Maersk, the Danish giant in maritime transport and a true barometer of global trade, surprised the markets with a remarkable 70% increase in its net profit for the first quarter of 2025. In an economic climate still shaken by geopolitical tensions, logistical disruptions, and persistent inflation, this performance stands out. It reflects a powerful strategic adaptation to headwinds that many thought would be long-lasting.

This growth is largely explained by the surge in freight rates, particularly on key routes between Asia, Europe, and the United States, exacerbated by conflicts in the Red Sea and security risks in the Bab el-Mandeb Strait. Forced to avoid certain areas, ships have to lengthen their routes, which has naturally driven up transport prices. Maersk capitalized on this new reality by adjusting its routes and optimizing its capacity while maintaining tight control over operating costs.

Global demand remains more resilient than expected in crucial sectors such as energy, raw materials, and intermediate goods. This dynamic is reflected in the group’s financial results: a revenue of $13.3 billion, up 7.8% year-on-year, EBITDA of $2.71 billion, a strong increase, EBIT of $1.25 billion compared to just $177 million in 2024, free cash flow turning positive at $806 million, and an average container rate rising by 38% to $2,659.

Beyond the numbers, Maersk sends a clear message to the global economy. Trade is not slowing down as quickly as anticipated. Global supply chains continue to run despite obstacles, showing that the international economy remains more dynamic than general sentiment suggests.

All eyes are now on the group’s prospects for the rest of the year, particularly its ability to maintain margins in the face of market fluctuations and new environmental constraints. Maersk has already announced significant investments in energy transition, including the development of ships powered by green methanol and reducing its carbon footprint on the most polluting routes.

The first quarter of 2025 may well mark a turning point for the shipping industry, and Maersk intends to stay ahead of the curve.