Global Shipping

Institutional trading report: sanctions pressure and Red Sea insecurity keep markets on hold

Friday, 21 November 2025 5:50PM UTC

Institutional Trading Report: Sanctions pressure and Red Sea insecurity keep markets on hold

Executive Summary Key Takeaways • Aggregate sentiment is strongly negative (internal score -7.29) with moderate measured risk (45.6/100). • Opportunity is weak (21.0/100) while momentum is sharply negative (-1.0), producing a downward directional bias. • Volatility is elevated (normalised to 1.0) and confidence is moderate (0.60) based on 320 evidence items. • Rising thematic attention is concentrated on sanctions/shadow-fleet, Red Sea security and reopening, port fees/trade policy, LNG/bunkering and shipbuilding; AI in logistics is emergent. • The model therefore issues a mid-strength 'hold' recommendation (≈48/100), flagging close monitoring rather than immediate de-risking or aggressive repositioning.

Full Explainer Across the dataset, the integrated signal set points to a deeply negative tone, with overall sentiment at -7.29 on the internal scale, moderate aggregate risk at 45.6/100, and weak opportunity at 21.0/100. Momentum is strongly negative (-1.0), indicating a clear downward directional bias in forward-looking signals, while volatility is elevated (normalised to 1.0), tempering conviction despite a moderate confidence score of 0.60 supported by 320 evidence items.

Forward signals are most concentrated in themes around freight-rate and sanctions dynamics, security on key trade lanes, and evolving regulatory frameworks. Rising momentum is strongest in 'sanctions_and_shadow_fleet', 'shipbuilding_and_orderbook', 'LNG_market_and_bunkering', 'port_fees_and_trade_policy', 'Red_Sea_security_and_reopening' and emerging 'AI_in_logistics_and_chartering', while 'geopolitical_risk', 'port_congestion_and_performance', 'decarbonisation_and_IMO' and 'maritime_security_and_piracy' remain structurally important but directionally stable. On the entity side, attention is rising around 'China', 'Russia', 'Houthi / Red Sea', 'Tankers / VLCC' and 'LNG / LNG carriers', with the 'United States', the 'Red Sea / Suez Canal' corridor and 'Container carriers' providing a stable baseline of reference.

Because negative sentiment and falling momentum are not paired with extreme risk scores or very low confidence, the model’s trading logic resolves to a 'hold' signal with moderate strength (c.48 on a 0–100 scale). In other words, the forward indicators highlight a deteriorating but still manageable environment in which existing exposures are flagged for close monitoring rather than immediate de-risking or aggressive repositioning.

The market tone embedded in the dataset is distinctly risk-averse. The aggregate sentiment score of -7.29 is strongly negative, yet it co-exists with only mid-range quantified risk at 45.6/100 and a normalised volatility reading of 1.0, signalling a fragmented and unsettled backdrop. The moderate confidence score of 0.60, built on 320 evidence items, indicates that while the signal is statistically well supported, dispersion across inputs prevents a higher conviction rating.

Momentum is uniformly negative, with the composite momentum metric at -1.0 and an 'overall_direction' of 'falling'. The small but positive acceleration_rate of 0.0167, combined with period-over-period changes of 0, -36, -0.05 and -0.1, suggests an initial sharp deterioration followed by a sequence of smaller incremental declines rather than a stabilising rebound. The identified 'period_3_4_opportunity_inflection' points to a short-lived improvement in opportunity that was insufficient to reverse the prevailing downtrend.

Regulatory forces are a central part of this context. The strongest mapped pressures arise from 'US_port_fees' and 'China_port_fees', reinforced by 'EU_sanctions_on_Russia'. Structural climate and trade policy drivers such as 'IMO_net_zero' and 'EU_CBAM' are present but lower-intensity, indicating that decarbonisation and border-adjustment regimes are shaping the background operating environment rather than acting as the dominant near-term shock.

On the structural side, supply-chain stresses are concentrated in 'rerouting_and_longer_voyages' and 'port_capacity_and_congestion', with additional sensitivity to 'blank_sailings_and_capacity_management' and 'nearshoring_and_trade_lane_shift'. Demand-side and macro factors, 'tariffs_and_trade_policy', 'energy_market_shifts' and 'global_demand_weakness', underline that the signal set is not purely operational, but also reflects softer underlying trade and energy conditions. Defence-related factors, captured through 'naval_deployments_and_responses' and 'piracy_and_private_security', are present at lower intensity but interact with maritime security themes.

Rising themes provide the clearest forward signals in the dataset. 'sanctions_and_shadow_fleet' and 'shipbuilding_and_orderbook' show both high thematic weight and rising momentum, indicating sustained attention on how sanctions enforcement and fleet composition may reshape future trade patterns and capacity. 'LNG_market_and_bunkering', 'port_fees_and_trade_policy' and 'Red_Sea_security_and_reopening' also register as rising, pointing to a growing focus on fuel dynamics, cost pass-through mechanisms and the security and reopening trajectory of a key chokepoint. 'AI_in_logistics_and_chartering' is smaller in absolute weight but stands out as an emergent efficiency and compliance theme.

In contrast, no themes are explicitly classified as falling; instead, several structurally important topics remain directionally stable. 'geopolitical_risk', 'port_congestion_and_performance', 'decarbonisation_and_IMO' and 'maritime_security_and_piracy' continue to carry significant weight without a clear acceleration either higher or lower, suggesting that they are now embedded as baseline conditions rather than incremental shock drivers. Unclassified themes such as 'freight_rate_volatility' and 'container_rate_decline_and_oversupply' likewise appear as persistent concerns rather than areas where sentiment is clearly improving or deteriorating on the latest readings.

Multi-period dynamics reinforce this picture. The large negative shift early in the period and subsequent smaller declines, together with the falling overall_direction, indicate that the main adjustment in expectations has already occurred and is now being refined at the margin. The momentum_ladder places rising sanctions-, security- and trade-policy-related themes at the top, followed by a dense cluster of stable but high-weight topics such as 'freight_rate_volatility', 'geopolitical_risk' and 'port_congestion_and_performance'. The absence of clearly falling themes means that, for now, the dataset points to a repricing around entrenched risks and constraints rather than to a broad-based normalisation.

Risk exposure in this signal set is concentrated in three composite categories: 'geopolitical_and_route_disruption_risk' (22.85), 'sanctions_enforcement_and_shadow_fleet_risk' (21.63) and 'market_oversupply_and_freight_decline_risk' (21.05). These are complemented by material but secondary contributions from 'regulatory_fragmentation_and_trade_policy_risk' (14.24) and 'operational_port_disruption_and_congestion_risk' (13.40), with 'piracy_and_local_security_risk' forming a smaller but non-negligible tail. The pattern indicates that route stability, sanctions compliance and demand–supply balance in freight markets are the key forward-looking vulnerabilities.

Upside potential is more selective and tends to sit in adaptation themes rather than in broad cyclic strength. Rising attention around 'LNG_market_and_bunkering' and 'shipbuilding_and_orderbook' suggests that opportunities cluster in areas that can benefit from changes in fuel usage, fleet renewal and evolving trade lanes. At the margin, 'AI_in_logistics_and_chartering' and 'AI_for_sanctions_detection' point to efficiency and compliance technologies as niche areas of potential upside within an otherwise cautious backdrop.

Vulnerabilities arise where negative overall momentum intersects with high-risk categories. The combination of falling aggregate momentum, weak opportunity (21.0/100) and elevated 'market_oversupply_and_freight_decline_risk' underscores sensitivity in segments exposed to excess capacity and softer freight demand, including themes such as 'freight_rate_volatility' and 'container_rate_decline_and_oversupply'. Similarly, the pairing of 'sanctions_enforcement_and_shadow_fleet_risk' with rising 'sanctions_and_shadow_fleet' attention highlights potential pressure points for actors reliant on opaque or high-risk routing and ownership structures.

Operationally, the supply_chain_map shows that 'rerouting_and_longer_voyages' and 'port_capacity_and_congestion' are the dominant sensitivities, amplified by 'blank_sailings_and_capacity_management', 'nearshoring_and_trade_lane_shift', 'inventory_and_frontloading' and pockets of 'US_imports_and_domestic_freight_contraction'. These are overlaid by defence- and security-related factors such as 'naval_deployments_and_responses' and 'piracy_and_private_security', particularly around the 'Red Sea / Suez Canal' and 'Somalia / Indian Ocean' regions, where security-driven disruptions can compound existing logistical and regulatory stresses.

From a strategic standpoint, the strong negative momentum and low opportunity score argue against aggressively increasing exposure to the broad complex, yet the pattern of rising themes points to where relative resilience and future optionality may lie. Within the model, areas linked to 'LNG_market_and_bunkering', 'shipbuilding_and_orderbook' and 'AI_in_logistics_and_chartering' combine rising thematic momentum with comparatively constructive forward narratives, supporting a relative overweight stance in adaptation- and efficiency-focused segments, subject to idiosyncratic risk assessment.

Conversely, themes associated with high composite risk and entrenched negative tone are candidates for relative underweight. The prominence of 'sanctions_and_shadow_fleet', together with 'sanctions_enforcement_and_shadow_fleet_risk', points to elevated enforcement and compliance uncertainty, while 'market_oversupply_and_freight_decline_risk' and 'freight_rate_volatility' flag structural pressure in oversupplied freight segments. In combination with stable but sizeable 'geopolitical_risk' and 'port_congestion_and_performance' signals, this tilts the model away from highly leveraged exposure to the most disruption-prone routes and asset classes.

Time-horizon sensitivity is shaped by the modest acceleration_rate (0.0167) and the recency-weighted construction of the signal set, which together indicate that conditions are deteriorating but not yet in a phase of rapid regime change; the signals are therefore most informative for near- to medium-term positioning and risk budgeting rather than for very long-term structural calls. Policy and regulatory drivers, 'US_port_fees', 'China_port_fees', 'EU_sanctions_on_Russia', 'IMO_net_zero' and 'EU_CBAM', and structural bottlenecks in 'rerouting_and_longer_voyages' and 'port_capacity_and_congestion' should be treated as persistent constraints around which strategy is optimised, rather than transient factors likely to dissipate quickly.

Market Context • The dataset reflects a risk-averse market: strong negative sentiment (-7.29) co-existing with mid-range quantified risk (45.6/100) and normalised high volatility (1.0). • Momentum is uniformly negative (composite -1.0; overall_direction: falling) with a modest positive acceleration_rate (0.0167) and a multi-period pattern of a sharp initial deterioration followed by incremental declines. • Regulatory and policy pressures are prominent: US and China port fees and EU sanctions on Russia are meaningful near-term drivers; IMO and CBAM remain background structural influences. • Supply-chain stress is concentrated in rerouting and longer voyages and port capacity/congestion, amplified by blank sailings and nearshoring shifts. • Geographic intensity is highest for the United States and China/South China Sea, with the Red Sea/Suez corridor and Europe also materially active.

The market tone embedded in the dataset is distinctly risk-averse, with negative sentiment, falling momentum and elevated volatility.

Recent policy actions and industry analysis underline the interaction between sanctions and route choices: Western measures against Russian energy firms have forced Lukoil's trading arm into wind-down, while the Suez Canal Authority and IMO are working to encourage a gradual return of traffic as security stabilises. At the same time, Sea-Intelligence estimates that re-routing via the Cape is currently tying up around 2.1m TEU of capacity – about 6.5% of the global fleet – implying that any durable Red Sea re-opening would materially reshape effective supply and port workloads.

Trend Analysis • Rising themes: sanctions_and_shadow_fleet, shipbuilding_and_orderbook, LNG_market_and_bunkering, port_fees_and_trade_policy, Red_Sea_security_and_reopening and AI_in_logistics_and_chartering. • No explicit falling themes were identified; several high-weight topics remain directionally stable (geopolitical_risk, port_congestion_and_performance, decarbonisation_and_IMO, maritime_security_and_piracy). • Momentum ladder places sanctions and shipbuilding at the top, followed by LNG, port-fees and Red Sea reopening; freight-rate_volatility remains a persistent concern. • Multi-period dynamics show a large early-period decline followed by smaller degradations; the main repricing has occurred and further changes are marginal.

Forward-looking momentum is concentrated in sanctions/shadow-fleet and Red Sea/security-related themes, while several core risk topics remain stable; overall momentum is falling.

Exposure Assessment • Principal exposure concentrations are geopolitical_and_route_disruption_risk (22.85), sanctions_enforcement_and_shadow_fleet_risk (21.63) and market_oversupply_and_freight_decline_risk (21.05). • Upside is selective: adaptation themes (LNG/bunkering, shipbuilding/orderbook) and efficiency/compliance tech (AI_in_logistics_and_chartering, AI_for_sanctions_detection) show limited opportunity. • Vulnerabilities are highest where falling momentum intersects with oversupply and freight-rate pressure (container_rate_decline_and_oversupply, freight_rate_volatility). • Operational sensitivities cluster on rerouting_and_longer_voyages and port_capacity_and_congestion, which are amplified by security-driven disruptions in the Red Sea/Suez and Somalia/Indian Ocean corridors.

Risk exposure is concentrated in three composite categories, route disruption, sanctions/shadow-fleet enforcement, and market oversupply/freight decline, while opportunities are narrow and adaptation-focused.

Strategic Implications • Given strong negative momentum and weak opportunity, avoid broad increases in exposure; favour monitoring and selective allocation adjustments rather than aggressive reweighting. • Relative overweight potential sits with adaptation and resilience themes (LNG_market_and_bunkering, shipbuilding_and_orderbook, AI_in_logistics_and_chartering) after idiosyncratic risk checks. • Relative underweight candidates include disruption-prone, oversupplied freight segments and entities heavily exposed to sanctions/opaque ownership structures. • Time-horizon sensitivity: signals are most informative for near- to medium-term positioning due to modest acceleration and recency-weighted construction. • Persistent policy/regulatory drivers and structural bottlenecks should be treated as constraints around which strategies are optimised.

Adopt a cautious, monitoring-first stance; favour targeted overweight in adaptation/efficiency themes and relative underweight for disruption- and oversupply-prone exposures, focusing on near- to medium-term positioning.

Core Analytics

Signal	Score	Range	Interpretation
Sentiment	-7.29	-1 to 1	Negative
Risk	45.6	0-100	Moderate
Opportunity	21.0	0-100	Weak
Momentum	-1.0	-1 to +1	Decelerating
Volatility	1.0	0-1	High

Rank	Theme	Momentum	Direction	Change
1	sanctions_and_shadow_fleet	1.0	↑↑	n/a
2	shipbuilding_and_orderbook	1.0	↑↑	n/a
3	LNG_market_and_bunkering	1.0	↑↑	n/a
4	port_fees_and_trade_policy	1.0	↑↑	n/a
5	Red_Sea_security_and_reopening	1.0	↑↑	n/a
6	AI_in_logistics_and_chartering	1.0	↑↑	n/a
7	freight_rate_volatility	0.0	→	n/a
8	geopolitical_risk	0.0	→	n/a
9	port_congestion_and_performance	0.0	→	n/a
10	maritime_security_and_piracy	0.0	→	n/a
11	decarbonisation_and_IMO	0.0	→	n/a
12	container_rate_decline_and_oversupply	0.0	→	n/a
13	AI_for_sanctions_detection	0.0	→	n/a

Entity Performance

Entity	Sentiment	Trend
China	Positive	Rising
Russia	Positive	Rising
Houthi / Red Sea	Positive	Rising
Tankers / VLCC	Positive	Rising

Theme Movement

Theme	Current Weight	Prior Weight	Delta	Interpretation
sanctions_and_shadow_fleet	13.33	n/a	n/a	Accelerating
shipbuilding_and_orderbook	12.85	n/a	n/a	Accelerating
LNG_market_and_bunkering	7.89	n/a	n/a	Accelerating
port_fees_and_trade_policy	7.18	n/a	n/a	Accelerating
Red_Sea_security_and_reopening	7.10	n/a	n/a	Accelerating
AI_in_logistics_and_chartering	0.93	n/a	n/a	Accelerating

Geographic Distribution

Region	Activity	Sentiment	Risk Level
United States	High (7.44)	n/a	n/a
China / South China Sea	High (6.20)	n/a	n/a
Red Sea / Suez Canal	Medium (5.42)	n/a	n/a
Europe / EU	Medium (4.65)	n/a	n/a
India / Asia	Low (3.72)	n/a	n/a
Somalia / Indian Ocean	Low (1.24)	n/a	n/a

Trading Signal Breakdown

Signal Component	Value	Weight	Contribution
Sentiment	Negative	30%	n/a
Momentum	Strong negative	25%	n/a
Risk-Adjusted	Moderately unfavourable	45%	n/a
TOTAL	hold	100%	n/a

External Context These external findings support maintaining a cautious 'hold' stance, as they validate the prominence of sanctions, Red Sea security and freight-rate volatility already embedded in the internal signal set. They do not provide a sufficiently clear or one-sided near-term price trend in the key entities to justify upgrading the recommendation to a more directional 'buy' or 'sell' call.

