Liked the video's insights. It had some nice graphs on China's growing share in LNG shipbuilding. Lack of orders in tankers and bulk carriers could be explained by customers waiting for better engine propulsion or emissions technology.
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Perhaps China could use the momentary reduction of commercial shipbuilding orders to add more warship orders for the PLAN. Doing so would not just increase the fleet size, but also replace older and aging warships that are less capable for the naval warfare environment of today and in the near future.
Major surface warships that need to be replaced: 052, 051B, 052B, Sovremennys, 051C, 054, 053H3, 053H1
Major surface warships that need to be expanded: 075, 055, 052D, 054A
Major surface warships that need to be introduced: 003A, 076, 055B, 057, 054B
There is also the point of keeping the shipyards busy and the workers paid.