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

Let go of Unclos and we may never get freedom of navigation back
You might just miss the rules once they are gone

Yes, a tariff war would matter for shipping
Clerc and Habben Jansen are right to warn against an immediate Chicken Licken response. But just because the sky isn’t falling yet doesn’t mean it couldn’t

Seizing the Panama Canal again would be Operation Bad Idea
A second military intervention would be detrimental to shipping, not to mention the US economy

Good news from Gaza, but shipping needs to wait and see
Hope for the best, prepare for the worst, and be unsurprised by anything in between

The IMO should adopt a carbon levy
The IMO is building towards majority support for a flat carbon levy on shipping’s greenhouse gas emissions. Countries should follow the science and vote it into law

Shipping can help rebuild Syria
Two cheers at best for developments in Damascus

Lloyd’s List Outlook Forum: shipping’s superior talking shop
From geopolitics to climate change and sanctions, this year’s Lloyd’s List Outlook Forum focused on the big issues

Russia sanctions won’t disappear overnight
Western shipowners and underwriters may have to kiss goodbye to a once-lucrative revenue stream for the medium to long term

Has Denmark challenged the right of innocent passage? Watch Yi Peng 3 to find out
The swift and aggressive response to Yi Peng 3 is insightful and suggests a co-ordinated decision by Nato allies

One year after the Galaxy Leader hijack, it’s time to free the crew
Future of car carrier and those on board need not rest on settlement to Gaza war

Trump 2.0 will be bad for shipping
There was no reason to believe America’s heartland would give the fortunes of our industry a second thought last Tuesday. And guess what? It didn’t

France shouldn’t tax CMA CGM unfairly
Asking the boxship giant to pay its way is one thing. Singling it out for a fiscal punishment beating is another

Marine insurance is there for when the ship hits the span
Accountants book prepaid premiums as an asset. And there’s a reason for that

The dark fleet is a wicked problem for marine insurance
There is no obvious answer for the dilemmas that arise when fixed-premium providers of unknown financial standing purport to cover for tankers carrying Russian crude

Will it take a ‘Prestige’ moment to tackle the dark fleet threat?
The dark fleet poses a threat to shipping safety, but it may take a big, messy and very public European disaster to get that threat on to the political radar

Shipping’s decarbonisation policy still requires a strong narrative to fly with all governments
The fact that a majority of governments now back a carbon levy for shipping is not enough. To create a global policy architecture to decarbonise the maritime sector will require a strong story to sell domestically and internationally

America’s next big traffic jam is nigh. Who is to blame?
More than 100 containerships were stuck off east and Gulf coast ports in autumn 2022 amid the supply chain crisis. These ship queues will return if the ILA goes on strike next week — and the blame game will begin

IUMI Berlin: We can be heroes, just for four days
Keeping trade flowing is a moral endeavour, and shipping’s insurers deserve credit

Sounion: shipping gets away with it again
Moral culpability for this casualty rests with the damn fools crazy enough deliberately to set a suezmax on fire. But television audiences might not have seen things like that

Yemen’s twisted firestarters will go it alone
The Houthis like to paint themselves as the legitimate government of Yemen. Legitimate governments do not typically run the risk devastating oil spills

Red Sea transits risk crew lives as well as ships
If anything has to take a hit, let it be a company’s bottom line rather than its seafarers

Shipping is still stymied by economic and environmental uncertainty
As Maersk U-turns on LNG and methanol projects fold, the industry is asking what has changed. This is about the inherent uncertainty and nervousness in an industry that still does not have any confidence in what happens next and is defaulting to lowest cost and optionality as a default

Marine insurers in London must come clean on Ceres I dark fleet disaster
Lloyd’s-backed insurers have failed to answer questions over whether they provided cover for a 25-year-old, hit-and-run tanker, a dark fleet poster child intercepted by Malaysian authorities as it fled the scene of a collision and is now detained

Green hydrogen is a Catch-22 for shipping
Holy grails are wonderful things. But as anyone who has read The Da Vinci Code knows, they can be that little bit hard to find

Congratulations on re-election, Ms von der Leyen. Now cut red tape and push free trade
With the right policies, the EU can stay in the game

Shipping safety has become a casualty of economic sanctions
It was never the intention of economic sanctions to undermine shipping safety, but that has been the result. Politicians are keen to halt the trail of dirty money leaking from dark fleet tankers. But where is their plan to stop clapped out ships leaking noxious cargoes onto European coastlines?

French yoghurt is not a strategic industry. French shipping is
Liberté and fraternité necessarily entail égalité with other EU jurisdictions

Politicians’ stormy love affair with shipbuilding enters new phase
Shipowners, particularly those in the commodity shipping sectors, are being tempted by relatively low prices and the fear of missing out to order new ships. Many of the shipyards benefiting from this spending spree are recipients of some form of state aid

Stop trying to make future fuels not happen
The debate on measures already agreed is not going to be reopened, whatever certain shipowners were telling themselves at Posidonia this week

LOF on life-support: salvors — and owners — need more than this
It is long past time for salvors and underwriters to grasp the truth that they serve the same client, not to mention serving the same overriding cause: protecting life, property and the environment

Wall Street may be overvalued. That doesn’t mean shipping equities are
Industry stocks have been hitting it out of the park for a couple of years. They may just go higher still

Ships should not be attacked on the basis of an owner’s passport
The Houthis have no business launching missiles at ships at all, let alone singling out Mediterranean Shipping Co because one of its shareholders is an Israeli national
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