Report Generated: 2025-11-21 Noah Wire Services

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https://www.seatrade-maritime.com/containers/top-maritime-news-stories-for-week-ended-7-november - * Red Sea security situation improves with de-escalation of threats from Houthi and Gaza conflicts * Suez Canal Authority encourages more transits following renewed interest from CMA CGM and MSC * Somali piracy incidents involving chemical tanker Stolt Sagaland and Maltese tanker Hellas Aphrodite lead to ongoing naval response
https://www.freightwaves.com/news/tariffs-torching-u-s-container-imports-analyst - * U.S. container imports through major ports forecasted to fall in September, linked to China tariffs * August inbound volumes slightly exceeded 2024 levels, driven by pre-season shipping pushes * Ongoing trade tensions and economic uncertainties are expected to weaken container traffic for the rest of 2024
https://fullavantenews.com/improving-us-imports-tariffs-global-trade-growth/ - * U.S. import volumes year-on-year decline by approximately 2% in 2024, with further contraction predicted for 2025 * Other global trade lanes, particularly in Asia and Africa, experience growth of 2.5% to 3.5%, driven by Asian exports * Red Sea crisis significantly reduces Suez Canal transits by nearly 90%; rerouting via Cape Good Hope increases demand temporarily
https://mfame.guru/tariffs-conflicts-fuel-major-volatility-in-shipping-un-trade-agency/ - * UNCTAD predicts a 0.5% overall maritime trade growth in 2025, with 1.4% for container trade. * Trade tensions, tariffs, and conflicts in the Black Sea and Red Sea disrupt shipping routes. * Route lengthening indicates strategic shifts; sector faces increased operational risks and longer transit times.
https://en.protothema.gr/2025/11/07/upward-momentum-for-lng-higher-activity-in-us-cargoes/ - * October saw a rise in LNG freight rates, particularly in the Atlantic, driven by increased US exports * European sanctions and winter demand contributed to higher activity, while Asia's imports remained subdued * Global LNG trade growth is expected to rebound in 2026 with new liquefaction projects increasing supply
https://www.seatrade-maritime.com/regulations/top-maritime-news-stories-for-week-ended-26-september - * China begins Arctic container service via Northern Sea Route, reducing emissions but raising environmental concerns. * US Trade Representative’s port fee policy for Chinese vessels to take effect in October, amid implementation confusion. * X-Press Feeders reports operational challenges in Europe with methanol dual-fuel vessels due to EU LNG regulations. * Industry faces regulatory and environmental pressures impacting shipping routes and vessel operations.
https://www.trucknews.com/business-management/economic-trucking-trends-class-8-orders-remain-weak-capacity-contraction-quickens/1003204080/ - * US Class 8 truck orders declined 22% YoY in October, marking the tenth consecutive month of decline. * Capacity contraction is accelerating, with tractor production expected to decrease about 35% in H2 2025. * Carrier optimism about freight volumes increases, but rate recovery remains cautious amid weak spot market rates. * Tariffs and regulatory changes influence supply chain and equipment availability. * Supply chain bottlenecks and freight demand signals impact US logistics and freight markets.
https://insidesmallbusiness.com.au/supply-chain/from-ports-to-prices-unpacking-container-market-trends-in-australia - * Disruptions from Covid-19, Suez Canal blockage, and conflicts have increased shipping costs and container scarcity in Australia * Domestic issues include port strikes, limited competition, and container conversions, impacting availability and prices * Container prices rose significantly in recent years, with stabilisation ongoing, affecting Australian import-export costs
https://www.marinelink.com/news/two-russian-oil-tankers-drop-anchor-sea-532167 - * Two Russian oil tankers, Sikar and Monte 1, have anchored near the Suez Canal due to reduced sales following Western sanctions. * The vessels, carrying approximately 1.5 million barrels of Urals crude, are signs of logistical strain in Russian exports. * Sanctions by US and EU governments aimed at cutting Russia's oil sector are influencing global trade routes and pricing.
https://container-news.com/sea-intelligence-transatlantic-is-poised-for-a-crash/ - * Transatlantic Westbound vessel utilisation expected to sharply decline, according to Sea-Intelligence analysis * Spot rates from Rotterdam to New York reach historic lows, with demand growth turning negative in September 2025 * Shipping capacity deployment is set to increase, likely causing market destabilisation and potential vessel cancellations
https://www.maritimegateway.com/shipping-to-face-an-unforeseen-combination-of-slower-growth-longer-routes-and-rising-costs-according-to-a-un-report/ - * UNCTAD projects global maritime trade growth to slump to 0.5% in 2025, weakest in years * Disruptions from conflicts, sanctions, and climate pressures lead to longer, costlier routes and volatile freight rates * Shipping costs increase impact vulnerable economies and exacerbate global supply chain challenges
https://www.shippingandfreightresource.com/trade-is-steady-but-average-voyage-length-up-9-since-2018-unctad-review-2025/ - * Global seaborne trade increased by 2.2% in 2024, with longer voyages due to Red Sea rerouting. * Fleet expansion supported by post-COVID orders; ageing ships and low recycling rates persist. * Ports face congestion and capacity pressures; digitalisation and connectivity investments are essential. * Regulatory developments include the Hong Kong Convention and discussions on maritime autonomy. * Policy focus on decarbonisation, infrastructure, human capital, and resilient logistics networks.
https://www.marineinsight.com/shipping-news/two-oil-tankers-with-1-5-million-barrels-of-russian-oil-idle-at-sea-amid-sanctions/?utm_source=rss&utm_medium=rss&utm_campaign=two-oil-tankers-with-1-5-million-barrels-of-russian-oil-idle-at-sea-amid-sanctions - * Two tankers carrying 1.5 million barrels of Russian crude have been stationary near the Suez Canal since late October. * Sanctions by the US and EU have targeted Russian oil producers, reducing global export capacity and causing discounts in Asia. * Industry analysts attribute vessel delays to increased export restrictions, affecting global oil supply chains.
https://www.africanews.com/2025/09/25/global-shipping-faces-fragility-as-trade-political-tensions-rise-un/ - * UNCTAD's Review of Maritime Transport 2025 reports a slowdown in seaborne trade volume growth to +0.5% in 2025. * Geopolitical tensions, tariffs, and shipping lane reconfigurations are affecting trade routes and costs. * US and partners implement policies impacting port fees, tariffs, and vessel traffic, potentially disrupting supply chains.
https://www.maritimeanalytica.com/p/10-must-know-insights-from-hapag - * Hapag-Lloyd achieves 90% schedule reliability through Gemini joint network with Maersk. * Company invests in green methanol and retrofitting ships for low-carbon shipping. * Tariff volatility influences transpacific freight rates, with market resilience noted.
https://marcellusdrilling.com/2025/09/mdns-energy-stories-of-interest-thu-sep-25-2025-free-access/ - * The Panama Canal initiates an NGL pipeline project to bypass drought-related disruptions, aiming to increase energy transport efficiency. * Oil prices surge past key levels amid geopolitical tensions and supply concerns, with potential price rises in the $70s. * Iraq resumes Kurdish oil exports, adding to global supply, which may influence oil prices. * US natural gas inventories remain below historic levels, affecting domestic prices and export strategies. * Norway’s gas production increases for a second month, impacting EU energy supply dynamics.
https://tribune.com.pk/story/2568946/houthi-attacks-and-red-sea-shipping-crisis - * Houthis targeting commercial vessels in the Red Sea since November 2023, impacting international shipping and security. * Disruptions have led to rerouting of approximately 586 container vessels and reduction of trade traffic, affecting global supply chains. * The attacks and climate-induced droughts have decreased canal transits, increased fuel consumption, and raised energy prices, with broader geopolitical and environmental consequences.
https://mfame.guru/fleet-flood-or-demand-drought-dry-bulk-faces-a-split/ - * Baltic Exchange analysis forecasts a split in the dry bulk sector in 2026, with some vessel segments experiencing growth and others facing structural challenges. * New fleet capacity, particularly for smaller vessels, is rising sharply, risking oversupply, while capesize trade demand remains strong due to increased iron ore exports. * Geopolitical shifts, trade pattern changes, and delivery schedules are key factors influencing market dynamics in 2026.
https://fullavantenews.com/yemen-houthi-red-sea-vessel-attack/ - * Vessel attacked in Gulf of Aden, approximately 225 km from Yemen, early Tuesday. * Incident linked to Houthi rebels, who have targeted maritime routes and disrupted regional trade. * Tensions escalate amid regional conflicts, Iran-backed unrest, and increased regional military activity. * Red Sea and Gulf of Aden remain key but vulnerable shipping corridors, impacting global trade transparency.
https://newscats.org/pirates-are-back-somali-waters-turn-dangerous-again - * Pirate activity off Somalia's coast has increased, with recent hijackings occurring in November 2025 * Such attacks impact maritime security and lead to higher insurance costs, supply chain delays, and rerouting * Naval deployments and maritime security measures face renewed pressure, affecting regional stability and global trade routes
https://www.marinelink.com/news/tanker-orderbook-high-despite-market-532182 - * Global tanker orderbook exceeds 16% of current fleet, driven by resilience in oil demand and sanctions enforcement * Orders for crude oil tankers like Aframax, LR2, Suezmax, and VLCCs increase, especially post-Russian invasion of Ukraine * Limited fleet growth in 2024-2025 maintains supply-demand tightness and market susceptibility to demand shifts
https://discoveryalert.com.au/us-lng-export-dominance-2025-growth-strategies/ - * US has transformed from a natural gas importer to leading global LNG exporter, driven by shale gas and infrastructure expansion. * European and Asian markets increase demand for US LNG, impacting global trade routes and geopolitical strategies. * Capacity additions projected to reach 16.3 Bcf/d by 2026, with record investment in new projects and long-term supply agreements. * Policy changes expedite project development, supporting market growth amid rising costs and environmental considerations. * US LNG's strategic importance influences energy diplomacy, trade balances, and regional economic development.
https://pngworldwide.com/tariffs-and-turbulence-reshape-u-s-trade - * US containerised imports are forecasted to decline in 2025 due to tariffs and trade tensions, signalling a shift from decades of growth. * PNG Worldwide adapts to market volatility by providing flexible ocean, air, and customs services, supporting shippers through capacity and cost management. * Tariff uncertainty and global supply chain disruptions impact shipping capacity, prices, and sourcing strategies, prompting companies to seek strategic guidance from logistics providers.
https://gcaptain.com/container-rates-sink-to-lowest-since-start-of-red-sea-diversions/ - * Container shipping rates from China to northern Europe decline to their lowest since mid-December 2023. * Rates fall amid Red Sea route diversions and reduced ship capacity, with significant reductions in transpacific and Europe routes. * US import demand shows signs of weakening, affecting container freight rates in the US and Europe.
https://www.klfreight.com/what-are-the-impacts-of-fuel-prices-on-freight-shipping-costs/ - * The article discusses how rising fuel prices influence freight costs across road, ocean, air, and rail sectors. * It details strategies for managing fuel volatility through contracting, route optimisation, mode switching, and efficiency measures. * Example provided: a UK shipper reduced costs by implementing contracts, mode shifts, and optimisation during a fuel price increase. * Focuses on freight markets, port congestion, vessel and mode strategies, and supply chain management amid fuel price changes. * The content is relevant to global shipping, freight markets, and logistics stress topics.
https://splash247.com/splash-wrap-unctad-flags-fragile-growth-as-container-trade-rearranges-and-capacity-soars/ - * UNCTAD forecasts marginal growth in global shipping sector, with risks around choke points like the Strait of Hormuz * Container handling capacity increases by 4.8%, with major terminal operators expanding portfolios * Shifts in trade flows, fleet rankings, and technological transitions dominate sector developments in 2023
https://www.maritimeanalytica.com/p/cosco-on-9m-2025-strong-volumes-weak - * COSCO SHIPPING Lines reports increased cargo volumes of 14.31M TEU in 9M-2025, a 6.6% rise year-on-year. * Revenue declines occur despite rising cargo liftings, indicating weak shipping rates. * The shipping industry faces high volumes, oversupply, and declining profitability despite operational scale. * The trend reflects broader market stress in global freight and container shipping markets. * COSCO’s performance impacts worldwide shipping capacity, rates, and logistics planning.
https://container-news.com/freightos-weekly-update-typhoon-disrupts-far-east-freight/ - * Typhoon Ragasa causes port closures and delays in Hong Kong, southern China, and Vietnam, impacting container flows. * Container rates from Asia to Europe and the Mediterranean decline to their lowest levels since December 2023. * US-China trade tensions and tariffs influence port call fees, carrier capacity, and trade volumes, with some shifts to air cargo. * Typhoon disruptions and trade war developments contribute to overall logistics stress and market volatility. * Capacity reallocations and demand shifts are observed across shipping lanes and air freight routes in response to geopolitical and weather events.
https://discoveryalert.com.au/force-majeure-global-energy-sanctions-2025/ - * Lukoil declares force majeure at Iraqi West Qurna-2 oilfield due to US sanctions, affecting nearly 9% of Iraq's oil output. * Iraq suspends all monetary and crude transfers to Lukoil, creating operational and financial blockade. * Market shifts include increased premiums and alternative sourcing, as geopolitical tensions impact supply chains and trade routes.
https://www.globaltrademag.com/dhl-expands-customs-capacity-amid-shifting-global-trade/ - * DHL increases US customs clearance capacity by 40%, hiring 200 new agents. * Expands digital platform and AI tools for customs and tariffs. * Decline in ocean shipping volumes from Asia to North America; growth in Vietnam-US freight and other regions.
https://energynow.com/2025/09/us-oil-flows-to-asia-face-pressure-from-expensive-tanker-rates/ - * US crude oil exports to Asia are challenged by high tanker rates, over $70,000 daily for VLCCs to China. * Increased Chinese purchases and traders' positioning for OPEC+ supply inflates maritime shipping costs. * Declining US crude inventories indicate potential market tightness amid ongoing OPEC production adjustments.
https://energynow.com/2025/11/us-natgas-hits-eight-month-peak-on-cold-weather-robust-lng-export-flows/ - * US natural gas futures hit an eight-month peak on Monday due to cold weather and increased LNG exports. * Prices climbed to $4.51 during the session, influenced by cooler temperatures and export activity. * US gas output increased to 109.1 bcfd in November, with storage levels above normal for this time of year.
https://www.marineinsight.com/shipping-news/chinas-shipbuilding-demand-remains-unshaken-despite-new-u-s-port-fees/?utm_source=rss&utm_medium=rss&utm_campaign=chinas-shipbuilding-demand-remains-unshaken-despite-new-u-s-port-fees - * Chinese shipyards accounted for 53% of global ship orders in early 2025, matching 2023 levels * US port fees introduced on Chinese vessels starting October 2025 aim to reduce Chinese maritime influence * Major shipping companies continue ordering from China despite impending fees, indicating sustained demand
https://www.commoditycontext.com/p/ocw39w25 - * Oil prices increased by over $3/bbl, with Brent surpassing $70.80/bbl amid supply worries and European security concerns. * Inventories across the US, Europe, and Singapore showed draws, with US crude and gasoline stocks declining. * Market positioning indicated net selling by speculators, with short positions prevalent before escalation of Russian geopolitical risks.
https://www.independent.co.ug/suez-canals-revenues-down-9-bln-usd-over-2-yrs-amid-regional-tensions-egyptian-president/ - * Suez Canal revenues declined by approximately $9 billion over two years due to regional tensions, according to Egyptian President Abdel-Fattah al-Sisi. * In 2024, annual revenue was $4 billion, down from a historic $10.3 billion in 2023. * Attacks on Red Sea shipping routes, attributed to Yemen's Houthi group, have caused shipping security concerns and vessel diversions.
https://www.globaltrademag.com/freight-costs-fall-to-pre-red-sea-diversion-lows/ - * Container shipping rates from Shanghai to Rotterdam decline to their lowest since December 2023. * Red Sea diversions caused by regional conflict continue to impact global supply chains. * Freight prices on trans-Pacific routes also decrease amid excess vessel capacity and weakening demand.
https://tanzaniatimes.net/port-performance-varies-across-the-globe-amid-continuing-shocks/ - * Decline in port performance worldwide from 2020 to 2024 due to Red Sea crisis and Panama Canal challenges * East Asian and South Asian ports saw performance improvements, while resilience varied across regions * Report highlights developments in port efficiency, infrastructure investments, and digitalisation among 403 ports globally
https://oilprice.com/Energy/Oil-Prices/Supertanker-Rates-Hit-Three-Year-High-on-Rising-Crude-Flows.html - * VLCC freight rates on Middle East-to-China route peak at nearly three-year highs, driven by increasing crude exports and supply fundamentals. * The global tanker fleet faces supply constraints due to sanctions and price caps on Iran and Russia, impacting shipping costs. * Rising supply from OPEC+ and Americas, combined with stronger Asian demand, supports higher freight rates, while US-Asia arbitrage narrows due to elevated costs.
https://mfame.guru/vlccs-in-the-spotlight-a-resurgent-market-in-2025/ - * VLCC spot rates surged towards USD 100,000 per day in September 2025, driven by increased Middle East crude exports. * Crude exports from the Middle East and other major suppliers are boosting demand for long-haul voyages to Asia. * Fleet constraints include low new vessel deliveries and sanctions, impacting supply-demand balance in the tanker market.
https://www.thehindubusinessline.com/economy/logistics/cma-cgm-benjamin-franklin-becomes-first-ultra-large-container-ship-to-transit-red-sea-in-2-years/article70266513.ece - * The ultra-large container ship CMA CGM Benjamin Franklin transited the Red Sea for the first time in nearly two years on November 11, 2025. * The route's reopening follows Houthi attacks disrupting maritime activity, impacting global shipping lanes. * The transit allows shorter Asia-Europe freight routes and potentially signals shifting shipping patterns in response to regional tensions.
https://timothyrenshaw.substack.com/p/tariff-torpedoes-on-course-to-scuttle - * UNCTAD's 2025 Review of Maritime Transport forecasts global maritime trade growth slowdown to 0.5% in 2025, amid disruptions and longer voyage distances * US container cargo flow shows signs of deceleration, with tariffs and geopolitical factors reconfiguring supply chains, notably affecting North American ports * Drewry reports persistent freight rate declines and increased port congestion, indicating oversupply and weak demand in container shipping, with potential impacts on US trade volume * US tariffs and trade tensions threaten to diminish American trade relevance and economic growth, raising concerns over supply chain resilience and inflation * Logistics disruptions and tariff impacts forecast to influence manufacturing, energy, and trade patterns across North America and globally
https://super-internationalshipping.com/the-true-cost-of-cargo-ships-2025/ - * Shipping vessel costs range from $10 million for small feeders to over $200 million for mega-ships, with price increases driven by tech upgrades and market cycles. * Additional expenses include compliance, operational costs, and port fees, impacting total lifecycle costs. * Market trends indicate a focus on sustainability, fuel efficiency, and digitalisation, influencing vessel investments and operational strategies. * Use cases highlight regional trade routes in Asia, Europe, and North America, with implications for fleet management and supply chain costs. * Industry outlook stresses the importance of holistic cost forecasting and technological adaptation to stay competitive in global trade.
https://www.marinelink.com/news/ship-recycling-market-faces-disconnect-530498 - * Ship recycling volumes in India show recent improvement despite overall market fluctuations * Baltic Dry Index declines overall, with mixed performance among vessel sectors * Crude oil export resumption by Iraq impacts oil prices and global shipping dynamics
https://thearabianpost.com/china-expands-shadow-fleet-to-import-sanctioned-russian-lng/ - * China is expanding a fleet of ships to transport Russian LNG covertly, exploiting reflagging and technological modifications. * Aimed at bypassing US and EU sanctions, the fleet supports China’s energy security and trade with Russia. * This development raises concerns over sanctions enforcement and highlights shifts in global energy politics amid geopolitical tensions.
https://dredgewire.com/list-of-13-busiest-sea-ports-in-the-world-check-container-throughput-here/ - * Ports in East Asia, Europe, and North America lead in container throughput, with China’s ports dominating. * Global trade remains reliant on major seaports, which handle billions of TEUs annually. * 2025 sees port efficiency under strain due to rerouting around the Red Sea, Panama Canal delays, and supply-chain shocks.
https://www.seanews.com.tr/vlcc-market-surge-redefines-tanker-strategies-into-2026/204933/ - * VLCC spot earnings surpass $100,000 per day due to strong crude trade, tight tonnage, and OPEC+ output, marking a market shift. * Tanker pools gain prominence as strategic operating models, offering owners flexibility amid rising rates. * Factors driving the surge include returning OPEC+ production, increased tonne-miles, and vessel supply constraints, influencing global oil shipping strategies.
https://www.fibre2fashion.com/news/textile-news/maritime-trade-growth-to-slow-to-0-5-in-2025-unctad-305555-newsdetails.htm - * Global maritime trade growth expected to slow to 0.5% in 2025, down from 2.2% in 2024 * Shipping routes rerouted and disrupted, notably through the Red Sea and Strait of Hormuz * Container and tanker freight rates remain volatile, with high costs impacting developing economies
https://fullavantenews.com/russian-lng-carrier-sanctioned-gas-south-china-coast/ - * Satellite imagery detects Russian-linked LNG carrier near Hainan, China, engaged in clandestine transfer in October 2024 * Vessel, linked to sanctioned Russian gas, headed toward Beihai terminal, with possible bypass of sanctions * Market impact includes significant discounts on Arctic LNG deliveries and potential shifts in regional trade and pricing dynamics
