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

Lloyd's List • December 22, 2024

Trump to Panama: Reduce ‘ridiculous’ tolls or US will take back canal

‘This complete rip-off of our country will immediately stop,’ says Trump

Lloyd's List • December 18, 2024

The Daily View: It’s the demand, stupid

IN 1992, US political strategist James Carville coined the phrase “It’s the economy, stupid”. A variant for global bulk commodity shipping: “It’s the demand, stupid.”

Lloyd's List • December 17, 2024

Commodity shipping rates sink to new 2024 lows in ‘winter of discontent’

Tankers, bulkers and LNG carriers simultaneously and counter-seasonally slump