Lloyd's List • July 10, 2025

Peak season may have already peaked as Trump tariffs darken outlook

Tariffs could be increasingly negative for volumes in second half

Lloyd's List • June 24, 2025

VLCC rates shoot higher but tanker stocks retreat after restrained Iranian response

Spot rates surging but tanker equities tell a very different story

Lloyd's List • June 20, 2025

Tanker execs lay out Strait of Hormuz scenarios as spot rates double

Strait of Hormuz situation could end up being either very good or very bad for tanker demand

Lloyd's List • June 6, 2025

Mixed signals on transpacific: Spot rates still rising but bookings momentum stalls

Bookings of China-US cargoes have declined 26% from the peak in mid-May

Lloyd's List • May 19, 2025

Zim strikes cautious tone, citing uncertainty on rebound duration

Demand rebound could be short lived; trade war could still play out negatively for second-half results

Lloyd's List • May 16, 2025

Transpacific rates spike but Walmart warns that China tariffs are ‘still too high’

The China-US container trade has suddenly flipped from famine to feast

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 15, 2025

Transpacific poised for fall despite Trump reprieve on Chinese tech

Pause in higher tariffs for Chinese smartphones and tech does not help liner 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 • 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