https://www.conquerornetwork.com/blog/2025/09/29/the-future-of-asia-north-america-shipping-routes/ - * Rising geopolitical and climate disruptions impact trans-Pacific routes, prompting a shift towards alternative gateways. * Port congestion persists, pushing shippers toward Canadian, Mexican, and East Coast options, emphasising flexibility. * Digitalisation and sustainability are key drivers transforming logistics strategies for individual forwarders. * Collaboration within global networks like Conqueror enhances access to trusted partners and tech tools. * Opportunities exist for forwarders investing in diversification, technology adoption, and greener solutions.
https://fullavantenews.com/red-sea-shipping-uncertainty-houthi-ceasefire-hope-caution/ - * Houthi group declares halt to maritime activities in the Red Sea, impacting global shipping routes. * Developments follow a fragile peace agreement between Israel and Hamas, with unclear safety guarantees. * Diversions through Africa's Cape of Good Hope currently utilise around 2 million TEU, with an 8% reduction in global capacity amid ongoing disruptions.
https://mfame.guru/lng-and-lpg-markets-record-further-softening-in-week-39/ - * LNG spot rates decreased across all major routes, with the US Gulf–Japan route experiencing the steepest drop * LPG market softened due to limited arbitrage opportunities and steady vessel supply, with rates falling on key routes * Shipping market trend reflects subdued demand and ongoing vessel availability, affecting earnings and charter levels
https://trans.info/en/houthis-pause-red-sea-attacks-439130 - * Houthis reportedly pause maritime attacks in Red Sea following Gaza ceasefire, according to reports in Financial Times. * Disruptions since late 2023 caused vessel diversions, port closures, and revenue losses for Egypt's Suez Canal. * Experts caution the security situation remains fragile and risk of escalation persists, impacting global shipping routes. * Around 12% of global trade passes through the Red Sea via the Suez Canal, affecting supply chains and costs. * Shipping companies are expected to adopt a cautious approach before resuming operations in the area.
https://www.mdpi.com/2077-1312/13/11/2103 - * Multiple studies explore hydrodynamic optimisation, route planning, and hybrid propulsion to improve energy efficiency in ships. * Approaches include geometric modifications, propeller optimisation, ANN models, and operational routing considering fouling and environmental factors. * Findings indicate incremental efficiency gains of 0.5–3%, fuel savings, and emissions reduction through design improvements and smart decision-making. * Focus areas encompass global shipping, vessel-specific strategies, and operational optimisation in the maritime logistics sector. * Demonstrates the integration of computational tools, machine learning, and operational data to enhance ship performance and sustainability.
https://www.maritimeprofessional.com/news/baltic-index-vessel-rates-fall-410480 - * The Baltic Exchange's dry bulk freight index decreased on Monday due to lower vessel segment rates * The main index fell 39 points to 2,220, with declines across capesize, panamax, and supramax vessels * Average daily earnings for capesize vessels dropped $848 to $29,228, amid declining iron ore prices and port inventories
https://www.freightwaves.com/news/ocean-rates-tested-by-capacity-conundrum - * Major liner operators adjust capacity in response to economic uncertainty and demand shifts in trans-Pacific trade. * Asia-U.S. West Coast freight index increases 48% in one week, influenced by general rate increases effective Nov. 1. * Rates show mixed trends, with some falling slightly, and stability on the East Coast, amid carrier blanked sailings to prevent rate declines.
https://europeangashub.com/the-european-gas-market-paradox-lng-dependent-even-as-demand-steadily-declines.html - * European natural gas demand expected to fall by approximately 25% by 2030, driven by renewables and efficiency measures * Despite declining domestic use, Europe will continue to rely on LNG for flexibility and winter balancing due to declining domestic output and reduced Russian pipeline flows * Global demand for natural gas set to increase by 20% by 2035, mainly driven by Asia Pacific and the Middle East, with European LNG demand rising through 2035 * Surging LNG liquefaction capacity in the US and Qatar expected to reshape supply dynamics and price competition in the early 2030s * The article highlights market signals, price expectations, and strategies for participants amid a changing European and global gas landscape
https://www.seanews.com.tr/rate-variations-by-trade-reward-nimble-carriers/204480/ - * Carriers like MSC and CMA CGM are acquiring secondhand ships in the 2,000 TEU range for regional and smaller deep-sea trades to improve flexibility. * Spot freight rates vary widely, from US$0.61 per nautical mile in intra-Asia to US$0.26 for North Asia to Indian subcontinent. * Challenges include trade volatility, charter tightness, and redeployment costs, but shifting tonnage can optimise returns and manage supply-demand imbalance.
https://www.seatrade-maritime.com/containers/middle-east-tensions-preclude-carriers-suez-return - * Ongoing conflict in Gaza and West Bank causes carriers to postpone return to Suez transit, citing safety concerns. * Analyses indicate limited trust from carriers and insurers regarding the safety of the Red Sea route. * Shipping data shows decreased transits and potential market flooding if Red Sea traffic resumes, affecting freight rates. * Experts predict continued low rates and capacity issues, with global trade routes impacted by geopolitical tensions and market testing.
https://gcaptain.com/oils-billion-barrel-buildup-at-sea-points-to-sanctions-stress/ - * A billion barrels of oil are currently stored at sea, with 20–40% from sanctioned countries like Russia, Iran, and Venezuela. * The increase reflects both higher output and difficulties discharging sanctioned crude due to Western sanctions. * The situation impacts global oil prices, trade flows, and tanker costs, with shifts in supply from Saudi Arabia and the US also contributing. * Russian oil shipments are rising amidst production unwinding and infrastructure attacks; Iranian exports surge amid sanctions. * The buildup signals potential oversupply and export challenges, affecting revenue for sanctioned nations and global markets.
https://finance.yahoo.com/news/houthi-red-sea-stand-down-171012487.html - * Yemen-based Houthis announce pause in attacks on merchant vessels in the Red Sea, influenced by Gaza ceasefire. * Suez Canal waterway tolls decline as carriers divert ships around Africa, impacting shipping capacity. * Shipping carriers and insurers seek safety assurances before returning to the region, influencing freight rates and capacity. * Longer routes around Africa absorb approximately 2 million TEUs, increasing demand on global fleet. * A fully re-opened Red Sea could reduce congestion and freight rates, but carriers face risk vs. economic pressure considerations.
https://supplychaingamechanger.com/freight-forwarding-that-keeps-your-supply-chain-moving/ - * Article discusses freight forwarding services and strategies across UK, Europe, and US import markets. * Highlights trends in sea, road, and air freight, customs, warehousing, and real-time communication. * Explores the impact of geopolitical, climate, and demand factors on shipping reliability and costs.
https://www.latimes.com/business/story/2025-11-12/us-ports-facing-goods-recession-amid-holiday-lull-tariff-woes - * US import volumes decline slightly in October 2024, signalling cautious trading amidst tariff uncertainty * Forecasts predict further decreases in container volumes through late 2024 and into early 2026 * Port data and industry analysis highlight the impact of geopolitical tensions and trade policy on global shipping and freight markets
https://www.supplychaindive.com/news/port-of-long-beach-cargo-volumes-tariffs-national-retail-federation/805182/ - * Cargo volumes at the Port of Long Beach increased by 4.1% in 2025 compared to 2024, reaching 8.2 million TEUs * Record volumes were driven by frontloading ahead of tariff hikes, with potential slowdowns expected in late 2025 and early 2026 * Industry forecasts suggest a 2.3% decline in US port cargo for 2025, with cautious optimism for a moderate increase in 2026 amid geopolitical trade adjustments
https://splash247.com/liner-price-war-looms-as-spot-rates-sink-below-breakeven/ - * Operating margins in container shipping routes have fallen below breakeven, prompting fears of a price war. * The Shanghai and China Containerised Freight Indices have declined by 70% and 50% since 2024 peaks. * Analysts warn that the current oversupply and low rates could lead to prolonged market downturns, despite carrier cash reserves.
https://seapowermagazine.org/houthi-militia-ceasing-attacks-in-red-sea-would-have-seismic-impact-on-container-shipping-and-see-freight-rates-plunge-but-questions-remain-unanswered/ - * Houthi militia reportedly stop attacks in the Red Sea, impacting global shipping routes. * A return to the region would reduce transit distances, increasing capacity and lowering freight rates. * Freight rates from Far East to key destinations down over 50% in 2026, with potential for further decline if Red Sea traffic resumes.
https://www.gmfreight.com/blog/7-hidden-costs-of-international-shipping-in-2025-and-how-to-avoid-them/ - * Highlights seven common hidden costs in 2025, including demurrage, detention, chassis rental, surcharges, customs delays, last-mile fees, and fuel volatility. * Discusses practical solutions for freight forwarders and businesses to mitigate these costs through better planning and visibility. * Focuses on the importance of proactive management and partnership with freight services, particularly in major ports like Miami.
https://energynow.com/2025/11/iea-says-questions-linger-on-who-will-scoop-up-new-lng-wave/ - * The International Energy Agency forecasts a potential record increase in global LNG capacity by 50% by 2030. * Market outlook varies depending on energy transition scenarios, with possible oversupply by 2030. * US, China, and Russia are key players influencing future LNG demand and supply dynamics.
https://www.rivieramm.com/news-content-hub/us-lng-expansion-faces-demand-headwind-86268 - * US LNG export projects potentially risk oversupply amid increased capacity and subdued Chinese demand. * Chinese LNG imports declined by 18% from January to August 2025, reflecting waning energy growth. * Geopolitical tensions, US policies, and Russian pipeline developments affect global LNG trade and supply routes.
https://splash247.com/maritime-ceo-forum-singapore-tanker-bosses-urge-discipline-as-sanctions-reshape-markets/ - * Industry leaders discuss stabilising tanker supply and favourable trade patterns, with confidence rising into 2026, in Singapore. * Disrupted Red Sea passages and biofuel demand impact regional shipping flows, amid geopolitical tensions. * Panel emphasises discipline, vessel maintenance, crew incentives, and regulation as key factors shaping future market strategies.
https://fullavantenews.com/oils-billion-barrel-sea-buildup-sanctions-impact/ - * Over a billion barrels of crude oil are floating at sea, linked to sanctions on countries like Russia, Iran, and Venezuela. * Vessel-tracking indicates approximately 40% of the increase in tanker oil is from sanctioned nations since late August. * Shipping costs have surged above $100,000 per day due to constrained tanker availability and logistical challenges, impacting global oil trade. * Analysts highlight that Western sanctions are causing shifts in crude distribution, affecting major importers such as India and China. * Increased exports from Iran and Russia, alongside global output rises, are contributing to market oversupply and logistical complexities.
https://www.shippingandfreightresource.com/customers-urged-to-prepare-no-transshipment-evidence-pack-dimerco-report/ - * US Customs and Border Protection actively scrutinises transshipment shipments from Asia-Pacific to the US, with potential tariffs and penalties. * Global supply chains face volatility due to tariff policies, demand shifts, and capacity constraints across major trade routes. * Ocean and air freight markets experience rate declines, congestions, and capacity issues amid geopolitical risks and seasonal disruptions.
https://www.seatrade-maritime.com/containers/transpacific-container-rates-slump-to-pre-red-sea-crisis-levels - * Freight rates in the Transpacific trade have fallen to pre-Red Sea crisis levels, according to MSI. * Demand weakens due to tariffs, port congestion, and geopolitical uncertainties, with further declines forecasted. * Disruptions and tariffs threaten container trade volumes, impacting global shipping and freight markets.
https://www.esmmagazine.com/supply-chain/hapag-lloyd-halves-net-profit-in-first-nine-months-lowers-ebits-top-end-300152 - * German container shipping company Hapag-Lloyd reports a 50% decrease in nine-month net profit, citing geopolitical uncertainty * Projected full-year earnings revised lower, impacted by Red Sea security concerns and US trade policy shifts * Freight rates declined by 4.8%, reflecting ongoing shipping market volatility and unstable demand
https://www.maritimeanalytica.com/p/spot-rates-in-freefall-can-global - * The Shanghai Containerized Freight Index (SCFI) drops to its lowest level since December 2023, indicating falling container rates. * Rates on Asia–US west coast and Asia–Europe routes fall below break-even, reflecting a global decline. * The decline signals potential challenges for carriers and global trade, with implications for supply chains through 2025 and into 2026.
https://www.investing.com/news/stock-market-news/should-you-own-shipping-and-containers-stocks-jefferies-weighs-in-4263811 - * Falling freight rates below break-even for major carriers like Maersk and Hapag-Lloyd, impacting market outlook. * Recent declines in spot rates on key trade lanes, with some below last year's levels, suggest market weakness. * Despite signs of a potential turnaround, analysts remain cautious and maintain hold ratings on major shipping stocks.
https://www.seanews.com.tr/russias-shadow-fleet-weakens-oil-sanctions/204488/ - * Russian sanctions led to growth of a shadow fleet of ageing tankers, representing 17% of global oil carriers * The fleet operates under flags of convenience, falsifies data, and conducts ship-to-ship transfers to mask origin * Sanctions have been blunted but increased Russia's transport costs, raising global regulatory and safety concerns
https://jaguarfreight.com/the-outlook-for-q4-2025/ - * U.S. trade policies and port fees impact global shipping lanes and vessel routing, with shifts observed in Chinese shipping patterns and port efficiency rankings in Asia. * China exports to ASEAN increase as trade routes adjust, while US trade tensions and tariffs create supply chain uncertainties. * Policy developments, including Supreme Court rulings on tariffs, could significantly alter global shipping and port strategies.
https://fullavantenews.com/russian-oil-buyers-reject-trump-trade-push/ - * Russian seaborne crude exports reach 16-month peak, with 3.62 million barrels per day as of late September * Major importers include China, India, Turkey, and European nations defying US pressure, with some vessels unassigned destination * Export volumes and value surged, with increased shipments and higher oil prices impact global freight flows and supply chains
https://itsupplychain.com/imposing-control-through-clarity-within-global-logistics/ - * Organisations rely on real-time tracking and AI to respond rapidly to supply chain disruptions, improving agility. * Port closures, strikes, and geopolitical risks impact shipping routes, necessitating continuous assessment. * Automation and collaboration optimise routes, reduce costs, and enhance delivery certainty across global logistics networks.
https://www.maritimegateway.com/global-air-cargo-capacity-strained-amid-peak-season-pressures/ - * Air cargo capacity worldwide faces pressure due to peak-season demand, weather disruptions, and trade policy changes. * Major hubs in Asia, North America, and Europe experience congestion, backlog, and limited space. * Policy shifts under US trade laws and geopolitical risks could further impact freight rates and schedules.
https://boereport.com/2025/11/13/us-natgas-scales-highest-level-since-march-on-stronger-lng-exports-cold-december-outlook/ - ['* US natgas futures increased to $4.64 per mmBtu, the highest since March, driven by stronger LNG exports and colder weather forecasts', '* LNG export volumes rose to 17.8 bcfd in November, with production ramping up at key US plants in Louisiana and Texas', '* Expected colder weather in December and increased demand contributed to rising gas prices and storage levels']
https://www.universalcargo.com/houthi-halted-red-sea-attacks-but-carriers-not-ready-to-return-shipping-to-suez-canal/ - * Houthi rebels signal they have halted attacks in the Red Sea and Gulf of Aden following a peace deal in October 2023 * Shipping industry remains cautious due to security risks and potential for resumed attacks, impacting carrier operations * Increased vessel transits, including large container ships, suggest possible resumption of Red Sea and Suez Canal trade, but risks persist
https://www.marinelink.com/news/lng-greenwashing-realism-532447 - * Ship owners face regulatory challenges as IMO delays the Net Zero Framework, impacting LNG investment. * Experts debate LNG's greenhouse gas impacts versus its practicality for future shipping fuels. * Industry projects advance with alternative technologies while regulatory clarity remains awaited.
https://mfame.guru/pirate-sighting-raises-indian-ocean-security-alert/ - * Merchant vessel reports suspected pirate activity east of Dar es Salaam, raising regional security concerns. * Nearly one billion barrels of oil, including sanctioned sources, are floating at sea, creating market uncertainty. * Western sanctions and geopolitical tensions are disrupting crude oil flows, affecting tanker earnings and trade routes.
https://www.rigzone.com/news/knot_reports_strong_fleet_utilization-01-oct-2025-181963-article/?rss=true - * KNOT Offshore Partners LP achieves 100% fleet utilisation in Q2 2025, with nearly 97% including drydockings * The company reports increased revenues and operating income, with a focus on securing long-term charters * Market dynamics driven by production in Brazil and North Sea, with vessel demand expected to outpace supply until at least 2028
https://www.imarinenews.com/29242.html - * Greek shipowners ordered 48 tankers in 2025, predominantly Suezmax, surpassing 2024 figures. * Global tanker orders declined by 70% year-over-year but Suezmax orders increased. * Chinese shipyards build 69% of ships under construction, focusing on smaller vessels for regional trade.
https://thechemco.com/shipping-rates-drop-low-q4-inventories-expected/ - * Ocean shipping rates from China to the US have dropped up to 68% since June, reflecting reduced demand. * A global slowdown in container shipping persists with rates decreasing for 11 consecutive weeks. * Importers are utilising existing库存 and preparing for higher demand in Q1, amidst trade policy volatility.
https://www.thescxchange.com/move/tariffs-and-geopolitical-uncertainty-snarl-ocean-and-air-freight-networks-says-report - * The Asia-Pacific Freight Market Report highlights increased complexity in global supply chains due to tariffs and geopolitical instability. * Demand for trans-Pacific routes softens, with Shanghai–North Europe spot rates down 45% over ten weeks. * Carriers cut capacity through blank sailings, but overcapacity persists due to vessel orders, reducing carrier margins.
https://www.freightwaves.com/news/white-paper-state-of-the-industry-october-2025 - * Carrier container rates face instability due to tariff disruptions and blank sailings. * International intermodal volumes decrease since July, offset by rising domestic volumes. * US freight markets show capacity tightening amid mixed economic signals, influencing shipping and logistics sectors.
https://www.cbsnews.com/news/iran-seizes-oil-tanker-strait-of-hormuz-first-attack-shipping-in-months/ - * Iran intercepts and turns a Marshall Islands-flagged oil tanker, Talara, into Iranian waters in the Strait of Hormuz. * Incident occurs amid heightened tensions following Iran’s recent military actions and regional conflicts. * US and private maritime security sources analyse the seizure, highlighting ongoing shipping risks in strategic maritime routes.
https://www.globaltrademag.com/container-shipping-prices-fall-after-holidays-but-red-sea-risks-still-worry-industry/ - * Global container freight rates fell in the latest week amid seasonal cooldown, with a 5% drop on the Drewry World Container Index. * Ongoing geopolitical tensions in the Red Sea and potential resumption of transits threaten to increase supply and depress rates further. * Analysts warn of market instability, especially if a return to Red Sea transits occurs, potentially affecting global shipping capacity and freight rates.
https://www.seanews.com.tr/box-ship-orders-surge-amid-looming-scrappage-fears/204506/ - * Global container ship orders, especially in the first eight months of 2025, have doubled the 10-year average, driven by anticipated scrapping of older vessels. * Shipbuilders, including South Korea and China, benefit from increased demand for feeders and larger vessels, with specific interest in vessels of 1,900 and 3,000 TEU. * The market’s rise is linked to owners' expectations of a significant scrapping wave, despite potential delays caused by market instability.
https://www.freightbrokerscourse.com/freight-industry-updates-october-2025/ - * US implements tiered maritime fees on Chinese vessels at US ports, starting October 14, 2025, impacting shipping routes * Regional capacity variations in North America create opportunities and challenges for freight brokers during October * Freight market stability persists through Q4 2025 despite seasonal disruptions and tariff environments, favouring new entrants * LCL shipping emerges as a cost-effective alternative amid high tariffs, offering up to 80% savings over air freight * China's Golden Week (October 1-8) triggers blank sailings and port congestion, requiring proactive planning for transpacific routes
https://www.hometextilestoday.com/industry-news/spot-rates-tick-down-after-month-of-tariff-turmoil/ - * Global container freight rates fell 5% to $1,859 per 40-foot container as demand wanes in November. * Rates on trans-Pacific routes dropped significantly, with Shanghai-New York down 15% * Asia-Europe rates increased slightly, with Shanghai-Genoa up 4%, amid carrier rate strategies. * Drewry forecasts continued market weakness and potential rate pressures due to vessel capacity increases and pandemic-related trade disruptions.
https://gcaptain.com/u-s-lng-exports-hit-record-for-second-straight-month/ - * US LNG exports hit a record of 9.4 million tonnes in September, surpassing August, according to LSEG data * The increase was supported by sales to Europe and Asia, despite plant outages * European and Asian market dynamics influenced US export patterns with little shift towards closer markets
https://supplychain360.io/tariff-tensions-push-u-s-imports-to-2023-lows/?utm_source=rss&utm_medium=rss&utm_campaign=tariff-tensions-push-u-s-imports-to-2023-lows - * U.S. container imports declined by 0.1% in October, with total volumes down 7.5% year-on-year. * Tariff policy uncertainty and consumer demand shifts are impacting shipping volumes, signalling a potential 'goods recession'. * Port throughput forecast for 2025 projects a decline, with structural changes in consumer spending influencing global shipping trends.
