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The View

Lloyd's List's weekly view on the big issues impacting and shaping shipping, providing timely insight and thought-provoking opinion

Is the shadow fleet heading for a market downturn?

The shadow fleet have had a profitable run over the past few years, but nascent overcapacity and a potentially significant shift in transatlantic enforcement will be weighing heavily on their prospects during 2026

Sanctions Lloyd List - The View
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Parting of the ways on the Red Sea

NYK’s reluctance is understandable. But owners will be back sooner rather than later

Red Sea Risk Lloyd List - The View
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Does a return to Suez even matter?

So much tonnage is going to hit the water in the next couple of years, dragging out a Red Sea return is unlikely to be enough to stave off market decline

Red Sea Risk Containers
FREE TO READ

Cranes on Mogadishu’s skyline prove there is an alternative to piracy

Things are looking up in Somalia. But the West needs to make sure hope wins big

Piracy and Security Lloyd List - The View
FREE TO READ

Suppression is not the same as eradication

An attempted hijacking or kidnap on Hellas Aphrodite ultimately failed, and shipping’s best management practices worked, but this problem isn’t going away

Piracy and Security Lloyd List - The View
FREE TO READ

Trump’s Spinal Tap moment is a positive for shipping

The case for free trade needs to be made ‘one louder’

Containers Lloyd List - The View
FREE TO READ

Shipping must quickly adapt to the new world order

Tempers are frayed among officials and industry leaders alike

Decarbonisation Lloyd List - The View
FREE TO READ

Why a modern tech-enabled maritime hub requires a back-to-basics approach

This week the shipping industry has been wondering how they make London great again. The answers may not be that complicated

Regulation Lloyd List - The View
FREE TO READ

LNG doesn’t need the IMO’s help

Pragmatism is called for when writing the rules. That doesn’t mean rigging them to help fossil fuels

Decarbonisation Lloyd List - The View
FREE TO READ

Risk appetites are relative in shipping. Due diligence should not be

An inclination to skirt rules in shipping is partly a question of regulatory consistency but also down to dramatically diverging perceptions of risk

Sanctions Risk and Compliance
FREE TO READ

Don’t let Russia normalise maritime trade with occupied Ukraine

Even if you can legally take the bookings, the moral imperative is clear: keep your ships away

Ukraine crisis Lloyd List - The View
FREE TO READ

Make sanctions consistent again

If Western governments are going to tie shipowners’ hands behind their backs, at least make the playbook clear and congruous

Sanctions Lloyd List - The View
FREE TO READ

From here to Eternity C

However much a booking pays, it might not be enough

Red Sea Risk Piracy and Security
FREE TO READ

Refusing ports of refuge is NIMBYism at sea

If littoral states aren’t bound to offer ships assistance, they won’t do so

Safety Casualty

Russia sanctions: try, try and try again

After 17 previous goes, Brussels may even be starting to get things right

Sanctions Lloyd List - The View
FREE TO READ

Eternity C: when war risk insurers don’t face the music and dance

Sorry, shipowners, but underwriters do have the right to decline cover

Red Sea Risk Lloyd List - The View
FREE TO READ

Some ‘false flags’ are literally just that

Bogus registries have no more validity than forged passports and should be treated the same way

Sanctions Law
FREE TO READ

A week is a long time in politics, Middle East edition

After the last few days of craziness, shipowners and marine insurers have earned their Friday evening after-work drink

Red Sea Risk Lloyd List - The View
FREE TO READ

Israel-Iran: seatrade flows even as the bombs fly

Tanker spot rates doubled, premiums for Israel port calls up threefold. And hundreds dead

Red Sea Risk Lloyd List - The View

Ukraine’s ongoing agony could alter the face of shipping forever

Three years after the Russian invasion, many of the subsequent changes to our industry look set to become permanent

Ukraine crisis Lloyd List - The View

Tariff fallout not here yet — but it’s coming

Bookings data and liner company reports confirm that US imports are falling fast as a result of Trump’s tariffs. The US stock market is behaving as if the inevitable economic damage will somehow be averted

Containers Lloyd List - The View
FREE TO READ

US port fees: Two out of three ain’t bad

The second version of the USTR proposals is still unfair and stupid. But not necessarily unworkable

Containers Lloyd List - The View

After Trump’s first 100 days, shipping can see the outlines of the next 1,000

US-flag tonnage is already more protected than its equivalent in any other rich country. It’s just about to get more protected still

Regulation Lloyd List - The View
FREE TO READ

MEPC83: A faltering step towards net zero

As a feat of diplomacy, the IMO’s agreement on climate is remarkable. As a workable policy for shipping it still leaves much to be desired

Decarbonisation Lloyd List - The View

Trump, trade and tragicomedy

US imports will be slammed by historically severe tariffs, and US exports by retaliatory tariffs. Then, unless sanity prevails, the Trump administration will hammer both trades with port fees

Containers Lloyd List - The View

What shipping can learn from Kipling

Lee Hsien Loong’s speech to Singapore Shipping Week warned the industry of a return to the law of the jungle. And rightly so

Red Sea Risk Ukraine crisis

Why you should worry about boring IMO debates

Shipping is getting climate regulations whatever happens at IMO. It should care about whether they actually work

Decarbonisation Lloyd List - The View

The Art of the Deal is striving for win-win. Extortionate port fees would be lose-lose

The industry is utterly dependent on China-built tonnage and nothing is going to change that overnight

Containers Political Risk and Trade
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