Global Ship Lease: Fleet Renewal & Container Market Update

Monday, August 17, 2026 10:00 am EST

Overview

What this conversation covers

Against a backdrop where the Strait of Hormuz and Red Sea remain effectively disrupted, and global supply chains continue shifting away from traditional main lanes, the conversation covers how charterer demand is evolving and unpacks the company’s newly announced $1.33 billion order for 15 mid-size newbuildings.

GSL reported $198.7 million in Q2 revenue and $131.4 million in Adjusted EBITDA, bringing first-half totals to $396.8 million and $264.6 million respectively — with 100% charter coverage secured for 2026.

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Monday, August 17, 2026

Presenting Companies

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Featured Panelists

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Thomas Lister
CEO
Global Ship Lease, Inc. (NYSE: GSL)


About Companies

ABOUT Global Ship Lease, Inc.

Global Ship Lease is a leading independent owner of containerships with a diversified fleet of mid-sized and smaller containerships. Incorporated in the Marshall Islands, Global Ship Lease commenced operations in December 2007 with a business of owning and chartering out containerships under fixed-rate charters to top tier container liner companies. It was listed on the New York Stock Exchange in August 2008.

Our operating fleet of 71 containerships as of June 30, 2026, had an average age weighted by TEU capacity of 18.4 years. 41 ships are wide-beam Post-Panamax. As of June 30, 2026, our fleet also included 15 newbuilding containerships under construction with scheduled deliveries between the fourth quarter of 2028 and the first quarter of 2030.

As of June 30, 2026, the average remaining term of the Company’s charters, to the mid-point of redelivery, including options under the Company’s control and other than if a redelivery notice has been received, including our Newbuildings, was 3.3 years on a TEU-weighted basis. Contracted revenue, including our Newbuildings, on the same basis was $3.2 billion. Contracted revenue was $4.1 billion, including options under charterers’ control and with latest redelivery date, representing a weighted average remaining term of 4.4 years.


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