Lloyd's List • August 20, 2025

Zim warns of transpacific spot rate weakness through year-end

New guidance implies 2H25 adjusted ebit of -$62m to $338m

Lloyd's List • August 14, 2025

How court ruling on Trump’s tariffs could impact container shipping

Could Trump lose appeals and emergency tariffs be ruled illegal?

Lloyd's List • August 5, 2025

The Daily View: Next phase of tariff fallout begins

Demand fallout will get worse before it gets better

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 17, 2025

Wilbur Ross predicts that US protectionism will curb global shipping demand

Aggressive trade policies during Trump 2.0 will constrain long-term growth for maritime transport

Lloyd's List • June 12, 2025

No tariff relief despite US-China ‘deal’ hype — a negative for shipping

‘We are getting a total of 55% tariffs, China is getting 10%,’ says Trump

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 29, 2025

US court rules against tariffs but ‘Trump 2.0 trade wars aren’t over yet’

Court decision creates ‘a new level of uncertainty’

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 15, 2025

The Daily View: Beware the anchoring bias

US tariffs down sharply, but still very high

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 • May 8, 2025

Maersk sees 30%-40% drop in China-US trade and ‘race’ for inventories

If there is no thaw in the US-China trade war by this summer, time will run out

Lloyd's List • May 1, 2025

New version of US SHIPS Act targets owners ordering Chinese newbuilds

Non-Chinese owners ordering at China’s CSSC would face US port fees if bill passes

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 10, 2025

Trump capitulates on non-Chinese tariffs, adding to shipping uncertainty

Surprise social media post was a bad sign for the future of US-China trade but positive for container flows from other countries

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