Impact map — Shipbuilding & Defense
How developments in Korean, Chinese and Japanese industry propagate — event by event, with the effect on each country and on global buyers.
| Event | Korea | China | Japan | Global buyers | Briefing |
|---|---|---|---|---|---|
| Dual-fuel bulker berth expansion August 28, 2026 | berths reserved for LNG/boxships | private yards scale mega drydocks | niche high-efficiency bulkers | European owners secure green fleet slots | Read → |
| CPSP Submarine Procurement August 28, 2026 | joint yard offset framework | — | — | conventional submarine export competition | Read → |
| Methanol test bench expansion August 28, 2026 | engine builders eliminate FAT backlogs | competing for dual-fuel berths | licensee engine supply coordination | on-time 2027 ship deliveries | Read → |
| Japan coastal fleet renewal August 28, 2026 | feeder ship yards monitoring | battery cell exports | regional yard design standardization | marine electric propulsion adoption | Read → |
| Modular auxiliary assembly August 28, 2026 | commercial yard competition | dry dock cycle compressed | naval supply tracking | fleet endurance expansion | Read → |
| LNG slot lockup August 28, 2026 | yards reserve docks to 2029 | secondary gas slot intake | equipment supplier backlogs | elevated replacement costs | Read → |
| Naval frigate export competition August 28, 2026 | yard build slots allocated | regional surveillance exposure | defense export expansion | naval supply chain integration | Read → |
| Japan thick plate contracts August 28, 2026 | monitoring yard cost parity | watching regional plate pricing | securing mill volumes and yard margins | maritime supply chain delivery stability | Read → |
| CSSC yard realignment August 28, 2026 | competition on gas and ULCV slots | higher dock efficiency at Shanghai yards | chemical tanker order spillover | compressed containership delivery schedules | Read → |
| Ammonia bulker design standard August 28, 2026 | gas carrier focus | price competition on bulkers | yard design unification | iron ore green corridors | Read → |
| Oceanian frigate tender August 28, 2026 | naval yard competition | regional fleet monitoring | shipyard export lines | allied naval interoperability | Read → |
| Mega-boxship dock expansion August 28, 2026 | selective container slots | expands 24000 TEU dual-fuel berth capacity | non-participant in mega-boxship dock sizing | locks in carrier fleet delivery schedules | Read → |
An impact map is our reading of how a development travels, not a forecast. It is deliberately short enough to check against the briefing it came from. See our methodology.