Arison doesn't expect to order new ships this year

"It may be awhile before industry giant Carnival Corp. orders a new ship
for one of its many subsidiaries ... That's the word from Carnival Corp.
Chairman and CEO Micky Arison, who says the world's largest cruise
company may go the rest of the year without placing another new order
other than the one it already has in the works for subsidiary Princess
Cruises. "I wouldn't be surprised if we don't do another deal this
year," Arison said.

usatoday.com

Arison explained that a 10% lower cost to build is not enough: "We are
not going to build ships we don't need". During the call management
pointed out Seabourne and Costa offer relative bargains. In the case of
Costa capacity increased 13%, but the European market essentially
remained flat. Lower priced Caribbean cruises, representing 57% of the
North American market, are doing relatively well, unlike Alaska cruises.