Ten trends that will shape the shipping industry in 2025 and beyond
Carbon regulation and Trump 2.0 are the obvious factors on which everyone is focused for 2025 — but don’t discount the impact of transparency, Africa, asset prices and AI next year
Top Stories
Daily Briefing 20 January 2025
USTR investigation concludes China unfairly dominates shipbuilding and shipping | Cansi rebuts US allegations against Chinese shipbuilding and warns of trade disruption | Good news from Gaza, but shipping needs to wait and see
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Spotlight
Cansi rebuts US allegations against Chinese shipbuilding and warns of trade disruption
China’s national shipbuilding association has strongly rejected US allegations of unfair competition, warning of disruptions to global trade and shipping decarbonisation
Shipowners need to prove causal link before invoking force majeure, WFW warns
Future cases could hinge on whether courts deem consequence of climate change or tariffs imposed by politicians elected on pro-tariff platforms ‘unforeseeable’
What to look out for in 2025
Lloyd’s List’s editorial team gives you a head start for 2025 by discussing the most important things to look out for next year in their field
Annual Outlook 2025
Carbon regulation and Trump 2.0 are the obvious factors that everyone is focussed on for 2025, but don’t discount the impact of transparency, Africa, asset prices and AI next year. Click here to view the full report
Containers: Trump tariffs, strike potential and alliance shake-up feeds anxiety
2025 opens with the prospect of industrial action at US east and Gulf coast ports, plus the Trump factor and fresh alliance schedules bringing a new wave of uncertainty to the sector
Tankers: Market braces for further volatility, supply shocks in 2025
Western regulators are to step up sanctions enforcement on Russia and Iran, having already designated more than 200 vessels in 2024 as a bifurcated energy commodities market was firmly established
Dry bulk: Tighter supply to balance demand drop-offs
On a positive note, restrained fleet growth combined with slower sailing speeds and greater recycling, prompted by weaker rates and coming emissions regulations, will prevent 2025 from being a true annus horribilis
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