Conditions change over time.
Before 2009, shipping companies placed a ridiculous number of orders for the construction of huge ships. Demand for new ships exceeded the space available to build them, and they didn't want to miss out on the boom in shipping.
Then the recession happened.
Shipbuilders forced these companies to honor their contracts, and take delivery of these ships. Though as fewer orders were being placed, the yards did allow the construction of these ships to be delayed to even out their workload.
Now these ships are still rolling off the production line, but there's less demand for them as the economy has not rebounded to previous levels.
So both statements could be considered to be true, provided you clarify when the statement was made.