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
Shipping stocks in the firing line as Trump tariff threats mount
The drumbeat of tariff announcements out of the US is weighing on the entire stock market, including shipping equities. Ocean transport demand is driven by global economic growth. The concern is that a US-induced trade war would stifle that growth
‘The establishment, verification and use of management systems are spot on for use of AI’ says Rina digital head
Lars Riisberg is the CEO of Rina Digital Solutions and was formerly CEO of Logimatic Solutions, which was acquired by Rina in 2021 to expand its digital capabilities. He has been involved in AI for more than 35 years and in this sponsored podcast he describes the relationships between data and AI-based applications
Spotlight
US port fees could ‘cripple’ Caribbean, force islands to buy more from China
The Caribbean offers a case study in the severe unintended consequences of the US port fee plan. This market is uniquely vulnerable to fallout. Businesses in the islands are already exploring replacement options for US exports
Greek flag continues to sink despite new digital platform
Despite maintaining its image for safety and prestige, the country’s flag is continuing to lose ground and now accounts for just 13.8% of Greek shipping, according to latest statistics
Is European shipping heading for a renaissance, or an existential crisis?
Lloyd’s List editor-in-chief Richard Meade asks two experts about the future of European shipping as it sits at a crossroads
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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