Post by Roland Berger

Five structural shifts are reshaping demand and capacity across the global shipbuilding industry at the same time: Naval rearmament is consuming specialized yard capacity at scale. Green propulsion is moving from a differentiator to a baseline requirement. Cruise demand is rebounding strongly while shifting toward premium segments. And shipyards are actively diversifying their portfolios to navigate a more complex competitive environment. These forces are not isolated. Their combined effect is creating persistent capacity tightness across the entire value chain, amplifying pressure on production and supplier networks alike. Our latest study maps how these trends are unfolding and what they mean for shipyards aiming to navigate complexity, stay course, and capture growth. Set your course here: https://lnkd.in/eHn6KAFm #RolandBerger #Shipbuilding #MaritimeIndustry #SupplyChain