https://www.zerohedge.com/economics/asia-west-coast-container-rates-plummet-demand-seen-waning-through-year-end - * Container rates on the trans-Pacific fell due to weak demand and increased blank sailings, with a 15% drop on the West Coast. * U.S.-China trade tensions, tariffs, and retaliatory port fees threaten trade flows, affecting freight markets. * Carriers withdrew 13% of sailings, signalling capacity adjustments amid ongoing trade disputes and geopolitical risks.
https://splash247.com/maritime-ceo-forum-singapore-inefficiencies-created-by-politics-drive-dry-bulk/ - * Industry leaders in Singapore discuss uncertainties in global trade, geopolitics, and their effects on dry bulk markets. * Topics include trade disruptions, Ukraine conflict, coal demand, fleet renewal, decarbonisation, and risk management strategies. * Panelists highlight geopolitical risks, trade flows, regulatory pressures, and technological tools affecting maritime logistics.
https://www.rivieramm.com/news-content-hub/tanker-sampp-strategies-require-a-rethink-in-an-era-of-the-dark-fleet-86187 - * Tanker markets experienced significant swings in earnings and asset values between 2020 and 2025, influenced by geopolitical events. * The report highlights the shift in Asian owners' S&P strategies, emphasising timing and targeted acquisitions in VLCC and MR2 segments. * Structural market changes, such as sanctions and rerouted crude flows, have impacted fleet composition and asset valuations, especially in the VLCC sector.
https://mfame.guru/blank-sailings-decline-but-excess-capacity-keeps-container-rates-under-pressure/ - * Blank sailings decrease from weeks 47 to 51, with a 7% reduction in cancellations across main East–West routes * Capacity increase of around 5-6% in November and December maintains elevated supply levels * Freight rates, measured by Drewry’s World Container Index, fall 5% WoW, amid subdued demand and high supply
https://www.thehindubusinessline.com/news/indias-diesel-exports-to-europe-probably-surged-to-record-in-september-sources-say/article70117363.ece - * India’s diesel exports to Europe likely hit an all-time high in September, driven by refinery maintenance reducing regional supply. * Export volumes reached 1.3-1.4 million metric tons, the highest since records began in 2017, according to shiptracking and trade sources. * Shipments surged due to favourable east-west spread and lower shipping costs, although exports may decline in October due to domestic demand growth and EU sanctions concerns.
https://finimize.com/content/dry-bulk-shipping-rates-slide-to-new-lows-across-the-board - * Baltic Exchange's freight index declines for fifth consecutive session, reaching lowest level in over a month * Rates for Capesize, Panamax, and supramax vessels all fall due to weakening demand in global trade * Drop in shipping indices signals broader slowdown in international industrial activity and trade flows
https://fullavantenews.com/arctic-route-china-russia-oil-sanctions/ - * Russia’s Arctic oil exports to China face delays due to US sanctions, increasing transit times by up to three weeks. * Tankers are subject to multiple sanctions, with a decline in seaborne crude exports and increased tracking difficulties. * Arctic shipping routes are being utilised to bypass traditional paths like the Suez Canal, but only a limited number of shipments occur, with track obfuscation complicating logistics.
https://www.gulf-times.com/article/715061/business/oil-rises-as-russian-port-suspends-exports-after-ukrainian-attack - * Russian port of Novorossiisk halts oil exports following Ukrainian drone attack, affecting 2% of global supply * Brent crude rises by over 2% to $64.39; WTI increases to $60.09 after the disruption * Asian LNG prices remain steady amid weak demand, with European gas prices slightly down due to oversupply and low Asian demand
https://cyprus-mail.com/2025/11/15/iran-confirms-seizure-of-cyprus-linked-ship-possible-link-to-president-of-azerbaijan - * Iran confirms seizure of Cyprus-flagged vessel Talara carrying petrochemicals near the UAE coast. * Vessel owned by Pasha Finance, linked to Azerbaijan's President Ilham Aliyev, raising geopolitical concerns. * The incident highlights risks to global energy supplies via the Strait of Hormuz, with potential economic repercussions.
https://energynow.com/2025/10/lng-demand-for-ships-set-to-at-least-double-by-2030-globally/ - * LNG bunker volume projected to surpass 4 million tonnes by 2025, doubling by 2030 (Rystad Energy) * US and Qatar LNG export projects expected to cause a supply glut, reducing prices (industry reports) * Rising emissions regulations and infrastructure availability drive increased demand for LNG as marine fuel (industry executives, Singapore as bunkering hub)
https://finance.yahoo.com/news/lng-bunkering-market-forecast-trends-151900961.html?guce_referrer=aHR0cHM6Ly9uZXdzLmdvb2dsZS5jb20v&guce_referrer_sig=AQAAAMkuLCvubHV31gCN-HhTBvlgmb_R305U-DbgRgAWiasn_3bu5n2C87rqk2NNDC-ZK9eHCMrnuJJIGgPeid0TZ9j9BPAKJyaepmn_2T0UysVtvgeUFGHpG-z1E-wtH-nEuEo5WsCq6fF89LimgijjVQiwyKSRDGoAiVJlrHZvr443&_guc_consent_skip=1759420664 - * The LNG bunkering market is projected to grow at a CAGR of 44% from 2025 to 2034. * Growth driven by demand from bulk and cargo fleets, and European government initiatives. * Environmental regulations and trade activities are key factors influencing market expansion.
https://en.dailypakistan.com.pk/02-Oct-2025/how-geopolitical-shocks-are-rippling-through-opec-and-the-global-markets - * Escalating Middle East tensions and conflicts in oil-producing regions impact global oil supply and prices. * Post-Russia-Ukraine conflict trade realignments and sanctions reshape European oil sourcing and demand. * Middle Eastern conflicts and sanctions create supply fears, influencing shipping routes and market sentiment.
https://stratnewsglobal.com/the-gist/the-worlds-most-geopolitically-important-chokepoint/ - * The Suez Canal handles 12-13% of global cargo trade, with energy security as a key concern. * The 2021 Ever Given blockage exposed global supply chain vulnerabilities, highlighting the risk of disruption. * Countries, especially in South Asia, face risks of energy shocks if the canal is blocked, impacting cost and logistics.
https://www.seanews.com.tr/unctad-cuts-2025-maritime-trade-forecast-to-0-5-pc/204524/ - * UNCTAD expects maritime trade volume to grow just 0.5% annually in 2025, with containerised trade at 1.4% growth * Disruptions caused by reduced Chinese demand, Ukraine conflict, and Middle East conflicts have increased shipping distances and rerouted vessels * The report highlights geopolitical risks in key maritime corridors, including the Black Sea and Strait of Hormuz, impacting global shipping patterns
https://www.egyptindependent.com/suez-canal-is-ready-to-receive-mega-container-ships-official/ - * Suez Canal Authority confirms preparedness to handle mega container ships amid Red Sea region stability. * Recent transits include vessels from CMA CGM, marking operational resumption after security challenges. * Canal management plans to enhance safety protocols and engage shipping lines to restore transit schedules.
https://www.globaltrademag.com/asia-freight-rates-move-in-opposite-directions-as-u-s-prices-drop-and-europe-surges/ - * Asian container spot rates for North America decline, with US West and East Coast rates falling significantly. * Transpacific rates resumed downward trend; US–Europe routes see rising rates due to FAK increases. * Carriers plan general rate hikes and FAK adjustments ahead of contract negotiations, signalling ongoing market pressure.
https://mfame.guru/interview-mol-faces-geopolitical-hurdles-for-lng-shipping/ - * Mitsui O.S.K Lines (MOL) encounters geopolitical hurdles affecting its LNG shipping business. * EU sanctions on some of MOL's LNG tankers linked to Russian energy exports, with delisting in July. * The company emphasises concerns over sanctions impact on international trade and potential shifts in shipping strategies due to geopolitical developments.
https://theloadstar.com/news-in-brief-podcast-week-46-2025-shifting-trade-suez-suspense-and-supreme-court-hearing/ - * Tariffs have significantly affected US trade and Indian airfreight volumes, according to new CTS data. * The US Supreme Court reviews reciprocal tariff policies amid ongoing trade tensions. * Carriers consider returning to the Red Sea route, despite existing overcapacity and geopolitical risks.
https://www.bairdmaritime.com/shipping/tankers/gas/global-lng-demand-for-ships-forecast-to-at-least-double-by-2030 - * LNG demand in maritime shipping expected to at least double by 2030 due to supply and emissions regulation incentives * US and Qatar LNG export projects may lead to a supply glut, impacting prices * Industry shifts towards LNG as a cleaner fuel option amid structural hurdles for other alternatives
https://en.yna.co.kr/view/AEN20251117002200320 - * Container shipping costs from South Korea to major markets decreased in October, according to Korea Customs Service * Costs to the US east coast and EU fell by 2.8% and 11.6%, respectively, while those to China and Japan dropped significantly * Costs to the US west coast and Vietnam increased, reflecting shifting supply chain dynamics
https://www.morethanshipping.com/houthis-resume-ship-attacks-with-strike-on-dutch-flagged-vessel/ - * Houthi rebels attacked a Dutch-flagged vessel in the Gulf of Aden, marking a significant escalation in their campaign * The attack occurred after a lull in hostilities, intensifying the Red Sea crisis and disrupting shipping routes * Shipping in the region faces delays, with vessels rerouting around the Cape of Africa due to ongoing security threats
https://www.seatrade-maritime.com/regulations/fortescue-s-forrest-says-thugs-and-gangsters-delayed-imo-nzf - * Andrew Forrest criticises 'gangster tactics' delaying IMO's net zero framework at COP30, advocating transparency. * The IMO delayed implementation of the net zero framework to 2024 amid geopolitical pressures. * Industry discussions highlight divided views on green fuels and global regulation for decarbonisation.
https://www.zerohedge.com/markets/sanctions-and-houthi-threat-boost-fuel-oil-demand - * Global fuel oil demand increases, driven by longer shipping routes and shadow fleet utilisation, since 2023 * Geopolitical tensions in the Red Sea lead to diversions via the Cape of Good Hope * Growing shadow fleet of older, less efficient vessels raises fuel consumption, amid Western sanctions on Russian oil
https://whalehunting.projectbrazen.com/shadow-fleet-vs-sanctions-how-russia-keeps-its-oil-flowing-amid-trumps-crackdown/ - * Tracking of sanctioned tankers and LNG cargoes reveals evasion tactics by Russia’s fleet, especially in Asia. * The US and UK sanctions target Rosneft and Lukoil, aiming to restrict Moscow’s energy revenues. * Real-time data shows ships reflagging, rerouting, and exploiting loopholes to continue oil exports.
https://splash247.com/splash-wrap-china-readies-response-to-us-port-fees/ - * US to impose port fees on Chinese-linked vessels from October 14, potentially affecting major carriers like COSCO and OOCL * China signs decree promising countermeasures against restrictions targeting Chinese maritime operators * US-China trade negotiations and legislative uncertainties could delay or cancel the fee implementation
https://www.rivieramm.com/news-content-hub/capacitydemand-divergence-will-drive-lng-shipping-transformation-86302 - * LNG liquefaction capacity projected to reach 270bn m³ by 2030, driven by US, Qatar, and Australia, prompting new vessel orders. * Demand growth forecasts at 1.3% to 1.5%, with potential for surplus if capacity inflates faster than consumption. * Implications for fleet composition include a need for 20–30 LNG carriers annually, balancing large long-haul vessels and smaller short-haul options.
https://www.bloomberg.com/news/articles/2025-10-03/china-s-bar-on-bhp-iron-ore-cargoes-hammers-capesize-rates - * Dry-bulk shipping rates declined roughly 25% this week, primarily due to a dispute involving BHP Group's iron ore shipments to China. * Spot rates for Capesize bulk carriers fell 6% on Thursday, with the Baltic Exchange's 5TC index reflecting the market's downturn. * The decline occurs amid seasonal demand lull and ongoing trade tensions in the dry-bulk freight sector.
https://mfame.guru/decline-in-china-built-vessels-on-asia-u-s-routes/ - * US trade regulations have led to a decline in Chinese-built ships on Asia-U.S. routes, with share dropping from 30% to 25%, expected to fall to 18% by November. * A US-imposed fee structure from October 14 to 2028 is driving carriers to deploy vessels elsewhere, impacting COSCO and European carriers. * South Korean shipbuilders benefit from increased orders as carriers shift preference due to operational restrictions on Chinese ships.
https://www.globaltrademag.com/suez-canal-eyes-mega-containership-comeback-amid-red-sea-security-improvements/ - * The Suez Canal Authority encourages large containerships to resume transits after security improvements in the Red Sea. * October 2025 marked the highest vessel transit since the crisis, with 229 ships passing through. * The waterway's recovery is driven by security stabilisation, infrastructure expansion, and industry incentives, supporting global shipping and logistics.
https://mfame.guru/global-shipping-trends-port-congestion-and-freight-rate-declines-mark-week-46/ - * Port congestion remains a challenge, with 2.74 million TEU tied up globally, impacting vessel schedules. * Freight rates have declined by 2.9% week-on-week and 35.5% year-on-year, influenced by demand weakness. * Ship orders have surged to 34%, with 4.4 million TEU of deliveries expected by 2028, raising over-supply concerns.
https://www.projectcargojournal.com/business/2025/11/18/freight-forwarders-losing-3-5-pct-in-gross-profit-due-to-inefficiencies/ - * Research estimates freight forwarders lose 3–5% of gross profit annually due to internal inefficiencies * Emphasis on digitalisation and AI to improve billing, lane pricing, and routing decisions * Industry faces vessel oversupply, geopolitical risks, and uneven trade flows, with internal optimisation seen as key to resilience
https://www.maritimeprofessional.com/news/tackling-port-congestion-with-visibility-412560 - * Ports in Northern Europe, Asia, Africa, and the US experience increased delays and congestion, with berth waiting times rising significantly. * Key factors include labour shortages, alliance reorganisations, low water levels, and digital coordination issues. * Supply chains adopt real-time congestion data and agile rerouting tools to enhance resilience amid ongoing global trade pressures.
https://www.euractiv.com/news/ammonias-potential-as-a-clean-fuel-for-deep-sea-shipping-gets-new-policy-focus/ - * The IMO delays its binding Net Zero framework for shipping, causing regulatory uncertainty. * The EU accelerates policies like FuelEU Maritime to promote low-emission fuels, notably ammonia. * Industry experts discuss the market potential, safety, and infrastructure needs for ammonia fuel adoption, with shipping decarbonisation seen as crucial for climate goals.
https://meyka.com/blog/french-authorities-detain-suspected-russian-ghost-oil-tanker-boracay-0310/ - * French authorities detained the oil tanker Boracay amid suspicions of its connection to Russia’s shadow fleet, near Western France * The vessel was intercepted for failing to provide proper nationality documents and dismissing compliance orders * The detention highlights increased maritime security efforts to enforce sanctions and combat illegal operations * Potential policy impacts include stricter vessel registration, tracking, and transparency measures globally
https://fullavantenews.com/atlantic-lng-freight-rates-surge-2024/ - * LNG shipping costs across the Atlantic reach highest levels since early 2024, with a 19% rise in spot rates from the US to Europe * Rising export volumes from North America contribute to vessel shortages and increased freight rates * Experts suggest rates may stabilise soon due to ongoing new vessel deliveries, despite recent surge in costs
https://www.bbc.com/news/articles/cz91dk0l50no?at_medium=RSS&at_campaign=rss - * European coastguards monitor Russian 'shadow' tankers suspected of bypassing sanctions and transporting oil. * Rising number of stateless and falsely flagged ships, over 450 globally, linked to illicit activities. * Vessel Unity example illustrates complex owner and flag changes, moving through key Russian oil ports amid sanctions. * Russian oil exports remain significant despite sanctions, with export channels increasingly relying on shadow vessels. * Maritime law challenges limit enforcement, heightening risks of escalation in Baltic and North Sea regions.
https://www.insidelogistics.ca/import-export-trade/its-logistics-warns-of-growing-uncertainty-across-u-s-supply-chain/ - * US port and rail freight volumes decline, easing congestion but raising concerns about supply chain stability * Imports decline 7.5% in October, with trade tensions and tariffs influencing activity * Trucking capacity issues emerge due to driver shortages linked to new regulation enforcement and driver eligibility criteria
https://www.seatrade-maritime.com/tankers/tanker-orderbook-grows-concern-over-elderly-vessel-numbers - * The crude tanker orderbook has increased to 14.1%, with 325 vessels ordered, mainly from China, South Korea, and Japan. * Delivery of new ships over the next three years could challenge the market amid slowing oil demand forecasted by the IEA. * Many older tankers remain in service, and sanctions impact fleet recycling and market dynamics.
https://www.projectcargojournal.com/policy_regulation/2025/10/05/beijing-signals-countermeasures-as-ustr-fees-near/ - * China updates maritime transport laws granting authority to impose sanctions on foreign vessels, effective 28 September * The US plans to increase port fees on Chinese vessels from 14 October to counteract perceived trade distortions * The measures reflect escalating trade tensions and could impact maritime logistics and port congestion between China and the US
https://www.seanews.com.tr/carriers-cut-capacity-ahead-of-golden-week/204539/ - * Carriers implement capacity cuts across major trade lanes by weeks 34 to 38, with reductions ranging from 13.6% to 17%. * MSC blanks five sailings from Asia to US, Canada, and EU regions through October to improve schedule reliability. * Capacity withdrawals due to tariff-driven volatility reflect strategic stabilisation ahead of holiday factory closures in Asia.
https://www.seatrade-maritime.com/containers/feeders-take-centre-stage-in-container-ship-orders - * Major shipping lines including Hapag-Lloyd, Evergreen, and CMA CGM placing new vessel orders, mainly feeders, to replace ageing fleet and support demand growth. * The global orderbook growth estimated at 7%, with Red Sea diversions offsetting oversupply, reducing oversupply forecast from 13% to 4% by 2025. * Smaller vessels, primarily feeders and shuttles, are being ordered for hub and spoke systems, involving operators such as Hai An, Bunnemann, MPC, Danaos, and Conbulk across Asia and Europe.
https://mfame.guru/fuel-oil-demand-surges-beyond-expectations-amid-red-sea-disruptions/ - * Global fuel oil demand increased by 4.8% in 2025, driven by Red Sea route disruptions and power generation in the Middle East * Red Sea attacks and rerouting have added roughly 100,000 barrels per day to fuel oil consumption * Growth of the shadow fleet outside regulatory oversight contributes an additional 106,000 barrels per day to demand
https://theweek.com/politics/russia-shadow-fleet - * EU officials discuss new sanctions to combat Russia’s shadow fleet, ships bypassing sanctions via flag hopping. * The shadow fleet ships around 62% of Russia’s crude oil exports, significantly impacting global trade. * EU proposes enhanced enforcement, including boarding rights and incentives for flag states to deregister sanctioned vessels.
https://www.supplypro.ca/container-index-remains-stable/ - * Drewry World Container Index remains steady at $1,852, with contrasting rate movements on transpacific and Asia-Europe routes * Transpacific spot rates decrease due to expected reduction in blank sailings, with rates to New York and Los Angeles falling * Asia-Europe spot rates increase for the sixth consecutive week, driven by carrier strategies to raise FAK rates ahead of contract negotiations
https://mfame.guru/china-launches-arctic-express-as-major-european-carriers-reject-northern-sea-route/ - * China initiates 'Arctic Express' service via the Northern Sea Route, aiming to reduce Asia-Europe transit time. * The route involves major Chinese ports and European destinations like Felixstowe, Rotterdam, and Hamburg. * European carriers, including MSC, Maersk, CMA CGM, and Hapag-Lloyd, reaffirm their avoidance due to environmental and operational risks.
https://splash247.com/splash-wrap-bridges-bombs-bottlenecks/ - * Ukraine and Russia intensify attacks on energy and port infrastructure in the Black Sea, increasing shipping risks. * US authorities report a vessel blackout caused bridge collapse in Baltimore, delaying repair costs to over $5.2 billion. * Swiss startup Precise launches AI platform to optimise ship chartering, transforming industry practices.
https://fullavantenews.com/transpacific-asia-europe-container-shipping-rates-update/ - * World Container Index remains steady at $1,852 for a 40-foot container, reflecting recent regional price changes * Transpacific routes see rate declines, with Shanghai to New York down 10% and Shanghai to Los Angeles down 7% * Asia-Europe trade routes experience six weeks of rising rates, with Shanghai to Genoa up 6% and Shanghai to Rotterdam up 8%, amid carrier capacity adjustments
https://www.prnewswire.com/news-releases/project44-october-tariff-report-shows-dip-in-imports-from-china-302575829.html - * October tariff report highlights increased blank sailings between China and the US, indicating reduced demand and capacity cuts. * Disruptions in US import and export flows, with significant surges on key regional shipping lanes. * Chinese import volumes decrease for the fifth month; exports down for the ninth month, with some shift to Indonesia and Thailand. * Carriers cancelling sailings to maintain rate stability amid tariff market distortions. * Shipping performance and supply chain impacts analysed, with higher visibility and supply chain orchestration insights provided by project44.
https://www.rivieramm.com/news-content-hub/gps-malfunction-sees-qatar-halt-maritime-activities-for-all-vessels-in-its-waters-86355 - * Qatar suspends maritime navigation in its waters due to a GPS fault, effective immediately in October 2023 * The outage raises concerns over maritime safety and route security, amid global shipping risks * International reports highlight increasing GPS jamming and spoofing incidents near conflict zones like the Red Sea and eastern Mediterranean
https://www.globaltrademag.com/u-s-tariffs-to-cost-container-carriers-3-2-billion-by-2026-alphaliner-warns/ - * US tariffs targeting Chinese-built and operated ships to take effect from October 2023, potentially costing carriers up to $3.2 billion by 2026 * Major carriers, including COSCO, ZIM, ONE, and CMA CGM, face significant financial exposure due to vessel reliance on Chinese assets * Some carriers, like Evergreen and HMM, are expected to avoid tariffs due to fleet composition and strategic responses
https://www.pv-magazine.com/2025/10/06/freight-costs-steady-after-early-september-spike/ - * Container shipping spot rates decreased globally in October, following a September surge, according to Xeneta data * US-bound rates from the Far East experienced a significant spike on September 1, then declined, with ongoing volatility noted * Rates from North Europe to the US East Coast reached a 21-month low, decreasing by over 10% since August, amid geopolitical risks and market fluctuations
