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Containers Geopolitics Dry Bulk

New trade war salvos offer rate respite before demand dives

  • Proposed US charges on ships built in China and its operators could force fleet shifts, creating a two-tier market favouring non-Chinese vessels
  • Tariffs and fees could raise freight rates, disrupt supply chains, and divert shipments to ports outside of the US
  • US tariffs echo the 1930 Smoot-Hawley Act, escalating trade risk, slowing global growth and worsening demand outlook

  • Analysis

Inefficiency caused by external shocks have sustained the strength of freight markets in recent years, but can chaos always be a ladder for shipping?

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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