/NJ renegotiating leases to boost revenue. - Global ports upgrading for larger, greener ships.	Governments & ports investing in expansion.
Rise of Dual-Fuel Vessels	- Major carriers investing in LNG, methanol-capable ships. - Ships designed for future regulatory compliance. - Green shipping is a major investment priority.	Sustainability is driving new fleet investments.
Second-Hand Tanker Market Surge	- Shadow fleet increasing demand. - Older tankers selling at higher prices. - Scrapping rates down due to high resale values.	Geopolitical factors shaping tanker investments.
Maritime Market Growth	- Market projected to hit $2.92 trillion by 2035. - Demand increasing for cargo ships, tankers, ferries. - Growth in automation, sustainability, and digitalization.	Maritime sector set for steady expansion.
Key Investment Drivers	- Sustainability initiatives in fleet modernization. - Port expansions to meet global trade needs. - Focus on efficiency & emissions reduction.	Investment trends align with regulatory shifts.

The maritime industry is witnessing a surge in investment activity as stakeholders adapt to shifting trade dynamics, evolving infrastructure needs, and the global push for sustainability. From port expansions and ferry redevelopment projects to a growing focus on dual-fuel vessels, investors are capitalizing on new opportunities. Market projections suggest continued growth, with the global maritime sector expected to reach $2.92 trillion by 2035. However, regulatory changes, geopolitical uncertainty, and technological advancements are shaping the direction of these investments.

Expanding Maritime Infrastructure to Support Growth

Governments and private entities are investing heavily in port infrastructure to handle rising trade volumes and modernize aging facilities.

Scottish Government Explores Ardrossan Harbour Acquisition
The Scottish government is considering purchasing Ardrossan Harbour to facilitate ferry redevelopment and accommodate new vessels such as the Glen Sannox and Glen Rosa. This project is aimed at improving ferry services while strengthening regional maritime connectivity.
Port of New York and New Jersey Seeks Higher Profit Share
The Port of New York and New Jersey, one of the busiest on the U.S. East Coast, is renegotiating terminal leases to secure a larger share of ocean trade profits. By tying rents to container throughput and requiring additional infrastructure investment from tenants, the port aims to enhance its financial position while expanding capacity.
Global Port Upgrades to Handle Larger, Greener Ships
Many ports worldwide are modernizing their facilities to accommodate larger vessels and meet environmental regulations. Investments in shore power systems, automation, and expanded container-handling capacity are key components of these upgrades.

The Rise of Dual-Fuel Vessels in Maritime Investments

With increasing regulatory pressure to reduce emissions, shipping companies are investing in dual-fuel vessels that can operate on alternative fuels.

Major operators such as Maersk, CMA CGM, and COSCO are leading the way in ordering dual-fuel ships to future-proof their fleets.
These vessels can run on multiple fuel types, including LNG, methanol, and ammonia, allowing greater flexibility as the industry transitions toward low-carbon operations.
The investment in alternative fuel technology reflects the broader push for decarbonization across the maritime sector.

Second-Hand Tanker Market Surges Amid Sanctions and Geopolitical Tensions

Shadow fleets of over 600 aging tankers to bypass sanctions has led to a significant shift in the ship investment market.

The increased demand for second-hand tankers has pushed prices higher while reducing the number of vessels being scrapped.
Many of these ships operate without proper insurance, raising concerns about maritime safety and regulatory enforcement.
Investors are closely monitoring these developments as geopolitical tensions continue to shape global shipping strategies.

Maritime Market Growth and Investment Outlook

Despite economic uncertainties, the maritime sector is projected to grow steadily over the next decade.

Market research estimates the industry's value will rise from $2.18 trillion in 2024 to $2.92 trillion by 2035, driven by increasing demand for cargo ships, tankers, and passenger vessels.
Investment in automation, digitalization, and green technology is expected to accelerate as companies seek cost-efficient and sustainable solutions.
Emerging markets in Africa and Southeast Asia present new opportunities for ship financing and infrastructure development.

Looking Ahead: Key Drivers of Maritime Investment

As the industry evolves, maritime investors are focusing on several key areas:

Sustainability – Green technologies, including carbon capture systems and alternative fuels, will continue to attract funding.
Port Expansion – Infrastructure projects will play a vital role in supporting global trade growth and supply chain efficiency.
Fleet Modernization – Older vessels are gradually being replaced by more fuel-efficient and environmentally friendly ships.

With investment trends aligning with technological and regulatory shifts, the maritime sector is positioned for long-term transformation. Industry stakeholders must navigate challenges while capitalizing on emerging opportunities to ensure continued growth in the years ahead.