https://gcaptain.com/project44-transpacific-blank-sailings-surge-to-unprecedented-levels-amid-trumps-tariff-shock/ - * Blank sailings between China and the US reach record levels in October 2025, with disruptions surpassing pandemic peaks * US-China trade volumes decline significantly, with imports down 27% and exports down 42% year-to-date * Carriers adjust strategies, focusing on rate stability amid tariff impacts, while sourcing diversification emerges in Southeast Asia
https://dredgewire.com/maersk-global-market-update-autumn-2025/ - * Global container trade share for China increased to 37%, with strong exports to Latin America, Africa, and Europe in 2025 * China diversifies sourcing as firms shift production to Southeast Asia to reduce geopolitical risk * US inventory levels and demand data suggest balanced supply chains despite tariff uncertainties
https://splash247.com/carriers-blank-sailings-at-pandemic-pace-to-prop-up-rates/ - * Container carriers scrap sailings to US and Asia, reaching pandemic-era record levels * Capacity withdrawals surge by 75% year-to-date on US-linked routes * Carriers prioritise market share over profitability amid tariff-driven volatility
https://businesselitesafrica.com/5-world-oil-and-gas-routes-facing-insecurity/ - * Key maritime energy routes such as the Strait of Malacca, Strait of Hormuz, Suez Canal, Bab el-Mandeb, Turkish Straits, and Cape of Good Hope are experiencing increased security and environmental threats. * Disruptions caused by regional conflicts, piracy, attacks, and political tensions have significantly impacted oil and LNG transportation volumes, affecting global supply chains. * The report highlights the strategic importance of these routes, potential geopolitical risks, and shifts in shipping patterns due to conflict, rerouting, and safety concerns, with implications for global energy security.
https://mfame.guru/falling-ocean-shipping-rates-put-carrier-profits-at-risk-analysts-say/ - * Ocean container rates on major trade routes drop sharply amid weak demand and overcapacity. * US tariffs and a slowdown in the US economy contribute to declining freight rates. * Industry experts warn of potential rate wars and profit pressures in the coming months.
https://mfame.guru/global-trade-surges-in-2025-as-ai-drives-growth-2026-outlook-cools/ - * Global merchandise trade volume increased by 4.9% in the first half of 2025, driven by AI product trade and inventory frontloading * WTO raises 2025 growth forecast to 2.4%, but lowers 2026 outlook to 0.5% due to tariffs and trade restrictions * Maritime shipping and transport services growth slow down, affecting global logistics and vessel demand
https://www.rivieramm.com/news-content-hub/upcoming-us-port-fees-could-shake-up-the-mr-tanker-market-86372 - * US port fee proposals could significantly affect the Chinese-owned MR2 tanker segment, which trades internationally. * Chinese-linked MR2 vessels have been departing the Atlantic; meanwhile, US Gulf–Europe route rates improve. * Analysts anticipate stable regional demand through winter, with limited impact on crude tankers due to exemptions and availability of non-Chinese tonnage.
https://www.rivieramm.com/news-content-hub/dnv-shippings-net-zero-emissions-policy-adoption-looks-very-promising-86381 - * DNV forecasts global energy transition timeline extended from 2050 to 2060, with net-zero emissions around 2090. * Geopolitical strife, infrastructure issues, and grid unreliability slow decarbonisation and renewables uptake. * Despite setbacks, renewables like solar and wind are rapidly increasing, aiming for 65% of power by 2040 and nearly all energy by 2060. * International shipping progresses towards becoming the first sector to set global emissions limits through the IMO framework, pending formal adoption.
https://www.rivieramm.com/news-content-hub/lng-carrier-spot-chartering-soft-as-delivery-wave-builds-86339 - * Sparse Panama Canal transits and high tolls led carriers to circumnavigate via the Cape, impacting spot activity. * Q3 spot assessments for LNG carriers remained sluggish, with many vessels idle. * One-year two-stroke rates decreased from July to September, reflecting softened demand.
https://globallnghub.com/global-lng-long-term-outlook-getting-a-lot-harder-to-call.html - * LNG project approvals increased, potentially adding 59.2 mtpa to global supply * Record new long-term contracts signal growth, with several projects close to FID * Geopolitical influences intensify, impacting demand and supply security, especially in US, China, and India
https://www.freightwaves.com/news/fuel-costs-up-rates-inching-and-reefers-still-showing-promise-what-to-watch-this-week - * Freight volumes dipped slightly below 10,000, with a modest rebound in reefer freight demand due to seasonal factors * Spot rates remain stable around $2.33-$2.36, with low tender rejection rates signalling surplus capacity * Fuel prices continue climbing, impacting carrier margins, with current national averages near $3.71 per gallon * Port activity shows cautious import trends, with notable growth in Newark and Savannah compared to last year * Reefer freight outperforms dry van, supported by seasonal demand and tighter capacity
https://shippingtelegraph.com/container-news/market-faces-added-complexity-from-shadow-fleet-activity/ - * VesselsValue reports structural disruptions, sanctions, and shadow fleet activity impacting freight markets, late 2024 to 2025. * EU sanctions, Suez Canal diversions, and shadow fleet operations continue to influence vessel supply and demand dynamics. * Tanker, bulker, container, and LNG markets show changes in fleet growth, voyage distances, and freight rates amid geopolitical and environmental factors.
https://fullavantenews.com/bimco-calculates-a-third-of-ships-could-have-to-pay-fees-under-ustr-program/ - * BIMCO forecasts that 35% of ships, including bulkers and tankers, may be subject to US port fees under the new USTR programme. * The fees, starting on October 14, aim to counter Chinese dominance in shipping and could cost over US$3.2 billion for major containership companies. * The analysis suggests minimal global impact on demand, but short-term freight rate increases and logistical delays are possible due to implementation confusion.
https://www.jns.org/trump-admin-lodges-new-sanctions-on-iranian-energy-exports/ - * US Treasury sanctions over 50 entities and vessels involved in Iranian oil exports, targeting Chinese refineries and ports. * Actions aim to disrupt Iranian energy shipments through shadow fleet vessels and Chinese terminals. * Since January, there has been a threefold increase in idle Iranian oil vessels due to Western sanctions, affecting global shipping routes.
https://en.protothema.gr/2025/10/09/ghost-ships-break-eu-sanctions-17-of-tankers-smuggle-for-russia/ - * Over 1,200 tankers, believed to be smuggling Russian oil, operate with compromised documentation, according to analytics firms. * Russia creates a parallel maritime system employing tactics like flag changing, AIS darkening, and ship spoofing to evade sanctions. * Shadow tankers reroute oil through destinations such as Turkey, China, and Brazil, with some transfers occurring at sea in international waters. * Estimates indicate a significant portion of Russian oil exports, up to 25% imported into Europe, bypass official channels through these illicit activities. * European authorities are tracking complex ship manoeuvres and at-sea transfers to enforce sanctions and prevent illegal oil shipments.
https://gcaptain.com/maersk-shares-hit-three-month-low-on-prospect-of-gaza-deal-reopening-red-sea-route/ - * Maersk shares decline following Gaza ceasefire agreement and potential reopening of Red Sea shipping route * The ceasefire raises hopes of restored container shipping capacity through the Red Sea and Suez Canal * Ongoing security concerns and attacks in the Red Sea continue to impact freight rates and shipping routes
https://www.morethanshipping.com/what-to-know-in-shipping-october-2025/ - * Israel-Gaza ceasefire deal may reopen Red Sea shipping route, impacting global trade routes. * China introduces strict export controls on rare Earth metals, affecting global supply chains. * US import volumes decline in September 2025, indicating possible economic slowdown and reduced shipping demand.
https://www.seanews.com.tr/air-cargo-tight-across-asia-europe-and-north-america/204588/ - * Dimerco reports strong demand for air cargo across Asia-Pacific, driven by electronics and semiconductors exports, amidst disruptions from Typhoon Ragasa and Golden Week closures. * China-Europe rail disruptions and regional weather events constrain supply chains, affecting port hubs and freight rates. * North America experiences tight flows and capacity issues, especially from the US West Coast, with new service expansions to support perishable exports. * Increased transpacific freight costs and shifting trade policies influence logistics strategies, amid rising AI and electronics exports. * Dimerco predicts congestion, higher rates, and supply chain bottlenecks due to seasonal and policy-driven factors worldwide.
https://www.seanews.com.tr/danaos-adds-us-304-million-in-revenue-orders-2-more/204596/ - * Danaos orders two new 7,165 TEU containerships scheduled for delivery in 2027, built in China with eco-friendly features. * The company boosts its contracted revenue backlog by US$304 million, primarily from charters. * Danaos operates a fleet of 74 container vessels, with total capacity reaching 620,041 TEU, and has increased its order activity in the top global container shipping market.
https://www.uberfreight.com/blog/freight-market-update/ - * Freight tariffs and market uncertainty influence global shipping costs and demand in Q3 2025 * US, Canada, and Mexico face specific trade and capacity challenges affecting cross-border logistics * Logistics strategies focus on risk mitigation, carrier relationships, and technology adoption to navigate volatility
https://indianexpress.com/article/explained/explained-economics/israel-gaza-ceasefire-deal-impact-india-trade-economy-shipping-10298431/ - * Ceasefire agreement between Israel and Hamas may lead to reopening of the Red Sea shipping corridor, easing freight rates. * Current surge in freight rates since late 2023 linked to conflict and rerouting around Africa, impacting global trade and India’s exports. * India’s reliance on foreign carriers and the Suez Canal influences its trade costs, with potential shifts towards alternative routes and regional connectivity projects. * Highlighted India’s strategic shift towards shipbuilding to reduce dependence on foreign vessels amid geopolitical tensions. * Impact on maritime sector includes increased focus on self-reliance and the revival of India’s shipbuilding industry, backed by government initiatives.
https://www.livemint.com/news/world/indian-nationals-among-over-50-entities-sanctioned-by-us-for-aiding-irans-energy-trade-all-you-need-to-know-11760074007723.html - * US Treasury sanctions over 50 entities, including two Indian nationals, for aiding Iran's energy exports. * Sanctions target entities involved in transporting Iranian petroleum to China and Pakistan. * Ship-tracking shows nearly 6 million barrels of crude off Rizhao port, amid US restrictions.
https://www.hometextilestoday.com/financial/tariff-uncertainty-deepens-global-ocean-rate-slump/ - * Global container rates fell for the 17th consecutive week, hitting a low since January 2024 * Rates on China-origin routes declined by over 50% year-over-year, signalling a steep correction * Drewry forecasts further rate declines due to supply-demand imbalance and tariff policy impacts
https://finance.yahoo.com/news/china-hits-back-us-port-232320447.html - * China to impose port fees on U.S.-owned, built, or flagged vessels in response to US port fees, starting soon. * US-China trade dispute intensifies with additional tariffs and export controls announced by both sides. * Impact on global shipping markets, including container lines and oil tanker operators, as vessels face new port charges.
https://econotimes.com/US-Warns-of-Sanctions-Against-Nations-Backing-UN-Shipping-Emissions-Plan-1722958 - * US government issues threats of sanctions and trade penalties to countries supporting IMO's Net-Zero Framework. * The plan aims to reduce global shipping sector emissions responsible for around 3% of greenhouse gases. * The vote by U.N. member states is scheduled for next week, with significant geopolitical and economic implications.
https://www.ccjdigital.com/economic-trends/article/15769133/freight-market-stays-oversupplied-despite-headwinds - * Carriers stay resilient amid persistent oversupply, with a soft demand outlook through 2025 and into 2026 * Tariff increases and trade policy uncertainty impact import volumes and freight rates * Seasonal factors, holiday surges, and capacity constraints influence freight market dynamics * Trade tensions, tariff expirations, and macroeconomic factors contribute to logistics and supply chain stress
https://www.naftemporiki.gr/maritime/2018727/naytilia-nayloys-pollon-tachytiton-fernei-i-avevaiotita/?utm_source=rss&utm_medium=rss&utm_campaign=naytilia-nayloys-pollon-tachytiton-fernei-i-avevaiotita - * The shipping industry faces uncertain freight rates due to geopolitical tensions, sanctions, and port diversions, as of late 2025. * Tanker demand remains supported by European and US trade shifts, despite long-term pressures from green policies. * Dry bulk and containership markets show resilience but face risks from overcapacity and trade slowdown signals.
https://mfame.guru/global-liner-shipping-faces-structural-shift-with-surge-in-service-instability/ - * Post-pandemic, weekly service disruptions in liner shipping increased by 2.5 to 3.5 times compared to 2012–2019, according to Sea-Intelligence. * Asia–Europe, Mediterranean, and North America trades see the sharpest increases in instability, with disruption rates rising significantly. * The analysis highlights a operational shift leading to frequent cancellations, delays, and heightened supply chain uncertainty worldwide.
https://cargoinsights.co/container-market-oversupply-to-peak-in-2027-echoing-2016-price-war/ - * Global container market faces overcapacity peak in 2027, comparable to 2016 * Red Sea crisis resolution expected by mid-2026 to impact capacity * Overcapacity risks influenced by vessel scrapping, port congestion, and trade tensions
https://energynews.pro/en/washington-targets-iranian-oil-with-new-sanctions-on-phantom-fleet/ - * US Treasury announces sanctions on over 50 entities linked to Iranian oil exports, affecting Chinese refineries and Asian/African vessels. * Measures include targeting 'phantom fleet' vessels under flags of convenience and Iranian-funded refineries, including 'teapots.' * Sanctions aim to disrupt Iran's energy flows and complicate crude oil supply in Asia, impacting regional markets and global trade routes.
https://www.cnbc.com/2025/10/13/israel-gaza-ceasefire-red-sea-freight-containerships.html - * The article discusses potential delays in returning shipping routes to the Red Sea after Yemen's Houthis' attacks continue, despite a ceasefire between Israel and Hamas. * It covers the impacts on global freight networks, port congestion, vessel deployment, and freight rates, with timeline forecasts up to 2028. * The geopolitical situation and security concerns are identified as major factors influencing shipping decisions and disruption risks in the region.
https://www.seanews.com.tr/falling-ocean-freight-rates-threaten-carrier-profits/204623/ - * Global container freight rates have declined to their lowest since January 2024, affecting carrier profitability. * Weak demand, increased shipping capacity, and tariff impact contribute to falling rates on major trade routes. * Industry analysts predict continued rate depression into the end of 2025, with carriers adjusting operations in response.
https://www.hortidaily.com/article/9773604/world-container-index-decreased-1-to-1-651-per-40ft-container/ - * The Drewry World Container Index fell 1% to $1,651 per 40ft container, marking the 17th consecutive weekly decline. * Spot rates on Transpacific and Asia-Europe routes decreased, with some rates approaching pre-Red Sea attack levels. * Drewry forecasts ongoing rate contractions due to weakening supply-demand balance in coming quarters.
https://www.freightwaves.com/news/trucks-to-feel-pressure-from-weaker-port-rail-its - * The ITS Logistics US Port/Rail Ramp Freight Index reports a downward trend in October import volumes. * Regulatory changes and reduced international container demand are increasing pressures on trucking and drayage markets. * Bankruptcy and capacity reductions among small- to mid-size carriers are expected to impact terminal and port operations in the near future.
https://everchem.com/container-rates-3/ - * China’s Cosco and OOCL announce no surcharges ahead of U.S. port fee implementation in October 2025. * Trans-Pacific container rates decrease by 16-18% following the China Golden Week holiday, nearing pre-Red Sea crisis levels. * The move coincides with increased capacity and ongoing geopolitical tensions affecting global shipping routes.
https://www.theindianhawk.com/2025/10/us-china-tit-for-tat-maritime-fees.html - * US and China introduce retaliatory port fees on ocean shipping, escalating trade conflict, effective October 14. * The measures could cost the container carrier segment $3.2 billion by 2026 and affect significant portions of global fleet. * The fees are part of broader US-China policy weaponisation, linking trade and environmental strategies, impacting global supply chains.
https://splash247.com/port-fees-become-the-new-tariffs-in-us-china-maritime-showdown/ - * China introduces port fees targeting US-owned vessels, affecting global shipping routes and costs * Exemptions for Chinese-built ships and those in repair may mitigate market impact * Geopolitical tensions influence maritime regulation, with potential disruptions to global freight flows
https://seafarertimes.com/2020-21/node/9647 - * US will implement port fees on Chinese ships, prompting reciprocal Chinese fees, affecting freight markets * Chinese port fees target ships with 25% US ownership, potentially impacting US-listed shipping companies * Market effects include potential freight rate increases and route diversions, especially impacting tanker and bulker segments
https://discoveryalert.com.au/news/maritime-sanctions-us-china-trade-2025/ - * China imposes sanctions on five US-based subsidiaries of Hanwha Ocean, impacting global shipping and trade networks. * The sanctions follow US investigations into Chinese maritime practices under Section 301, intensifying US-China trade tensions. * Market reactions include a decline in oil prices and disruptions to supply chains, with broader implications for maritime industries and global trade routes.
https://www.ccjdigital.com/business/growth-strategies/article/15768996/ow-to-use-spot-market-data-to-win-profitable-freight-contracts - * The article discusses leveraging historical and real-time spot market data for freight bidding, applicable in the current slow recovery, in the shipping and logistics sector. * It emphasises network design optimisation and lane evaluation to boost long-term profitability, relevant to global freight markets. * The piece highlights data-driven strategies for carrier and broker partnerships, aiming to improve supply chain efficiency and minimise risks. * Timing references to Q4 2025 indicate ongoing industry adaptation and market monitoring. * Focus on supply-demand trends, rate analysis, and network resilience aligns with international logistics and shipping news.
https://www.maritimeanalytica.com/p/why-carriers-wont-rush-back-to-the - * The ceasefire in Gaza raises questions about the future of Red Sea shipping routes. * Carriers are still cautious due to recent Houthi attacks and regional instability. * A reopening could flood the market, affecting freight rates and capacity management.
https://www.seatrade-maritime.com/containers/is-a-collapse-in-the-container-shipping-market-imminent- - * Disruptions to global container routes due to Gaza conflict and US-China tensions, affecting scheduling and capacity. * US port fee implementation and Chinese port charges are potentially increasing costs and rerouting ships. * Risks of a market collapse remain but are considered unlikely in the near term, with stability hopes weighing on future prospects.
https://www.rivieramm.com/news-content-hub/owners-on-alert-freight-markets-react-as-chinas-port-fees-deepen-long-term-chess-game-86452 - * China and US introduce new port fees in October, affecting global shipping routes * China's measures target vessels with US ownership or control, prompting industry review * Freight rates and vessel rerouting activity react swiftly to geopolitical developments
https://en.protothema.gr/2025/10/15/peace-in-gaza-unblocks-the-suez-canal-gradual-return-to-normal-navigation/ - * De-escalation of violence in Gaza leads to improved conditions for maritime transport through the Suez Canal * Red Sea region remains volatile, with ongoing risks from Yemen's Houthis and Western coalition naval patrols * Canal traffic in 2024 halved compared to 2023, causing delays, increased costs, and capacity constraints for global shipping routes
https://www.ttnews.com/articles/oil-shippers-china-port-fees - * China's retaliatory port levies, effective from October 15, increase costs for oil tankers, with fees exceeding $6 million per voyage. * The measures lead to vessel delays, cancellations, and shipments rerouting, impacting global oil trade and freight rates. * Shipping companies respond by adjusting corporate structures and cargo destinations, causing congestion at Chinese ports and rising freight costs, particularly for VLCCs.
https://www.latimes.com/business/story/2025-10-15/shipping-braces-for-carbon-tax-that-fueled-us-tariffs-threat - * IMO is set to approve a global carbon tax on shipping emissions, potentially in effect from 2027. * The US opposes the regulation, exploring tariffs and sanctions as responses. * The new rules aim to reduce emissions and fund incentives for low-emission fuels, impacting global trade costs.
https://mfame.guru/ulcs-fleet-surges-past-neo-sub-panamax-as-market-shift-accelerates/ - * ULCS fleet surpasses 8 Mteu, with capacity reaching over 8.3 Mteu by 2025. * Over 0.9 Mteu added in 2023, with additional capacity expected before year-end. * Neo-Sub-Panamax segment grows slowly, under 8.1 Mteu, reflecting market shift towards larger ships.
https://boereport.com/2025/10/15/supertanker-freight-rates-up-sharply-as-us-china-trade-war-envelops-ports/ - * Supertanker freight rates surged due to US-China port fee disputes and sanctions on Rizhao oil terminal * Rates on Middle East to China route reached a two-week high, with ongoing volatility * Diversion of ships and sanctions are impacting global crude oil freight flows and port congestion
https://www.rivieramm.com/news-content-hub/tanker-earnings-hit-multi-year-highs-86286 - * Tanker freight rates rose significantly in late September, with US$40,000 daily earnings, driven by higher OPEC+ output and Chinese imports. * VLCC rates hit US$100,000 per day, the strongest since March 2023, with Suezmax and product tankers also performing well. * Crude fleet growth remains subdued at 0.6% compared to 1.4% demand growth, supporting market momentum.
https://www.supplychaindive.com/news/ocean-rates-china-port-fees-freightos/802875/ - * Ocean rates from Asia to US West and East Coast decrease by 8% week over week in October 2023 * Red Sea crisis developments and US-China trade tensions influence shipping capacity and fees * US port fees on China-linked vessels and China's countermeasures impact global maritime logistics
https://container-news.com/container-charter-market-faces-imminent-correction-after-five-year-boom/ - * Widening gap observed between freight and charter rates in container shipping sector, with rates remaining high despite falling freight prices.* The imbalance, driven by vessel supply shortages, geopolitical disruptions, carrier strategies, and regulatory pressures, is expected to correct by 2026.* Drewry forecasts a 16% decline in global freight rates in 2026 and eventual easing of charter rates as newbuilds and routes restore balance.
