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 • 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 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 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 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 • December 12, 2024

If stocks keep sinking, should owners keep buying back their own shares?

Listed owners pile more cash into buybacks as share prices continue to slump

Lloyd's List • December 4, 2024

The rise and fall of bulk shipping stocks — and the rise and rise of container stocks

Tanker, dry bulk and gas carrier shares are down year to date, whereas container shares have outpaced the broader stock market

Lloyd's List • November 26, 2024

Shipping M&A 2025: Not as strong as 2024 but deal flow may surprise to upside

Hurdles to shipping M&A have increased but the potential for new deals remains

Lloyd's List • November 19, 2024

VLCC rate rise offers ray of hope amid autumn tanker stock gloom

VLCC spot rates up 19% week on week but still down 43% year on year

Lloyd's List • November 8, 2024

Shipping execs weigh in on Trump 2.0, downplaying potential negatives

Chief executives of listed tanker and bulker owners see limited tonne-mile fallout

Lloyd's List • November 6, 2024

Trump victory could spur sweeping changes for tariffs and sanctions

US stock market surges on election results, but shipping stocks did not follow suit

Lloyd's List • November 5, 2024

Alarm bells ring as crude tankers suffer counter-seasonal rate slide

Owners ‘face one of toughest rate environments in recent memory’, warns Breakwave Advisors

Lloyd's List • November 5, 2024

Who are the biggest losers among shipping stocks so far this year?

Dorian LPG and Nordic American Tankers suffer biggest losses since January

Lloyd's List • October 29, 2024

Bulk commodity shipping faces lacklustre demand growth, end to disruption upside

Tanker rates profitable but disappointing; dry bulk, LNG and LPG rates notably weak

Lloyd's List • October 25, 2024

PODCAST: Shipping corporate governance: the good, the bad and the ugly

An in-depth interview with analyst Michael Webber on listed shipowners' corporate governance

Lloyd's List • October 22, 2024

Dry bulk sentiment sours as spot rates continue to slide

Capesize and supramax rates fall to Q1 levels; Panamax rates sink to year-to-date low