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.

FreightWaves • April 7, 2023

China-Russia vs. US-EU: How global shipping is slowly splitting in two

Worsening China-U.S. relations underscore how pivotal geopolitics has become to global shipping and trade.

FreightWaves • November 14, 2022

US imports from China falling faster than from other countries

Drop in imports from China in recent months comes on the heels of years of gains by exporters in the rest of Asia.

FreightWaves • October 13, 2022

Global trade at the crossroads: Risks from geopolitics, inflation loom

Supply chain planners will walk a precarious path in 2023, according to S&P Global transportation expert Paul Bingham.

FreightWaves • April 13, 2022

If globalization is really over, what happens to supply chains?

The future of global supply chains is in flux. The pandemic was a game changer. Then came the war.

FreightWaves • October 4, 2021

Despite exodus of empty containers, US exports are hitting new highs

Containerized exports continue to struggle but overall, U.S. exports are rising. Sales are at record levels for some commodities.

FreightWaves • November 25, 2020

Ag export equation: Bulk surge, box squeeze, ‘reefer madness’

Bulk soybean and corn exports are way up, but containerized ag exports are waylaid by equipment shortfalls and Chinese inspections.

FreightWaves • November 9, 2020

How vaccine and Biden victory will impact shipping

The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.

FreightWaves • November 4, 2020

2016 vote sparked fireworks for shipping stocks. Repeat in 2020?

A look back at the days after the 2016 presidential election and the strange case of “The Donald Trump Shipping Stock Boom.”

FreightWaves • October 15, 2020

How Panama Canal navigated COVID, drought and trade war

Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.

FreightWaves • October 14, 2020

Trump vs. Biden: How the winner could affect ocean shipping

A “blue sweep” win for Democrats could be good for container ships, bad for tankers.

FreightWaves • August 25, 2020

What trade war? US imports from China are booming

U.S. importers turn to Chinese sellers in the wake of COVID.

FreightWaves • July 19, 2020

Fresh threat to US food exports: China COVID inspections

A new interview with AgTC's Peter Friedmann on how China COVID fears affect U.S. food exports.