https://www.dcvelocity.com/editorial/featured/trust-tops-shoppers-wish-lists-this-holiday-season - * The logistics economy shows signs of contraction with a September score of 57.4 on the LMI scale, below the historical average. * Transportation capacity and utilisation decline, indicating a potential freight slowdown, influenced by tariff-driven preordering. * Q4 freight index forecasts marginal increases in rates, with continued excess capacity and depressed rates in truckload markets.
https://icecargo.com.au/ocotber-2025-newsletter-insights-on-australia-asia-europe-americas/ - * The global container shipping industry is forecasted to peak overcapacity in 2027, potentially decreasing freight rates. * Key disruptions include port strikes in Europe, geopolitical tensions between US and China, and US tariffs impacting shipping costs. * New trade agreements, port infrastructure projects, and route realignments are shaping the evolving maritime logistics landscape.
https://container-news.com/behind-indias-strategic-shipbuilding-transition/ - * India aims to grow its shipbuilding industry to less than 1% of global market share by 2033, supported by a 250 billion rupee fund * The country's focus on specialised vessels and strategic alliances with South Korea and Japan aims to carve a niche in the maritime sector * US-backed initiatives promote diversification of global shipbuilding capacity, reducing China's systemic dependencies
https://www.marketsmedia.com/trade-tariffs-and-turmoil-dominate-commodities-derivatives/ - * Commodities markets pivot towards Asia; SGX benchmarks influence global prices. * Freight, petrochemicals, and iron ore derivatives see record trading volumes amid geopolitical disruptions. * US trade realignments, India's growth, and port congestion impact global supply chains and pricing signals.
https://oilprice.com/Energy/Crude-Oil/Oil-Tanker-Rates-Soar-as-US-and-China-Escalate-Port-Trade-War.html - * US and Chinese imposition of retaliatory port fees disrupt global oil tanker flows, starting October 14. * Freight rates for supertankers reach nearly three-week highs, driven by increased costs and trade uncertainty. * Shipowners are repositioning vessels and considering alternative transfer methods to mitigate port fees and geopolitical risks.
https://timothyrenshaw.substack.com/p/risks-rising-for-bcs-seaspan-corp - * Seaspan, a leading containership leasing company, faces rising risks due to market correction predictions and fleet oversupply. * Geopolitical disruptions, fleet capacity growth, and demand slowdown may impact long-term charter rates. * Shipping industry risks highlighted by Drewry include fleet oversupply, geopolitical issues, and regulatory demands, affecting global logistics and freight markets.
https://www.freightwaves.com/news/ocean-freight-rates-plummet-amid-china-chaos - * Container freight rates on the trans-Pacific dropped 8% for the week ending 10 October, reflecting market weakening. * US-China trade war escalated with negotiations, affecting freight market dynamics. * New US port fees on Chinese ships and China’s tonnage tax impact vessel operations and provider strategies.
https://maritimemag.com/en/baltic-exchange-launches-new-tanker-routes-in-response-to-tariff-and-geopolitical-uncertainty/?utm_source=rss&utm_medium=rss&utm_campaign=baltic-exchange-launches-new-tanker-routes-in-response-to-tariff-and-geopolitical-uncertainty - * Baltic Exchange introduces TD28 and TD29 routes to reflect evolving global trade and energy dynamics * Routes are linked to Canada's expanded oil export capacity following TMX project completion in May 2024 * Development aimed at providing transparency and reliable benchmarks amid geopolitical tensions and market shifts
https://itsupplychain.com/port-fees-skyrocket-amidst-us-china-trade-tensions/ - * US and China introduce new port fees on vessels, impacting dry bulk cargo trade, with costs reaching up to $3 million, projected to exceed $10 million by 2028. * Pole Star Global reports a significant decline in Chinese vessel vessel screening in US ports, indicating route adjustments and trade flow disruptions. * Experts predict increased freight rates and possible route reconfigurations as carriers pass on surcharges amid escalating tensions.
https://splash247.com/splash-wrap-ports-politics-and-power/ - * Beijing and Washington introduce new port fees amidst US-led IMO Net-Zero vote, reflecting geopolitical tensions in shipping. * Hong Kong shipowners Pacific Basin and Seaspan relocate to Singapore due to US-related threats. * CMA CGM orders LNG-powered feeder ships from India’s Cochin Shipyard, marking a significant shipbuilding milestone.
https://theoldeconomy.substack.com/p/the-name-of-the-game-stacking-edges - * The article discusses recent developments affecting global shipping, including Middle East conflicts and US-China port fee sanctions, impacting tonne-mile demand and vessel supply. * It highlights how supply-side variables and geopolitical catalysts influence freight markets, particularly for crude tankers, bulkers, and container ships. * The piece analyses the potential market implications, such as increased voyage distances and freight rate pressures, with a focus on strategic shipping segments and future trends.
https://globalmaritimehub.com/container-charter-market-faces-its-first-real-correction-in-years.html - * Drewry reports a dislocation between freight rates and charter markets, signalling a potential correction. * The correction is forecasted to unfold over 2026, affecting shipping assets and costs. * Industry stakeholders are advised to hedge risks and review long-term charter strategies.
https://bitcoinethereumnews.com/finance/new-u-s-and-china-port-fees-have-reduced-the-number-of-cargo-ships/?utm_source=rss&utm_medium=rss&utm_campaign=new-u-s-and-china-port-fees-have-reduced-the-number-of-cargo-ships - * New port fees imposed by the U.S. and China have led to a sharp decline in cargo ship availability amid route adjustments by major shipping lines. * Disruptions caused delays and reduced cargo volumes, with potential cost increases passing to consumers. * Shipping rates for VLCCs surged following fee implementation, and industry trends indicate ongoing market adjustments.
https://bitcoinethereumnews.com/tech/us%E2%80%91china-port-fees-could-lift-scfi-raising-shipping-costs-and-consumer-price-pressures/?utm_source=rss&utm_medium=rss&utm_campaign=us%25e2%2580%2591china-port-fees-could-lift-scfi-raising-shipping-costs-and-consumer-price-pressures - * New port fees in the US and China have led shipping companies to withdraw vessels, causing congestion and delays at key trans-Pacific ports. * The Shanghai Containerised Freight Index increased by 12.9% following fee implementation, indicating higher freight costs. * Industry analysts warn that these changes will likely result in elevated consumer prices and influence carrier pricing models internationally.
https://www.edie.net/global-carbon-tax-on-shipping-shelved-as-nations-cave-to-pressure-from-us-and-saudi-arabia/ - * The International Maritime Organisation (IMO) postpones a proposed carbon tax on ships for one year, with the vote occurring on 17 October. * The proposal aimed for vessels over 5,000 gross tonnes to reduce greenhouse gas emissions by 30% by 2035 and 65% by 2040, subject to fees. * US and Saudi Arabia opposed the levy, citing economic and geopolitical concerns, with the US threatening retaliation.
https://www.maritimeanalytica.com/p/top-shipping-insights-of-the-week-587 - * Reports on global port fee changes and trade route reconfigurations affecting shipping logistics. * Discusses vessel capacity expansion and port strike impacts on freight markets. * Analyses shifting shipbuilding strategies and carrier activities in key maritime regions.
https://splash247.com/clarksea-index-surges-past-30000-as-port-fees-ripple-through-markets/ - * The ClarkSea Index rose above $30,000 a day, a 50% increase over the 10-year trend, driven by US-China port fee disputes. * Shipping earnings in sectors including tankers and container freight saw significant boosts, with notable increases in VLCC and transpacific freight rates. * Chinese port fee implementations and responses from analysts suggest short-term market disruption and potential shifts in deployment strategies. * China’s transport minister calls for global cooperation to foster free trade and mitigate protectionist effects.
https://swzmaritime.nl/news/2025/10/20/imo-postpones-decision-on-shippings-net-zero-framework/ - * The IMO Marine Environment Protection Committee postponed discussions on the Net-Zero Framework for one year, impacting global shipping regulations. * US opposition influenced the delay, citing concerns over economic impacts and global carbon taxes. * Industry organisations express disappointment, emphasising the need for clear regulations to support decarbonisation goals.
https://container-news.com/q3-2025-shipping-market-analysis/ - * The report covers shipping market trends, freight rates, and container demand from July to September 2025. * It details increased newbuilding activity, including dual-fuel LNG and methanol vessels ordered by major carriers. * Scrapping rates remain low, contrasting with high newbuilding orders, and market uncertainty persists due to geopolitical and economic factors.
https://mfame.guru/us-china-port-fee-dispute-disrupts-tanker-markets-in-week-42/ - * US–China trade tensions have led to increased port fees and disruptions in global tanker markets. * Rates for Aframax, Suezmax, and VLCC routes surged significantly in Week 42. * Operators face higher costs, logistical delays, and regulatory compliance challenges amid geopolitical risks.
https://www.marinelink.com/news/september-us-container-imports-contract-531285 - * US container imports declined 8.4% in September, reaching over 2.3 million TEUs, despite overall demand resilience. * Imports from China fell sharply by 22.9% year-over-year, influenced by tariffs and trade tensions. * Port volumes decreased by 7.9%, with notable declines at Long Beach and Baltimore, while Tacoma grew by 4.7%. * Shipping routes are being rerouted around the Cape of Good Hope due to Red Sea restrictions, extending transit times. * Trade policy risks, including new vessel fees and the US–China tariff truce expiration, impact supply chain planning.
https://www.biobased-diesel.com/post/international-maritime-organization-delays-adoption-of-net-zero-framework-talks-to-resume-in-2026 - * International Maritime Organization delays decision on the net-zero GHG reduction framework, resuming talks in 12 months. * The framework, approved in April, includes global fuel standards and GHG emissions pricing. * Industry responses from GCMD and Lloyd’s Register highlight ongoing support and regional regulatory developments.
https://oilprice.com/Latest-Energy-News/World-News/Tanker-Explosion-Off-Yemen-Deepens-Red-Sea-Security-Fears-for-LPG-Trade.html - * The LPG tanker MV Falcon exploded and caught fire off Yemen’s coast, prompting a salvage operation. * The incident occurred approximately 113 nautical miles southeast of Aden, with 24 crew rescued. * The event raises security and routing concerns for energy shipments through the Red Sea, affecting freight costs and insurance premiums.
https://www.seatrade-maritime.com/tankers/serious-implications-for-tanker-owners-as-china-retaliates-on-trump-s-tariffs - * China’s retaliatory port fees for ships with US links could affect vessel operations, especially tankers, due to potential US ownership structures. * VLCCs face high costs, around $6 million per call, with about 17% of US-listed tankers possibly impacted. * Increased market volatility predicted amid ongoing trade tensions and supply chain disruptions, affecting global shipping and freight markets.
https://gcaptain.com/global-crude-in-transit-reaches-record-1-24-billion-barrels-as-supply-surges/ - * Total crude and condensate on the world's oceans reached 1.24 billion barrels as of October 17. * Production increased from OPEC+ nations, the US, and Guyana, leading to a potential surplus. * Oil prices declined 0.8%, with increased shipping distances boosting oil in transit metrics.
https://www.mhlnews.com/transportation-distribution/news/55323849/low-import-volumes-shake-up-peak-season - * US import volume in September drops to 2.12 million TEUs, a 6.8% YoY decrease, impacting port activity. * Tighter regulations on non-domiciled CDL holders threaten capacity and carrier viability in the US drayage and terminal sectors. * Industry analysts warn of potential market disruptions and carrier bankruptcies extending into early 2026.
https://www.rivieramm.com/news-content-hub/clarksea-index-tops-30000--day-as-trade-fragmentation-looms-86518 - * ClarkSea index exceeds $30,000 per day, indicating strong shipping profitability, with data from Clarkson * Container, tanker, and dry bulk sectors show significant weekly rate increases amid trade tensions * Geopolitical and regulatory factors contribute to increased operating risks and market fragmentation
https://supplychain360.io/u-s-threatens-penalties-over-global-maritime-emissions-plan/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-threatens-penalties-over-global-maritime-emissions-plan - * US government signals opposition to IMO's Net-Zero Framework, preparing sanctions and restrictions, October 2023 * US considers punitive actions against foreign ships and officials to oppose global maritime decarbonisation efforts * Experts warn US measures could increase shipping costs, disrupt global trade, and deepen fragmentation at key ports
https://www.railfreight.com/beltandroad/2025/10/21/what-do-shipping-analysts-expect-from-international-trade-in-the-coming-years/ - * Shipping experts at Intermodal Europe 2025 forecast ongoing volatility and overcapacity in global maritime freight markets. * Key risks include geopolitical tensions, Red Sea crises, and trade wars affecting international trade flows. * Industry strategies involve increased redundancy and potential adjustments in capacity amid fluctuating demand and port congestion.
https://www.dat.com/blog/dry-van-report-monthly-imports-expected-to-drop-below-2-million-teu-as-tariffs-continue-to-rise - * US major ports forecast a decrease in monthly imports below 2 million TEU for the rest of 2023, according to the National Retail Federation and Hackett Associates. * Imports for October to December are projected to decline by over 12% year-over-year, influenced by tariffs and trade tensions with China. * Dry van freight rates and capacity trends in the US transport sector are analysed, highlighting capacity challenges and rate stability.
https://oilprice.com/Energy/Crude-Oil/Brent-Bounces-Off-60-as-Kazakh-Cuts-and-Asian-Demand-Lift-Prices.html - * Crude oil prices rise to $61 per barrel amid Kazakhstan's production cuts and Asian demand. * Tanker navigation risks increase in the Red Sea due to LPG tanker explosion off Yemen. * China’s refiners increase processing rates to highest levels since September 2023. * EU agrees to phase out Russian gas imports by 2028, affecting global gas trade. * US LNG exports to Mexico hit record levels, boosting North American energy flows.
https://www.seanews.com.tr/liner-majors-prepare-new-wave-of-big-box-ship-orders/204711/ - * CMA CGM commits to new LNG dual-fuel vessel orders and Indian shipbuilding projects, including feeder vessels from Cochin Shipyard. * Evergreen plans to acquire dual-fuel ships, with a total order of over 700,000 TEU across 45 vessels. * The global containership orderbook hits a record 10.5 million TEU, raising overcapacity concerns amid ongoing fleet investments.
https://tedmag.com/border-states-supply-chain-update-october-2025/ - * US government shutdown persists since October 1, affecting federal operations and impacting economic indicators. * Ocean freight rates decline due to soft demand and overcapacity, with shifts in import volumes from China. * US trucking industry faces low demand and rate pressure from tariffs, with market softness expected into early 2026.
https://gcaptain.com/commodity-vessels-clog-up-china-ports-as-fees-on-u-s-ships-begin/ - * Waiting times for vessels off Chinese ports increased to 2.66 days, the longest this year, as of Oct 19. * Disruptions linked to US-imposed sanctions and fees on vessels with American links, impacting global trade. * Oil terminal sanctions and geopolitical friction cause tanker delays at key ports like Dongjiakou and Yantai.
https://www.visiontimes.com/2025/10/21/us-china-trade-tensions-escalate-port-fees-and-rare-earth-controls-signal-strategic-shift.html - * China imposes port fees on US vessels, with escalating costs expected by 2028, potentially altering global trade routes * China introduces restrictions on rare earth exports, raising concerns over supply chain disruptions in key industries * US and allies explore strategies such as stockpiling and diversification amid geopolitical tensions impacting global shipping and commodities
https://mfame.guru/china-targets-us-linked-tankers-with-new-port-fees/ - * Approximately 9% of global tanker fleet, primarily US-linked vessels, face new port fees in China. * China’s crude imports increase year-on-year, highlighting a recovering demand. * The move could affect freight rates, vessel availability, and global trade routes, especially in the tanker sector.
https://www.rivieramm.com/news-content-hub/tankers-most-exposed-to-chinas-port-fees-brokerage-analysis-finds-86536 - * US-listed shipping companies own a significant portion of the global tanker fleet, particularly in crude segments. * Analysis indicates between 7% and 16% of tankers could be affected by China's new port fees, depending on vessel type. * Potential market implications include reduced calling at Chinese ports, increased voyage distances, and impacts on freight rates and fleet strategies. * China's crude import volumes continue to grow, underpinning ongoing demand for seaborne oil transport, especially with VLCCs dominating inflows.
https://www.rivieramm.com/news-content-hub/carriers-outpacing-lng-supply-growth-86537 - * LNG shipping deliveries exceed liquefaction capacity expansion, creating short-term market pressure. * Spot charter rates forecast to remain low through 2026, with potential recovery in 2027-2028. * The FSRU market is nearly sold out; LNG bunkering demand has grown rapidly. * Market outlook emphasizes timing of supply projects and vessel recycling decisions. * Industry focuses on infrastructure compatibility and global cooperation across LNG sector.
https://mfame.guru/tanker-markets-stay-resilient-as-trade-patterns-and-oil-flows-reshape-outlook/ - * The report highlights mixed tanker segment performance, influenced by changing trade routes and oil surpluses, heading into Q4 2025. * VLCC spot rates softened slightly in October but remain up 130.9% year-to-date, with positive long-term fundamentals supported by regional rebalancing. * Global crude oil on water increased 19% year-on-year, with crude stocks declining and exports decreasing in the US, indicating robust seaborne activity despite regional disruptions.
https://www.gtreview.com/news/sustainability/momentum-on-landmark-imo-net-zero-deal-fading-after-talks-postponed/ - * IMO voted to postpone talks on the net-zero framework, pushing implementation from 2027 to 2028. * US, Singapore, and Saudi Arabia supported delay; US threatened trade sanctions. * Industry experts warn delays could hinder decarbonisation targets and increase compliance costs.
https://container-news.com/kcci-up-0-35-as-busan-spot-rates-rise-to-u-s-europe/ - * The KOBC Container Composite Index increased slightly to 1,698 points, after three declines. * Spot rates to the U.S. West Coast and Europe rose significantly, with notable increases on east-west routes. * Rates in intra-Asia trades declined for China, Japan, and Southeast Asia, indicating regional shifts. * The index reflects changes in freight rates from Busan to major regions, impacting global shipping logistics. * Released by Korea Ocean Business Corp., the index tracks freight rate trends for shipping market analysis.
https://www.thehindubusinessline.com/opinion/india-can-lead-the-global-shift-to-green-shipping/article70190829.ece - * India commits $8 billion to revitalise its maritime sector and lead the green shipping shift by 2025. * The government targets port upgrades, green fuel infrastructure, and capacity building for international competitiveness. * Global shipping emissions standards, alternative fuels, and low renewable energy costs drive the strategic plan.
https://indiashippingnews.com/european-logistics-firms-face-impact-from-falling-freight-rates/ - * European shipping and logistics firms face profit pressures due to falling freight rates and subdued demand. * Ocean container rates have dropped to their lowest since January 2024, impacted by oversupply and US tariffs. * Maersk remains relatively shielded via long-term contracts, with mixed outlooks across the sector.
https://splash247.com/how-geopolitics-is-redrawing-the-worlds-shipping-routes/ - * Global trade remains high, but trade routes are shifting due to geopolitical tensions between the US and China * Changes in supply chains, especially for strategic goods, are leading to rerouting and new hubs in Asia and the Americas * Shipping industry must adapt to volatile flows and longer routes driven by strategic, not economic, considerations
https://www.logisticsmanager.com/unctad-warns-supply-chain-fragility-is-deepening-inequality/ - * UNCTAD warns supply chain fragility worsens inequality, especially for developing nations, amid climate, conflict, and cost pressures * Maritime disruptions, including longer routes around the Cape of Good Hope, impact global trade and increase costs * Calls for resilient, zero-carbon shipping, and regional infrastructure development to address vulnerabilities and boost economic stability
https://www.investing.com/news/commodities-news/us-sanctions-on-russian-oil-giants-may-reshape-tanker-market-93CH-4303964 - * US sanctions on Russian oil giants could reduce Russian crude exports by approximately 1.8 million barrels per day. * If exports decline, OPEC+ members, especially Saudi Arabia, might compensate, potentially affecting tanker demand. * Tanker rates and asset values are currently at peak levels, with some decline in vessel prices observed year-over-year.
https://www.shipfinex.com/blog/geopolitical-events-impact-global-shipping-industry - * The article discusses how geopolitical events influence global shipping, including route disruptions and new trade pathways, with a focus on critical chokepoints like the Suez Canal and Red Sea. * It examines historical and current tensions affecting maritime trade, highlighting strategic adaptations and emerging opportunities for ship owners. * It explores future trends such as Arctic routes, green corridors, and technological innovations that will impact global freight markets. * The piece addresses geopolitical risks, risk management strategies, and the importance of technology, including AI, blockchain, and autonomous ships, for navigating uncertain environments.
https://www.marineinsight.com/shipping-news/vessel-queues-at-chinese-ports-reach-longest-this-year-amid-u-s-fee-dispute/?utm_source=rss&utm_medium=rss&utm_campaign=vessel-queues-at-chinese-ports-reach-longest-this-year-amid-u-s-fee-dispute - * Port congestion in China has increased, with average waiting times reaching 2.66 days in October. * Disputes over new fees targeting US-linked ships have disrupted global shipping flows. * Supply chain risks are rising, impacting crude oil, iron ore, and bulk cargo shipments. * Data from Kpler highlights potential global trade disruptions due to port delays and sanctions.
