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Trump victory could spur sweeping changes for tariffs and sanctions

Donald Trump’s second presidential term could alter the landscape for global shipping. Higher tariffs could curb container volumes after an initial demand spike. On the sanctions front, tanker shipping could take a hit if restrictions on Russia are reduced

Containers Geopolitics

 

 

 

 

Analysis and Comment

 

Why shipping should be training for an ultra-marathon

Lloyd’s List’s editor-in-chief Richard Meade takes a more practical look at shipping’s alternative fuel future, and highlights the scale of the decarbonisation mountain the industry is gearing up to climb

Lloyd’s List Podcast Sustainability Fuels

One Hundred Ports 2024

The world’s premier container ports chalked up a second successive year of muted volume growth during 2023, in a 12-month period ending with contrasting fortunes for the leading export and import hubs. Yet one core theme remained from the previous year. Once again it was the Chinese majors and ports in the Middle East where the lead share of growth was concentrated. Click here to view the full report

 

Manzanillo, Mexico: major gateway for Chinese goods circumventing US tariffs
One Hundred Ports: Shifting port calls reveal difficulty in cutting Chinese box reliance

During the first half of this year, direct boxship calls from China to the US rebounded, while those to Mexico, Vietnam and India also increased; however, calls to Russia dropped sharply

Rotterdam containers aerial view
One Hundred Ports: Red Sea uncertainty clouds port outlook

Analysts pinpoint developments in the Red Sea as the underlying determinant for the prospects of the global port sector in the second half of 2024. Yet while much will hinge on how the situation in the Middle East pans out, the prospect of strikes on the US east coast, or a second Trump term, could swing fortunes too

One Hundred Ports: Box ports tread water as the ‘tepid 20s’ persist

A second successive year of subdued volume growth is seen by the global container port sector as the industry settles into post-pandemic norms

Long Beach and Charleston ports composite image
One Hundred Ports: The saga of America’s east vs west coast rivalry

The market share of US west coast ports versus US east and US Gulf coast ports has fluctuated over recent years, swayed by Covid-era demand, fears of labour unrest on various coasts, the drought in the Panama Canal and the Houthi attacks in the Red Sea

 

The Lloyd’s List Podcast

  

 




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