
Containers
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Carriers rush to reposition ships as trade truce fuels transpacific boom
Carriers are rapidly redeploying ships and reviving transpacific services between China and the US as the tariff truce triggers a surge in trade volumes and freight rates, creating what analysts call a ‘perfect storm’ for the container shipping market

Containers: uncertainty reigns as tariff turmoil and overcapacity looms
Container shipping in 2025 remains volatile, with Trump’s trade policies fuelling uncertainty. While the global trade war dominates headlines, a more pressing and all too familiar issue looms: overcapacity

Shipping stocks bounce back after ‘Liberation Day’ tariff slump
In theory, stock prices take into account future expectations. If so, shipping share prices imply that investors believe trade war fallout will be less severe than previously feared

Scepticism mounts on theory that tariff pause will spark US import boom
There was investor euphoria last week with many believing US imports would skyrocket after US President Donald Trump brought down incremental China tariffs from 145% to 30%. The current view from the Port of Los Angeles is considerably less euphoric

Zim strikes cautious tone, citing uncertainty on rebound duration
The coast is far from clear for liner operators like Zim. Volumes are currently surging but more trade-war fallout could be around the corner, depending how US negotiations go with China and other Asian exporters

The week in charts: Container demand soars, but supply chain imbalances deepen | Tariff reprieve upside vs Covid rebound | Transpacific rates spike but Walmart warns
Headhaul routes saw strong growth, but backhaul volumes declined for a third consecutive month. As repositioning empty containers becomes more necessary, operational costs rise and supply chain disruptions become more likely; Container shipping investors are bullish about the bounce-back of China-US volumes following the US decision to slash tariffs; The China-US container trade has suddenly flipped from famine to feast. How long this lasts hinges on how American importers manage the remaining tariffs

The week in newbuildings: Chinese shipbuilders win lion’s share of orders
Chinese shipyards won the majority of orders with French, Indian and Japanese shipbuilders also picking up newbuilding contracts in the past week

Shipbuilding: supercycle set to continue while US and EU talk up shipbuilding strategies
The argument for expanding shipbuilding and marine equipment production in the West is gathering pace, while high demand for new ships across most sectors will continue, despite a recent slowdown in orders

Hing Chao: IMO Carbon pricing adds momentum to China’s green fuel readiness
Wah Kwong executive chairman Hing Chao sees the IMO’s new carbon pricing agreement as a ‘strong signal’ that decarbonisation is now an irreversible global shipping trend that could enable China’s strategic role in scaling clean fuel supply chains, despite geopolitical tensions
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Latest From Ports and Logistics
Europe’s new defence drive is worrying port bosses
Military mobility is emerging as a key pillar of the European Commission’s 2025 port strategy. But how should EU ports implement security measures? Must they all? And where will the funding come from?
BW pulls out of LPG terminal project citing ‘market uncertainties’
The VLGC owner has pulled out of the project, citing ‘market uncertainties’ and will focus on shipping and trading
Scepticism mounts on theory that tariff pause will spark US import boom
There was investor euphoria last week with many believing US imports would skyrocket after US President Donald Trump brought down incremental China tariffs from 145% to 30%. The current view from the Port of Los Angeles is considerably less euphoric
More from Containers
Are you sure you'd like to remove this alert? You will no longer receive email updates about this topic.
Latest From Containers
Shipping stocks bounce back after ‘Liberation Day’ tariff slump
In theory, stock prices take into account future expectations. If so, shipping share prices imply that investors believe trade war fallout will be less severe than previously feared
Carriers rush to reposition ships as trade truce fuels transpacific boom
Carriers are rapidly redeploying ships and reviving transpacific services between China and the US as the tariff truce triggers a surge in trade volumes and freight rates, creating what analysts call a ‘perfect storm’ for the container shipping market
Scepticism mounts on theory that tariff pause will spark US import boom
There was investor euphoria last week with many believing US imports would skyrocket after US President Donald Trump brought down incremental China tariffs from 145% to 30%. The current view from the Port of Los Angeles is considerably less euphoric
GSL shrugs off disruption to lift first-quarter results
Uncertainty and volatility can potentially lead to ‘outsized returns’ for right owner, says executive chairman George Youroukos
Zim strikes cautious tone, citing uncertainty on rebound duration
The coast is far from clear for liner operators like Zim. Volumes are currently surging but more trade-war fallout could be around the corner, depending how US negotiations go with China and other Asian exporters
Containership charter rates get a lift from improving market sentiment
CMA CGM secured several ships of between 750 teu and 1,800 teu while Unifeeder has also been active in the charter market of late
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