
Containers
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Trump’s ‘massive’ reciprocal tariffs plan is recipe for front-loading
The National Retail Federation warns that Trump’s newly announced reciprocal tariffs ‘will be extremely disruptive to our supply chains’. There is not much US importers can do in defence — except pull cargo forward

Container lines on track for yet another quarter of high profits
Container stocks are falling because spot rates are declining and a US port strike has been averted. But when the European and US-listed liner companies report 4Q24 results next month, their profits will be impressively high, if early data from Asian liners is any indication

The week in newbuildings: Orders valued at $5.2bn signed
Orders for one ro-pax, a heavylift vessel, two general cargoships, seven gas carriers, 11 tankers and 13 boxships placed in the past week

Trump’s ‘massive’ reciprocal tariffs plan is recipe for front-loading
The National Retail Federation warns that Trump’s newly announced reciprocal tariffs ‘will be extremely disruptive to our supply chains’. There is not much US importers can do in defence — except pull cargo forward

The Daily View: Trade osmosis
Your latest edition of Lloyd’s List’s Daily View — the essential briefing on the stories shaping shipping

The Daily View: Wishful thinking
Your latest edition of Lloyd’s List’s Daily View — the essential briefing on the stories shaping shipping

Container shipping stocks soar as Middle East peace prospects sink
Bad news is often good news for shipping stocks. There is bad news for the Israel-Hamas ceasefire, which is good news for container shipping stocks, because it lowers the chance of a near-term return to the Suez route that would inject a large amount of effective capacity into container trades

Investment in smaller boxship newbuildings needed after focus on ULCs
Once container markets stabilise, asset prices may become more predictable and induce a return to more speculative orders

Panama Canal recovery from drought overshadowed by Trump threat
Now would normally be a time to celebrate the Panama Canal’s recovery from the water crisis that impaired global supply chains in 2023-2024. But it’s hard to celebrate when US President Donald Trump has yet to retract his threat of military action

Geopolitical whiplash fuels Shanghai container futures’ contrarian rally
The ‘new level of uncertainty’ ushered in by Trump’s presidency has begun brewing volatility in the shipping market
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Latest From Ports and Logistics
Asia-Europe demand growth could see short-term plunge if Red Sea crisis eases suddenly
Empties are increasingly being re-positioned to Asia from North America west coast ports as it is faster than moving them from Europe due to vessels having to sail around the Cape of Good Hope
Höegh Autoliners to boost fleet with chartered ships as high rates ease
Höegh Autoliners chief executive Andreas Enger said global vehicle carrier markets are becoming more balanced in terms of supply and demand, but capacity remains constrained
DP World plans stablecoin-based payment system to boost trade
DP World’s stablecoin payments technology aims to make cross-border financial transactions seamless, especially in emerging markets, which are usually in regions where many businesses struggle with access to global banking infrastructure
More from Containers
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Latest From Containers
The week in charts: Trump’s ‘massive’ reciprocal tariffs | The trauma of the livestock carrier fleet | Russia-Ukraine peace prospects put pressure on tanker sentiment
The National Retail Federation warns that Trump’s newly announced reciprocal tariffs ‘will be extremely disruptive to our supply chains’, livestock carrier fleet remains high risk to insurers as casualty incidents mount up and what happens next to product tanker rates?
Boxship charter market stays strong as high enquiry levels continue
Boxship charter rates show no sign of slowing down, despite falling freight rates and a deluge of new ships
MSC containership runs aground off Newfoundland
The vessel experienced a loss of power and ran aground off Lark Harbour, Canada, in ‘unfavourable’ weather and conditions
The week in newbuildings: Orders valued at $5.2bn signed
Orders for one ro-pax, a heavylift vessel, two general cargoships, seven gas carriers, 11 tankers and 13 boxships placed in the past week
Asia-Europe demand growth could see short-term plunge if Red Sea crisis eases suddenly
Empties are increasingly being re-positioned to Asia from North America west coast ports as it is faster than moving them from Europe due to vessels having to sail around the Cape of Good Hope
Trump’s ‘massive’ reciprocal tariffs plan is recipe for front-loading
The National Retail Federation warns that Trump’s newly announced reciprocal tariffs ‘will be extremely disruptive to our supply chains’. There is not much US importers can do in defence — except pull cargo forward
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