Containers
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June spike in LA imports belies bearish outlook on second half
Enjoy the good times while they last. That’s the view on record import numbers in Los Angeles in June that are expected to peak in July. It’s all downhill after that, courtesy of Trump’s tariffs, according to current forecasts
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
Red Sea traffic remains unchanged by resurgent Houthi attacks
There were 244 transits through the Bab el Mandeb last week, up from 232 the week prior
India seeks shipbuilding renaissance despite reputational hangover
Indian shipyards have numerous challenges to be overcome before they become serious competition to east Asian shipbuilders
June spike in LA imports belies bearish outlook on second half
Enjoy the good times while they last. That’s the view on record import numbers in Los Angeles in June that are expected to peak in July. It’s all downhill after that, courtesy of Trump’s tariffs, according to current forecasts
The week in charts: Philippines orders crews to avoid high-risk areas | Panama Canal transits still below pre-drought levels | Vehicle carrier markets buoyant
Traffic through the Bab el Mandeb continues as normal, despite two ships being sunk last week; Average Panama Canal transits per day flat in June versus May with numbers down 14% versus June 2022, prior to drought; Strong car exports from China and continued Suez Canal diversions have helped to keep freight rates and charter rates relatively high
The week in newbuildings: Japan’s Itochu orders first ammonia bunkering vessel
One ammonia bunkering vessel, a cable layer, one VLCC, two bulkers and six boxships ordered in past week
Stocks off to strong start in July as dry bulk and VLGC rates rise
A combination of improving rates and external catalysts has given shipping-stock sentiment a lift in the early days of summer. It could be just a blip, or the start of something more
Panama Canal has plenty of water but transits still below pre-drought levels
Water levels are high and are expected to remain so, and the Panama Canal has posted a strong recovery from its drought lows. Nevertheless, its transit slots are not fully booked
Peak season may have already peaked as Trump tariffs darken outlook
The main effect of Trump’s tariffs on container shipping in the first half was on timing — frontloading and pauses. During the second half, tariff impacts could be increasingly negative for volumes
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Latest From Ports and Logistics
Slim newbuilding orderbook to benefit ro-ro cargoship sector
Only four ro-ro cargoship newbuildings have been ordered in 2025, including three 1,800 lm ships for Japanese coastal trades
Traffic to damaged Houthi-held Hodeidah and Saleef ports halts following Israeli air strikes
Satellite imagery suggests heavy damage to the docks in the ports of Hodeidah and Saleef, both previously damaged in air strikes in May
The week in charts: Philippines orders crews to avoid high-risk areas | Panama Canal transits still below pre-drought levels | Vehicle carrier markets buoyant
Traffic through the Bab el Mandeb continues as normal, despite two ships being sunk last week; Average Panama Canal transits per day flat in June versus May with numbers down 14% versus June 2022, prior to drought; Strong car exports from China and continued Suez Canal diversions have helped to keep freight rates and charter rates relatively high
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
Red Sea traffic remains unchanged by resurgent Houthi attacks
There were 244 transits through the Bab el Mandeb last week, up from 232 the week prior
India seeks shipbuilding renaissance despite reputational hangover
Indian shipyards have numerous challenges to be overcome before they become serious competition to east Asian shipbuilders
South Korea to commence full-scale shipbuilding collaboration with the US
The government has admitted that the US wants South Korea to join forces with them to counter China in shipbuilding
LNG bunkering surges in Shanghai and Shenzhen in first half as Singapore falters
More LNG-powered ships are coming, driving urgent demand for expanded bunkering capacity
June spike in LA imports belies bearish outlook on second half
Enjoy the good times while they last. That’s the view on record import numbers in Los Angeles in June that are expected to peak in July. It’s all downhill after that, courtesy of Trump’s tariffs, according to current forecasts
The week in charts: Philippines orders crews to avoid high-risk areas | Panama Canal transits still below pre-drought levels | Vehicle carrier markets buoyant
Traffic through the Bab el Mandeb continues as normal, despite two ships being sunk last week; Average Panama Canal transits per day flat in June versus May with numbers down 14% versus June 2022, prior to drought; Strong car exports from China and continued Suez Canal diversions have helped to keep freight rates and charter rates relatively high
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