Lloyd's List • May 12, 2025

US-China trade war de-escalation was expected — but not this fast

Extreme whipsaws in trade policy continue, with major consequences for shipping demand.

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 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 • 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 • 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 • 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

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 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 • 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

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