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Containers Political Risk and Trade Geopolitics

Shipping faces yet another geopolitical shockwave as US strikes at Chinese shipbuilding

  • Container shipping market is expected to bear the brunt, with another disruption-led freight market surge possible
  • Last year, China-built boxships, bulk carriers, oil tankers and LPG carriers each accounted for a double-digit percentage of their respective categories among commercial vessels calling at US ports
  • The plan may serve as a bargaining chip in broader US-China trade negotiations, leaving its final implementation uncertain

  • Analysis

USTR’s proposal goes far beyond the unions’ initial demands and could significantly disrupt global shipping and drive up costs

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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