Lloyd's List • April 2, 2025 ‘Thermonuclear’ port fee-tariff combo: Shipping ‘disaster’ or will rates go ‘ballistic’? No one really knows how this will play out for rates, although shipowners predict they will ultimately profit
Lloyd's List • March 27, 2025 US port fees could ‘cripple’ Caribbean, force islands to buy more from China Caribbean market uniquely vulnerable to US port fee threat
Lloyd's List • March 25, 2025 Crunch time for US port fee threat as final Washington hearings begin What happens next will be a litmus test of practicality versus ideology
Lloyd's List • March 15, 2025 Geopolitical tensions at Panama Canal still very high despite sale of ports Shipping could face a major disruption if Trump is not bluffing about taking back the Panama Canal
Lloyd's List • March 12, 2025 US could face trade ‘apocalypse’ if Trump port fee plan isn’t killed Business leaders warn of potentially catastrophic effects to US import costs, US export competitiveness, economy
Lloyd's List • March 7, 2025 The long view from Long Beach How US retreat could affect shipping over the coming decades
Lloyd's List • March 4, 2025 If US taxes Chinese ships, liners could pull capacity from US ports US port fee plan could lead to higher costs, congestion and reduced US container services
Lloyd's List • February 23, 2025 Sweeping US plan to target Chinese ships would snare many non-Chinese operators The US plans to charge up to $1.5m for every port call by a Chinese-built ship
Lloyd's List • February 21, 2025 Trump administration official vows to tax foreign-flag ships calling at US ports US source income is generally exempt from tax for foreign shipowners, but that could change
Lloyd's List • February 19, 2025 The Daily View: Uncertainty is bad for demand growth The geopolitical effect on rates is always an educated guess, but we now have a whole new level of guessing.
Lloyd's List • February 12, 2025 Container shipping stocks soar as Middle East peace prospects sink Zim share price is up 21% since beginning of month, Maersk up 18%, Hapag-Lloyd up 15%
Lloyd's List • February 10, 2025 Could US box imports top pandemic peak or will tariffs derail momentum? Volumes are being driven by continued strong demand as well as cargo front-loading
Lloyd's List • February 3, 2025 Trump trade war 2.0: What are the pros and cons for shipping? Trump’s new trade war offers both positives and negatives for ocean shipping
Lloyd's List • January 29, 2025 Why would US invade Panama? US Senate hearing gives rationale Panama Canal route appears increasingly in jeopardy from US aggression
Lloyd's List • January 28, 2025 Red Sea reopening could be less dire than feared for product tankers Tonne-mile upside from Cape of Good Hope reroutings has already dissipated, limiting product tanker downside from a Red Sea reopening
Lloyd's List • January 22, 2025 VLCC spot rates sink 11% despite US sanctions on Russian cargoes Tanker charterers not panicking; high-priced deals on subs fail
Lloyd's List • January 15, 2025 VLCC spot rates surge higher as tanker stock rally takes a breather Baltic VLCC TCE index gains another 33% on Tuesday to reach $47,916 per day
Lloyd's List • January 10, 2025 VLCC outlook: Sanctions, ‘pond full of black swans’ and China downside risk Hope is rising that sanctions will force more crude cargoes to mainstream VLCCs in 2025
Lloyd's List • January 9, 2025 The Daily View: It will be a long four years The US president-elect is not one for finely crafted words. Shipping must focus on what actually affects shipping markets and ignore the noise
Lloyd's List • December 28, 2024 Trump claims Chinese troops run canal. ‘Nonsense,’ retorts Panama’s president ‘There are no Chinese soldiers in the canal, for the love of God,’ says Jose Raul Mulino, president of Panama