https://www.marinelink.com/news/capesize-values-hit-year-high-531468 - * Capesize vessel values have increased by approximately 23% year-to-date, reaching levels last seen in October 2008 * One-year time charter rates rose by 33% from early 2024 to mid-October, diverging from asset value trends * Changes in Chinese port fees and cargo rerouting are impacting routing economics and regional vessel utilisation
https://www.freightwaves.com/news/u-s-maritime-revival-a-balancing-act-says-former-fmc-chairman - * US shipbuilding capacity remains low compared to China, with ongoing efforts to boost domestic capacity and reduce reliance on Chinese-built ships * Penalties on Chinese vessels impact US exports, especially agricultural cargo, and influence global trade dynamics * The US considers implementing a global shipping carbon tax, with concerns about economic impact and technological limitations * LNG's role as a cleaner maritime fuel faces infrastructural bottlenecks, limiting its potential for US-flag vessels * US port infrastructure projects aim to revitalise maritime trade and address logistic bottlenecks with new port developments
https://www.jdsupra.com/legalnews/net-zero-framework-for-international-6780655/ - * The IMO Marine Environmental Protection Committee delays adoption of the mandatory GHG reduction scheme until October 2026. * The US opposes the measure, threatening trade and port restrictions, influencing international negotiations. * European Union regulations on shipping GHG emissions remain in place, with ongoing regional measures ongoing.
https://greekreporter.com/2025/10/23/china-state-oil-giant-halt-russian-crude-imports-amid-new-us-sanctions/ - * Chinese state-owned oil companies halt Russian crude imports following US sanctions on Rosneft and Lukoil. * The suspension impacts 1.4 million barrels per day of Russian imports, affecting market dynamics. * Market prices for Eurasian crude decline, with potential shifts towards Middle Eastern suppliers. * Global oil trade reconfigures as China and India diversify away from Russian barrels, increasing demand for alternative supplies. * US sanctions influence international oil markets, creating uncertainty in global supply chains.
https://oilprice.com/Latest-Energy-News/World-News/Crude-Tanker-Rates-Surge-as-Oil-in-Transit-Hits-Highest-Level-Since-2020.html - * Crude tanker freight rates increase across all segments, driven by geopolitical disruptions and sanctioned oil delays. * Oil in transit hits 1.31 million barrels per day, highest since May 2020. * Analysts forecast possible surge in floating storage and vessel utilisation if oil prices weaken further.
https://www.westsideseattle.com/robinson-papers/2025/10/23/northwest-seaport-alliance-reports-severe-prolonged-decline-trade - * The NWSA reported seventh consecutive week of year-over-year decline in trade metrics ending October 10, 2025. * Key container and vessel data show significant drops compared to October 2024 and 2024 weekly averages. * Market influences include ongoing tariffs and previous atypical cargo diversion from Canada, exacerbating trade reductions.
https://trans.info/en/shipping-companies-pwc-428629 - * German ocean-going shipping companies report full capacity utilisation despite geopolitical risks and energy price uncertainties in 2025 * Industry anticipates shifts in trade volumes towards Asia and Europe, with security concerns in the Red Sea leading to detours and increased costs * Shipping firms call for enhanced maritime protection and investment in future propulsion technologies amidst cautious optimism about freight growth * Study highlights market and security vulnerabilities, including potential impacts from US political instability and regional conflicts
https://splash247.com/splash-wrap-sanctions-shadow-fleets-and-shifting-tides/ - * US sanctions target Russian oil producers, affecting crude exports and global tanker routes * Russia's shadow fleet expands amid geopolitical tensions, with registry changes reported * Industry leaders discuss technological adoption and geopolitical impacts on maritime trade
https://www.cemnet.com/News/story/180106/usg-supramax-market-strength-in-the-rates-is-clear.html - * US Supramax spot freight rates remain positive due to increased cargo orders and US East Coast activity. * Rates for petcoke transportation from Houston to Europe and Asia are highlighted, with recent figures provided. * US trade policies, including US-China tariffs, are expected to impact the dry bulk market, particularly China-US grain shipments.
https://container-news.com/sea-intelligence-impact-of-red-sea-re-opening/ - * Analysis models potential capacity release and port congestion scenarios if shipping lines switch back to Suez routing after ceasefire in Gaza. * Instant reversion could cause a 39% surge in European port volumes, significantly impacting infrastructure. * A return to Suez could free 2.1 million TEU of global capacity, representing 6.5% of the fleet, amid ongoing geopolitical tensions.
https://corporate.nvisionglobal.com/the-trade-war-ripple-how-tariffs-and-tonnage-taxes-are-reshaping-global-freight-dynamics/ - * US-China trade tensions lead to sharp drops in trans-Pacific container rates, signalling turbulence. * Policy moves like port fees and tonnage taxes cause rerouting, higher costs, and logistical uncertainty. * Emphasises need for better visibility and data-driven decision-making to manage volatility and maintain supply chain resilience.
https://www.brecorder.com/news/40389094/global-lng-asian-spot-prices-little-changed-amid-high-inventories-softer-demand - * Asian spot LNG prices remain stable around $11.20/mmBtu due to high inventories and softer demand, despite regional cold snaps and sanctions risks. * European gas prices hold steady amid geopolitical tensions, with market confidence supported by ample supply and wind generation. * Atlantic and Pacific freight rates for LNG shipping increased for the second consecutive week, driven by US cargoes rerouted to Asia and shipping market dynamics.
https://www.maritimeanalytica.com/p/the-great-freight-reversal-why-2026 - * Global ocean freight market shifts from scarcity to surplus, with demand forecasted to grow 3% by 2026 * Fleet growth reaches 3.6%, highest since 2019, with orderbook exceeding 10 million TEU * Falling freight rates and rising operating costs indicate significant market adjustments affecting all stakeholders
https://www.truthdig.com/articles/trump-jeopardizes-plan-to-reduce-global-shipping-emissions/?utm_source=rss&utm_medium=rss&utm_campaign=trump-jeopardizes-plan-to-reduce-global-shipping-emissions - * The IMO's net-zero framework for shipping emissions is delayed by at least a year following US opposition. * The US administration pressured other nations to reject the proposal, citing economic concerns. * Ports, cities, and shipping companies pursue independent decarbonisation efforts amid international setbacks.
https://gcaptain.com/rush-to-replace-russian-oil-sees-supertanker-freight-rates-jump/ - * US sanctions on Russian oil producers prompt buyers to seek alternative sources, increasing tanker demand. * Baltic Exchange data shows freight futures on Middle East-to-China routes rising sharply, up to 16%. * The shift affects global crude trade flows, notably boosting demand for tankers plying Middle East routes.
https://www.oilandgas360.com/supertanker-rates-soar-as-buyers-scramble-to-replace-russian-oil/#utm_source=rss&utm_medium=rss&utm_campaign=supertanker-rates-soar-as-buyers-scramble-to-replace-russian-oil - * Supertanker freight futures increased by 16%, reaching a two-year high, due to US sanctions on Russia’s oil firms * US sanctions on Rosneft and Lukoil prompted a scramble for alternative crude sources, impacting global oil flows * Cargo delays, port fee disputes, and increased demand for Middle Eastern supplies influence global shipping and freight markets
https://fulfillmenthubusa.com/global-surge-in-shipping-costs-causes-and-solutions/ - * Rising global shipping costs impact supply chains, driven by disruptions, fuel prices, and port congestion * Solutions include technology adoption, diversifying supply routes, and local fulfilment centres to reduce costs * The article covers causes and strategies relevant to maritime logistics and global trade sectors
https://fulfillmenthubusa.com/global-cargo-rates-on-an-upward-trend/ - * Rising global cargo rates, driven by supply chain issues and increased demand, impact businesses worldwide * Disruptions such as port closures and labour shortages limit capacity, pushing costs higher * Companies adapt through logistics strategies, technology, and supply chain diversification to manage costs
https://mfame.guru/from-china-to-vietnam-the-new-geography-of-global-trade/ - * Global trade remains robust despite geopolitical tensions, with volumes near record highs. * Production shifts from China to Vietnam and India, altering trade routes without reducing overall activity. * Shipping industry faces new risks like sanctions and political disruptions, demanding greater flexibility.
https://www.globaltrademag.com/u-s-port-volumes-sink-as-tariff-turmoil-deepens-and-supply-chains-shift-abroad/ - * US container imports fell 6.6% in September amid tariff pressures and supply chain shifts * Global container volumes reached record highs in August, with strong growth in other regions * US ports are expected to see continued declines through 2026, with rising geopolitical and tariff uncertainties impacting trade flows
https://www.projectcargojournal.com/transport-installation/2025/10/27/mpp-carrier-confidence-edges-up-as-uncertainty-clouds-outlook/ - * Shipbroker's Market Sentiment Index (MSI) for multipurpose (MPP) shipping rises to 53.3 in September 2025, indicating cautious optimism * US policy volatility and offshore wind project delays dampen short-term outlook, with geopolitical risks influencing trade routes like the Red Sea * Industry remains cautious due to regulatory shifts, trade war fears, and infrastructural delays, despite long-term project growth signals
https://mfame.guru/container-market-week-43-stable-momentum-amid-regional-rate-shifts/ - * The Baltic Exchange reports a 0.6% rise in the Freightos Baltic Index, indicating cautious optimism in global container shipping. * Regional trade lanes show mixed performance: declines on China/East Asia to North America West Coast, gains on East Coast, and marginal changes on Europe routes. * Market fundamentals remain broadly supportive despite geopolitical and trade diversification influences, with carriers regaining confidence before year-end.
https://stockwells.com.au/navigating-the-2025-freight-forwarding-peak-season/ - * The 2025 freight season in Australia is less congested, with stabilising port conditions and increased vessel capacity. * International disruptions include heavy congestion at the Port of Singapore and weather impacts from North-East Asia typhoons. * Key logistics peaks are Black Friday, Christmas, and Chinese New Year, requiring proactive planning and booking strategies.
https://www.traxtech.com/blog/scope-3-emissions-management-for-transportation - * Emphasises importance of accurate freight audit data for Scope 3 emissions reporting, highlighting diverse regional and carrier formats. * Discusses methodologies such as distance-based, spend-based, and GLEC standards for calculating transportation emissions. * Explores strategic measures like modal shifts, carrier selection, load optimisation, and route planning to reduce emissions across global supply chains.
https://www.jdsupra.com/legalnews/imo-postpones-adoption-of-net-zero-6758427/ - * The IMO delays adoption of the Net-Zero Framework at the 2025 MEPC session, with a reconvening planned for October 2026. * The framework aims to cut shipping sector GHG emissions through a credit trading system and fuel compliance targets, with a goal for near-zero emissions by 2050. * US opposition, led by Secretary Rubio and others, threatens sanctions and trade restrictions against supporting nations, adding political tension. * Supply constraints for low-carbon fuels and credit availability pose compliance and economic challenges for the industry. * Technical and policy developments continue during the delay, with future timelines for implementation uncertain.
https://cargoinsights.co/global-oil-shock-new-sanctions-hit-russia-india-and-china/ - * US, UK, and EU impose new sanctions on Russia’s energy exports, affecting global oil trade routes. * India and China are adjusting their crude oil import strategies due to the sanctions. * Oil prices increase by over 7-8%, with short-term market volatility expected amid shipping disruptions.
https://www.bairdmaritime.com/shipping/tankers/feature-iran-russia-and-the-new-zealand-insurer-that-kept-their-sanctioned-oil-flowing - * Reuters reports on Maritime Mutual's insurance coverage of sanctioned vessels, including instances of coverage post-sanction. * The article highlights challenges in sanctions enforcement and vessel tracking camouflage techniques, including AIS manipulation. * The report discusses the impact of Western sanctions and oil price caps on Russian exports, with implications for global shipping and energy markets.
https://www.upstreamonline.com/energy-security/suez-canal-blocked-after-sanctioned-tanker-carrying-russian-oil-grounded-in-key-waterway/2-1-1892448 - * The sanctioned tanker Komander grounded in the Suez Canal, blocking northbound traffic, on Tuesday. * The vessel had engine issues, was refloated after several hours, and was carrying Russian crude oil above the G7 price cap. * The incident disrupted global shipping routes and highlighted risks associated with dark fleet vessels operating outside standard insurance and regulation.
https://splash247.com/port-fees-from-temporary-problem-to-structural-risk-to-trade/ - * Shipping industry faces potential systemic risks from trade policy and port access discrimination * Disruption could lead to fleet layups, affecting capacity, vessel values, and insurance markets * Industry advised to adapt risk frameworks amid rising geopolitical influence on maritime operations
https://splash247.com/analyst-abstract-2-66/ - * Sanctions on Rosneft and Lukoil cause pause in China and India crude imports, boosting tanker freight rates, especially VLCCs. * Record oil on water linked to sanctions and floating storage, with increased demand for non-sanctioned barrels. * China’s shift away from US soybeans impacts dry bulk trade flows, boosting South American exports. * Container recycling overhang estimated at 1.8 million TEU, with a high share of older ships due for recycling. * Material highlights disruptions and realignment in global shipping routes, tanker markets, and logistics assets.
https://splash247.com/welcome-to-the-age-of-uncertainty/ - * Shipping sector navigates record-high geopolitical and trade risk indices in 2023 * IMO Net-Zero Framework failure adds regulatory uncertainty, impacting shipowners and operators * Fleet maintenance pressures increase with over 1,000 ships due for surveys in 2025 * Global trade polarisation between US and China intensifies, influencing shipping markets * Industry adapts to high disruption levels, with financial and operational implications
https://www.beijingbulletin.com/news/278662391/china-green-shipbuilding-drive-boosts-global-maritime-decarbonization - * China accelerates green shipbuilding with innovations in low-carbon vessel technology, including ammonia and LNG fuel options. * Major ports like Dalian develop as green fuel hubs, supporting maritime decarbonisation in China. * China secures 78.5% of international green vessel orders in 2024, signalling global shipping industry shifts.
https://www.hydrocarbonengineering.com/gas-processing/29102025/coming-surge-in-lng-production-is-set-to-reshape-global-gas-markets/ - * The International Energy Agency's outlook forecasts an addition of around 300 billion m3/yr of LNG export capacity by 2030, mainly from the US and Qatar * Market tensions easing due to increased supply could lead to lower prices and higher demand, especially in Asia Pacific * The report highlights geopolitical risks and the importance of global cooperation to secure supply and promote low-emissions technologies
https://www.thehindubusinessline.com/economy/logistics/india-bound-tanker-carrying-russian-crude-u-turns-in-baltic-sea/article70215802.ece - * A tanker carrying Russian crude reversed course in the Baltic Sea amid US sanctions, signalling possible trade disruptions. * The vessel's route change was observed a week after US sanctions targeted Rosneft and Lukoil, affecting Russian oil flows. * Indian refiners, including Reliance, are adjusting imports due to sanctions and increased European checks on Russian vessels.
https://www.globaltrademag.com/global-shipping-report-september-u-s-container-imports-contract-amid-tariff-uncertainty/ - * US container volumes in September 2025 fell 8.4% month-over-month but remain strong year-to-date, tracking 1.9% higher than 2024. * Major US ports experienced a 7.9% decline in volumes, with delays generally easing, reflecting maintained throughput. * Ongoing geopolitical tensions in the Middle East and Red Sea disruptions lead carriers to reroute via Cape of Good Hope, extending transit times. * New US tariffs and the ongoing government shutdown add complexity and uncertainty to the US freight market. * Descartes monitors these developments to support risk mitigation and operational adjustments in global supply chains.
https://www.freightwaves.com/news/ocean-rates-higher-by-double-digits-as-u-s-makes-asia-trade-progress - * Container shipping rates from Asia to the US and Europe increased by double digits over the past week. * Rates to the US West Coast rose 20%, reaching around $2,027 per FEU. * Carrier capacity adjustments and regional trade negotiations influence recent rate movements.
https://www.xeneta.com/blog/october-spot-rate-spike-2026-ocean-freight-tenders - * Spot rates from Far East to US and Europe increased in October, with a continuing trend forecast into November. * The rate spike coincides with carrier capacity management and seasonal shipping patterns, affecting shippers' negotiations. * Despite recent rises, long-term rates remain lower than spot rates, offering opportunities for better contract terms in 2026. * Overcapacity and fleet growth predict ongoing market challenges for carriers and opportunities for shippers. * The article discusses strategic responses for shippers based on historical and seasonal market patterns, influencing 2026 freight tender planning.
https://www.mytotalretail.com/article/the-impact-of-tariff-volatility-on-holiday-supply-chains/ - * Retailers and manufacturers face increased tariff uncertainty and geopolitical disruptions impacting holiday supply chains. * Companies are shifting shipping routes, diversifying modes, nearshoring, and restructuring networks for resilience. * Industry adopts digital tools like AI, digital twins, and scenario planning to manage disruptions and optimise logistics. * The environment signals a move towards more flexible, resilience-first supply chain practices amid rising costs and global upheaval.
https://mfame.guru/shipping-caught-in-the-crossfire-of-a-new-geopolitical-order/ - * US pressure and sanctions derail global IMO Net-Zero Framework, affecting shipping policies. * Europe appears divided and unprepared; US and Saudi outperform in negotiations. * Geopolitical tensions increase shipping costs, route fragmentation, and supply chain risks.
https://ctglobal-freightaudit.com/the-future-of-freight/ - * Advances in freight visibility tools enable real-time tracking and proactive rerouting of shipments. * Automation enhances compliance processes, ensuring regulations and sustainability reporting are met automatically. * Predictive analytics forecast logistics costs and disruptions, allowing proactive budgeting and routing decisions. * The shift towards technology-driven solutions aims for greater efficiency and risk management in global supply chains. * These trends are shaping a future where logistics companies can operate more strategically and adaptively by 2025.
https://splash247.com/shipping-tests-the-red-sea-again/ - * Vessel movements in the Red Sea and Gulf of Aden monitored amid regional tensions and ceasefire developments * CMA CGM is deploying ships via the Suez Canal for the first time since 2023, indicating potential trade resumption * Sanctioned Russian LNG and crude oil tankers transit Syrian channels amid cautious shipping environment
https://splash247.com/surging-vlccs-enter-pick-a-number-territory/ - * VLCC rates from Middle East to Asia rise to $125,100, driven by limited vessel availability * Rates from US Gulf reach up to $13 million, extending bookings into December * Analysts predict continued strength, with 2025 potentially the best year for tanker earnings in a decade
https://www.maritimeprofessional.com/news/bulk-vessel-market-softens-coal-411719 - * Global dry bulk market predicts slight strengthening in 2025, then weakening in 2026 and 2027, driven by declining coal shipments. * Coal shipments forecast to decline 4.9% between 2025 and 2027, impacting demand, especially in China, Europe, and India. * Risks include US-China trade tensions and potential reopening of the Red Sea route, which could further reduce cargo volumes and demand.
https://globalmaritimehub.com/cosco-ha-lo-realise-biggest-volume-gains-in-first-six-months.html - * August recorded the highest monthly container throughput globally. * Global volumes increased by 4.5% at mid-year, with regional variations. * Major carriers COSCO and Hapag-Lloyd led volume growth, with increases of 7% and 11% respectively.
https://windward.ai/blog/sanctions-enforcement-is-evolving-are-you/ - * US and EU sanctions targeted vessels, enablers, and energy companies, with increased emphasis on energy sector enforcement. * Behavioural tactics like GPS spoofing and false flagging surged, challenging static screening tools. * Divergence in enforcement policies among jurisdictions created a fragmented compliance landscape, prompting adoption of AI-driven risk detection. * These developments impacted global shipping, freight markets, and logistics, with increased operational risks and supply chain disruptions. * Organisations responded with real-time intelligence and adaptive compliance systems to navigate evolving sanctions landscape.
https://www.seanews.com.tr/antwerp-bruges-port-sees-3-8-pc-drop-in-cargo-volumes/204804/ - * Port of Antwerp-Bruges handled 202.6 million tonnes of maritime goods in 2025, down 3.8% year-on-year * Container throughput decreased by 2.4% in Q3, TEU volumes increased by 1.6% over nine months * Liquid bulk fell 13.5% due to weak petroleum exports and EU sanctions on Russian gas * Dry bulk down 8.9%, supported by increased imports from Russia and Morocco * Port's market share declined 0.7 percentage points amid capacity constraints, with recovery expected after new capacity investments
https://splash247.com/splash-wrap-deals-diplomacy-and-disruption/ - * US-China port fee suspension and grain trade re-engagement influence shipping rates, notably panamax surges. * Indian shipping sector sees significant investments, including port development and national container carrier plans. * VLCC tanker rates hit six-figure earnings, indicating a strong period for tanker markets in 2025.
https://www.shipfinex.com/blog/economic-factors-shipping-industry-costs - * Industry costs, including fuel, crew, and maintenance, are significantly affected by macroeconomic shifts in 2025. * Regulatory compliance costs and port congestion further increase operational expenses. * Fuel prices, interest rates, and geopolitical risks shape the economic environment for shipping investments.
https://mfame.guru/us-china-reciprocal-port-fees-drive-up-emissions-freight-rates-and-fuel-consumption/ - * Reciprocal port fees imposed by US and China increase freight rates, fuel consumption, and greenhouse gas emissions since October 2025. * Longer voyages due to fleet segregation cause higher operational costs and market volatility, with freight index surges. * Ambiguity in regulation and delayed decarbonisation rules affect global shipping resilience and sustainability investments.
