Maersk reports growing demand from India amid optimism for a U.S.-India trade agreement.

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Dec 03 2025

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Source: SeekingAlpha

Increased Demand from India: A.P. Moller-Maersk is seeing rising demand from India, particularly for its MECL service, as expectations grow for a potential U.S.-India trade deal.
Shifts in Oil Imports: India's crude oil imports from Russia have significantly decreased, while imports from the U.S. have increased, indicating a strategic diversification of suppliers.
Trade Deal Projections: Analyst Deepali Bhargava predicts a high likelihood of an India-U.S. trade deal by 2026, which could positively impact the Indian rupee and attract foreign investment.
Monitoring Regional Events: Maersk is keeping an eye on developments in the Red Sea and Suez Canal following the Gaza ceasefire, but has not set a timeline for resuming operations in the Red Sea.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.