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 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 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 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 • October 17, 2024

Shipping splits into ‘parallel universes’ as global trade continues to decouple

Disruptions from global conflicts collide with record-high global trade flows

Lloyd's List • July 19, 2024

Podcast: What Trump 2.0 means for shipping

An interview with freight economist Jason Miller on possible Trump tariff effects.

Lloyd's List • July 16, 2024

What could a second Trump presidency mean for shipping — and shipping stocks?

As the odds of a second Trump presidency increase, analysts mull the financial impact

INSIDE SHIPPING • February 21, 2024

China, Trump, war, deglobalization: The supply chain risk mix ahead

How tariffs, trade disruptions and geopolitics could affect shipping rates, import flows and inflation.

FreightWaves • November 17, 2023

China and global trade: Why stimulus is MIA and risks are rising

The era of rapid Chinese growth and large-scale government intervention is over, says China Beige Book CEO Leland Miller.

FreightWaves • August 28, 2023

Rebound in trans-Pacific container shipping rates has stalled

Asia-U.S. spot shipping rates have pulled back after a strong run-up, implying peak season may have passed its peak.

FreightWaves • April 18, 2023

Geopolitics, container shipping rates and an ominous sign from Taiwan

“We are starting to see ocean carriers systematically take geopolitical risk into consideration,” says Xeneta’s Erik Devetak.

FreightWaves • April 11, 2023

US imports bounce back in March despite dwindling China cargo

Although import volumes show signs of a nascent recovery, the inventory overhang remains daunting.