https://container-news.com/why-us-china-trade-peace-may-not-last/ - * The article discusses potential re-escalation of US-China trade tensions affecting global maritime shipping. * It details possible scenarios, including managed decoupling, escalation through proxy retaliation, and full-blown conflict with significant disruptions. * Indicators like freight rates, blank sailings, and currency stability are highlighted as signals of future developments. * The analysis focuses on implications for port throughput, vessel costs, and global supply chain stability. * Timeline and policy decisions through 2025-2026 are identified as critical points for conflict resolution or escalation.
https://shalemag.com/eu-carbon-levy-us-energy-trade/ - * The EU plans to introduce a carbon border adjustment mechanism (CBAM) from January 2026, targeting carbon-intensive imports. * The mechanism aims to reduce global emissions from trade and encourage decarbonisation, with minimal direct impact on US trade costs. * Concerns from the US and other nations about trade and legal risks have been raised, amid potential retaliatory measures. * US trade related costs estimated at up to $1.4 billion annually under extended CBAM scope, representing a small fraction of total trade. * The policy seeks to promote global industry decarbonisation and influence international trade and production practices.
https://www.globaltrademag.com/u-s-and-china-pause-dueling-ship-fees-in-trade-deal/ - * US and China agree to pause ship fees for 12 months, relieving ocean freight costs. * The suspension affects large vessels sailing between the countries, notably easing US-China trade tensions. * The move aims to reduce shipping costs, mitigate vessel schedule disruptions, and restore investor confidence.
https://mexicobusiness.news/mobility/news/global-shipping-faces-fragile-growth-market-corrections - * Global container shipping sector faces complex period with rising costs and market corrections, with outlook extending into 2026 * Seaborne trade growth projected to slow to 0.5% in 2025, impacted by geopolitical tensions and rerouting * Vessel availability tightening due to carrier strategies, geopolitical disruptions, and emissions regulation pressures
https://oilprice.com/Energy/Energy-General/US-Venezuela-Tensions-Intensify-Regional-Energy-Risks.html - * Diplomatic and military tensions escalate between the US and Venezuela, affecting Caribbean energy security. * Venezuela’s crude exports reach 1.09 million barrels per day, boosting global oil markets. * Disputes over maritime boundaries and gas exploration agreements affect regional oil projects and investment.
https://www.globaltrademag.com/xeneta-u-s-china-truce-offers-relief-but-container-rates-set-to-sink-deeper-into-2026/ - * US-China trade truce announced in Busan, South Korea, offers short-term tariff reductions and port fee suspensions * Container freight rates on China–US routes have fallen significantly, with rates expected to decline further through 2026 * Oversupply and weakening demand in ocean freight markets persist, driving rate declines and market uncertainty
https://www.globaltrademag.com/u-s-economy-in-goods-recession-as-2025-freight-demand-plunges/ - * Freight demand in the US drops 18% year-over-year in 2025, the lowest since the pandemic. * The Outbound Tender Volume Index (OTVI) falls to approximately 9,420. * Truck driver employment reverts to pre-pandemic levels around 1.523 million, indicating persistent overcapacity.
https://regtechtimes.com/chinese-lng-vessel-suspected-of-aiding-russian/ - * Satellite images reveal ship CCH Gas's true location, contradicting its reported position off Malaysia. * Vessel is linked to suspected sanctions evasion by aiding Russian LNG exports through secretive transfers. * Use of dark fleet tactics, including location spoofing and close proximity to other tankers, raises concerns over illicit trade movements.
https://www.seatrade-maritime.com/containers/no-instant-fix-from-trump-xi-tariff-truce - * Container shipping on the Transpacific faces declining volumes and rates through 2026, despite a tariff truce. * Rates from China to US West Coast down 59% year-on-year; East Coast down 48%. * Xeneta forecasts global rate drops of up to 25% in 2026 amid subdued demand and geopolitical uncertainties.
https://www.seatrade-maritime.com/containers/supply-chain-damage-already-done-says-xeneta - * Xeneta reports that supply chain damage from geopolitical tensions already impacts container shipping, regardless of tariffs or port fee reductions. * Uncertainty over US-China trade disputes and court rulings extending into 2026 affects global freight demand and shipping rates. * Market indicators suggest overcapacity, fierce carrier competition, and the need for flexible contracts to manage supply chain resilience.
https://mfame.guru/tanker-markets-surge-as-rates-hit-new-highs-is-a-correction-coming/ - * Vessel charter rates, including VLCCs, surge due to strong oil demand, geopolitical tensions, and limited fleet expansion. * Drewry’s indices indicate over 50% growth in tanker equities in 2025, driven by tight supply and buoyant global trade. * Short-term outlook remains positive, with Drewry forecasting sustained demand until at least 2026 despite potential risks of rate correction.
https://www.shippingandfreightresource.com/black-friday-e-commerce-promotions-propels-transpacific-airfreight-dimerco/ - * Transpacific air freight demand surges due to e-commerce promotions and high-tech launches in Asia-Pacific before year-end * Capacity constraints and tariff negotiations affecting ocean and air freight markets across US, China, and Southeast Asia * Asian ports face congestion and equipment shortages; European airports impacted by ransomware disruptions
https://www.projectcargojournal.com/business/2025/11/03/cheaper-to-insure-but-pricier-to-ship-iumi-flags-growing-risks-for-project-cargo/ - * IUMI 2025 Stats Report indicates stable cargo insurance premiums but rising overall shipping costs due to ageing vessels and geopolitical hazards * Improved loss ratios attract underwriting but increasing vessel age and inflation threaten safety and increase claims costs * Longer voyages to avoid regions like the Red Sea raise war risk premiums and extend transit times, affecting project logistics and costs
https://investinglive.com/commodities/panama-canal-sees-2026-trade-slowdown-but-usasia-lpg-traffic-hits-record-highs-20251103/ - * The Panama Canal Authority forecasts a slowdown in global trade volume in 2026 due to economic slowdown. * U.S.–Asia LPG traffic through the canal hits new high, accounting for over 95% of U.S. LPG exports to Asia. * Increasing LPG vessel throughput driven by strong U.S. exports and Asian demand, amid weaker broader shipping demand.
https://www.insurancejournal.com/news/international/2025/11/04/846289.htm - * Armed attack on a tanker off Somalia in November 2024, suspected piracy, was thwarted by onboard security. * The incident occurred approximately 615 km off the Somali coast, involving a Cayman Islands-flagged chemical tanker. * EU naval forces are investigating, and transit through the Red Sea region faces increased caution due to ongoing security concerns.
https://etrr.springeropen.com/articles/10.1186/s12544-025-00737-6 - * Examines the causal relationship between oil prices (OP) and Baltic Dry Index (BDI) from 2004 to 2018 * Finds time-varying causality with structural breaks and short-term stability issues * Demonstrates periods of both positive and negative nexus linked to global economic changes and geopolitical tensions
https://www.thehindubusinessline.com/economy/vlcc-suzemax-rates-to-stay-high-as-india-china-may-replace-russian-barrels-with-mid-east-latam/article70239061.ece - * Increased OPEC+ production and US sanctions on Russia drive India and China to source crude from Middle East and Latin America, boosting demand for VLCCs and Suezmax vessels. * Baltic Dirty Tanker Index (BDTI) rises 47.2% YTD, supported by strong VLCC and Suezmax performance, with rates above $80,000 per day. * Geopolitical conflicts and oversupply concerns sustain high freight costs, with continued growth expected into 2026, benefiting tanker operators.
https://energynow.com/2025/11/lng-shipping-rates-hit-multi-month-highs-on-tighter-vessel-availability-winter-demand/ - * LNG shipping rates for Atlantic and Pacific vessels hit multi-month highs due to limited vessel availability and seasonal demand in November 2024. * Rising rates linked to delays in cargo discharge, U.S. export ramp-ups, and increased European and Asian winter inventories. * Short-term vessel availability squeeze expected to persist, supporting freight rate increases in the near future.
https://everchem.com/trucking-update-5/ - * The US freight industry faces a potential capacity washout with an estimated elimination of up to 600,000 drivers due to regulatory and market factors. * The decline in freight volumes (18% YoY) and regulatory changes, including stricter CDL and English proficiency enforcement, contribute to industry disruption. * Industry experts predict subsequent market stabilisation, with implications for shippers and carriers, including increased rates and consolidation. * The article highlights the broader impacts on the US logistics, freight markets, and supply chains amid ongoing regulatory reforms.
https://container-news.com/container-rates-rise-again-in-week-44/ - * Global container spot rates rose for the third consecutive week, with the Drewry World Container Index increasing 4% to $1,822 per FEU in Week 44. * Asia–US and Asia–Europe routes experienced rate hikes, driven by carrier attempts to support prices ahead of contract negotiations. * Transatlantic rates declined slightly, reflecting ongoing regional market variations.
https://news.google.com/rss/articles/CBMitAFBVV95cUxNc1E2Tjl6dE1RaHN5cEM2SktWUGx5aFpfbEQ5NTd3M0U2TUlRMHNGZzg0al9pN1gtOWNJRTIxRXA2M0Q3YnU0dld6YW9fZlBmeTFmVkpjQ2xQLUsxeHhudko2eTctLTg0VXhDRWxxcVBCd1Z1UXl3dXBvVEV0Z1hXeVQ3M2U0ejBjYzU5M0ZWSUxQQTNkZm8weUtoZkFnSlpsbFFVWjR6NHlwejc4TW42dEJ2UVU?oc=5&hl=en-US&gl=US&ceid=US:en - * Major shipping lanes in the Red Sea are disrupted due to attacks by Houthi militants, causing a 90% decrease in container traffic through the region. * Shipping costs and insurance premiums for Asia-Europe routes have tripled, leading to higher consumer prices and supply chain delays. * Longer rerouting around Africa increases transit times by 10-14 days, impacting energy shipments and port congestion in key Asian and European ports.
https://www.omanobserver.om/article/1179162/business/energy/lng-shipping-rates-hit-highs - * LNG shipping rates for vessels with 174,000 cubic metre capacity hit multi-month highs in Singapore, driven by vessel availability and rising demand. * Rates increased over 50% in one week, with Atlantic rates reaching $61,500 per day and Pacific rates at $42,250 per day. * Delays in cargo discharges into Egypt and geopolitical tensions contributed to the rate surge.
https://mfame.guru/2026-a-turning-point-for-shippers-as-freight-market-shifts-in-their-favor/ - * Global freight rates are forecast to fall by 25% in 2026, easing pressure on shippers. * Fleet capacity is expanding with over 10 million TEU ordered, mainly by MSC and OCEAN Alliance. * Red Sea conflicts and regional instability continue to influence shipping routes and operations.
https://www.supplychainbrain.com/articles/42788-thaw-in-us-china-trade-talks-not-expected-to-fix-lagging-shipping-demand - * US-China trade truce progress gains. No impact on container demand, 2026 outlook remains weak. * Trade rates from China to US fall sharply; projections suggest continued decline into 2026. * Shipping industry faces oversupply and policy uncertainty, limiting carrier pricing power.
https://www.fmiblog.com/2025/11/05/commercial-vessel-market-to-reach-usd-212-9-billion-by-2035-growth-accelerates-with-fleet-modernization-and-lng-adoption/ - * Market projected to grow from USD 158.8 billion in 2025 to USD 212.9 billion in 2035, with a CAGR of 3.0% * Growth supported by global trade expansion, environmental regulations, and technological innovation * Key regions include China, India, Europe, North America, and Middle East & Africa, focusing on fleet modernisation and green propulsion
https://container-news.com/the-container-shippings-bet-on-lng-amid-geopolitical-turbulence/ - * LNG-fuelled container vessel orders nearly doubled from late 2023 to mid-2025, reflecting industry shift. * Europe's LNG terminal expansion accelerated between 2022 and 2024, supporting maritime LNG adoption. * Geopolitical disruptions, such as Red Sea reroutes, influence LNG vessel economics and strategic value.
https://oilprice.com/Latest-Energy-News/World-News/Oil-Tanker-Storage-Surges-as-Russia-and-Iran-Face-US-Sanctions.html - * Large volumes of crude oil stored on tankers due to US sanctions on Russia and Iran, according to industry sources. * Sanctions have led to dislocated oil holdings, affecting global oil supply and market dynamics. * Oil market forecasts indicate potential oversupply, with some estimates suggesting a significant glut in the coming months.
https://www.scangl.com/news/the-global-supply-chain-weather-forecast-shows-persistent-winds-of-change/ - * The US and China agree on tariffs, export controls, and trade measures, extending into 2025-2026. * China continues diversifying exports away from the US, impacting global trade routes. * Shipping industry reacts to ceasefire effects, delays in Red Sea routing, and port fee pauses.
https://www.marineinsight.com/shipping-news/sca-invites-shipping-companies-to-conduct-trial-voyages-through-suez-canal/?utm_source=rss&utm_medium=rss&utm_campaign=sca-invites-shipping-companies-to-conduct-trial-voyages-through-suez-canal - * SCA announced the resumption of 229 vessel transits through the Suez Canal in October, the highest since regional tensions eased * The authority highlighted regional stability, port enhancements, and increased vessel tonnage over the past months * Stakeholders discussed incentives, insurance costs, and regional security efforts aimed at boosting maritime traffic in the corridor
https://euromaidanpress.com/2025/11/05/russia-ghost-fleet-buyers-vanish/ - * US sanctions on Rosneft and Lukoil led to a sharp decline in Russian seaborne oil shipments in late 2024. * Over 380 million barrels are now floating at sea, unable to be delivered or monetised. * Major Asian buyers, China, India, and Türkiye, reduced purchases due to fears of secondary sanctions and market risks. * Russia’s oil export revenue dropped by approximately $90 million weekly, exacerbating economic strains. * The floating stockpiles demonstrate the effectiveness of sanctions through incremental economic strangulation.
https://oilgasleads.com/industrial-freight-falters-as-u-s-goods-economy-faces-major-contraction/?utm_source=rss&utm_medium=rss&utm_campaign=industrial-freight-falters-as-u-s-goods-economy-faces-major-contraction - * U.S. trucking volumes decrease by 17% YoY, signalling industrial demand slowdown. * Sectors such as energy, automotive, housing, and manufacturing decline by 30% YoY. * US crude inventories increase by 6.5 million barrels, pressuring oil prices amidst geopolitical tensions.
https://gcaptain.com/oil-tankers-get-dirty-ditching-fuels-for-crude-as-rates-boom/ - * Increase in freight rates for oil tankers prompts vessels to switch from product to crude transport. * Nine LR2 tankers changed to crude transport in early September, totaling 35 so far this year. * Rising oil output and sanctions against Russia and Iran drive volumes and earnings in the sector.
https://www.marinelink.com/news/eu-sends-warship-somali-coast-suspected-532053 - * EU's counter piracy force deploys a warship off Somalia following a suspected pirate attack on a commercial vessel * Attack occurs near Mogadishu in early 2024, raising concerns over maritime security * Incidents involve Somali pirates and Iranian fishing boat, amid regional tensions in the Indian Ocean and Red Sea
https://oilprice.com/Energy/Natural-Gas/LNG-Freight-Rates-Surge-By-50-As-Europe-Races-To-Refill-Inventories.html - * LNG tanker freight rates across the Atlantic increase over 50% in one week due to seasonal demand, vessel shortages, and logistical delays. * European gas inventories aim for 90% capacity before winter, impacting LNG import needs and prices. * US LNG capacity expansion and delayed cargo discharges influence global supply and market dynamics, with long-term oversupply speculation. * Short-term market tightness persists despite long-term capacity growth forecast, driven by seasonal and geopolitical factors. * Asian and Latin American demand are expected to increase, affecting global LNG trade and freight rates.
https://www.shipfinex.com/blog/maritime-industry-challenges - * The shipping sector confronts environmental regulations, infrastructure investments, and fuel transition costs, with a focus on net-zero emissions by 2050. * Workforce shortages and digital skills gaps threaten operational capacity, while automation and training are prioritised. * Supply chains experience congestion and rerouting disruptions, increasing costs and reducing reliability on key choke points. * Financial pressures rise due to ship price inflation, higher insurance, and compliance costs, favouring larger, greener operators. * Geopolitical tensions in key routes add risk and costs, requiring flexible, informed route management. * Digitalisation and sustainability initiatives are creating new ownership and operational models, fostering smarter shipping practices.
https://www.globaltrademag.com/u-s-truck-freight-market-deteriorates-in-q3-2025-reversing-brief-improvement/ - * US freight shipment volumes fell by 2.9% in Q3 2025, reversing earlier improvements * Freight costs increased by 2%, despite declining shipment volumes, signalling capacity reduction * Tariffs, manufacturing slowdown, and consumer spending impacts contributed to the downtrend in freight activity
https://www.rt.com/africa/627413-suez-canal-cargo-traffic-surge/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * Cargo traffic through Egypt’s Suez Canal rose by over 10% between July and October, driven by regional stability gains * 4,405 vessels passed through the canal, carrying 185 million tons of cargo, compared to 4,332 vessels and 167.6 million tons last year * The surge correlates with the Gaza ceasefire and regional peace efforts, boosting shipping confidence and traffic volume
https://globalmaritimehub.com/bunker-fuel-outlook-week-45.html - * Bunker fuel indices exhibit mixed movements, with declines in HSFO and increases in MGO, indicating market volatility. * European gas markets remain tightly balanced, with LNG prices easing slightly and storage levels rising modestly. * Nordic Council proposes IMO regulation to cut black carbon emissions from Arctic ships, potentially impacting marine fuel demand and specifications. * Regional bunker differential indices and regulatory initiatives reflect cautious market sentiment amid ongoing adjustments. * Market fundamentals suggest continued volatility and cautious trend in global shipping fuel and emission regulation sectors.
https://windward.ai/blog/tanker-freight-rates-hit-five-year-high-amid-russian-oil-sanctions-shake-out/ - * Oil freight rates reach a five-year peak due to sanctions and merchant fleet adjustments * Increased dark fleet activity and vessel shortages complicate Russian and Iranian oil exports * US sanctions and EU measures influence global tanker operations, with record oil-on-water figures recorded * Russian crude exports are shifting through clandestine shipping practices, impacting logistics and supply chains * Market signals reflect geopolitical tensions affecting global shipping, trade routes, and vessel availability
https://www.seatrade-maritime.com/containers/top-maritime-news-stories-for-week-ended-7-november - * Suez Canal authorities encourage container lines to resume transits, citing improved security after peace in Gaza. * Somali piracy incidents increase, with two attacks on tankers in early November. * MSC's fleet surpasses 7 million TEU, becoming the second-largest container carrier globally. * Attacks off Somali coast involve attempted hijackings and ongoing naval responses, impacting maritime security and shipping routes.
https://dredgewire.com/u-s-ports-hit-the-brakes-after-record-summer-as-tariffs-impact-takes-hold/ - * US ports, including Los Angeles and Long Beach, saw a slowdown in container volumes in September 2025 following record-breaking summer months. * The downturn is linked to ongoing tariffs, with imports from China and other countries declining, and port market shares shifting eastward. * Despite some growth in year-to-date figures, overall port activity is expected to remain subdued into Q4 due to economic and geopolitical uncertainties.
https://mfame.guru/decoding-maritime-emissions-vlcs-emerge-as-most-efficient-vessels-feeder-ships-lagging-in-intensity/ - * Containership emissions in Q3 2025 stabilise at 50.3 million tons amid traffic growth * VLCS show highest efficiency, feeder ships lower, based on voyage data * Trade route analysis highlights China-U.S. route volatility and regulatory impacts
https://en.protothema.gr/2025/11/07/upward-momentum-for-lng-higher-activity-in-us-cargoes/ - * October saw a rise in freight rates for LNG carriers, driven by increased US exports and European demand. * US LNG exports surged 27.6% year-on-year, supporting Atlantic freight rates; hurricane activity limited vessel availability. * Global trade patterns shift, with a forecasted 19% rise in LNG trade in 2026 due to new liquefaction projects, while fleet expansion outpaces trade growth.
https://www.freightnews.co.za/article/suez-shows-strong-recovery-in-vessel-traffic - * Vessel transits through the Suez Canal increased in October following regional stability improvements after the Sharm El-Sheikh Summit. * Data shows 4,405 vessels passing from July to October 2024, with a marked increase compared to earlier disruptions. * Red Sea and Bab al-Mandab Strait geopolitical developments continue to influence shipping routes and port congestion.
https://mfame.guru/ocean-container-freight-rates-edge-higher-as-carriers-manage-capacity-ahead-of-2026/ - * Spot rates from the Far East to US West Coast increased by 28.2% week-on-week, reaching USD 2,756 per FEU. * Capacity on key routes declined month-on-month, supporting the rise in spot rates. * Carriers actively manage supply ahead of the 2026 contract-tender season amid subdued demand.
https://www.marinelink.com/news/two-russian-oil-tankers-drop-anchor-sea-532167 - * Two Russian oil tankers remain anchored near the Suez Canal, signalling export difficulties due to Western sanctions. * The vessels, carrying 1.5 million barrels of Russian Urals crude, have been stationary since late October. * The situation reflects increased logistical and commercial strain on Russian oil exports following tightened sanctions against Moscow.
https://container-news.com/sea-intelligence-transatlantic-is-poised-for-a-crash/ - * Analysis of significant vessel utilisation decline in the Transatlantic Westbound trade, projecting a crash in the coming weeks * Spot rates from Rotterdam to New York are at their lowest since late 2023, with demand growth turning negative in September 2025 * Shipping lines expected to reduce capacity as vessel utilisation drops below pre-pandemic levels, impacting freight rates and service availability
https://www.marineinsight.com/shipping-news/eu-shipping-emissions-hit-an-all-time-high-in-2024-since-official-reporting-began/?utm_source=rss&utm_medium=rss&utm_campaign=eu-shipping-emissions-hit-an-all-time-high-in-2024-since-official-reporting-began - * EU shipping emissions reached an all-time high in 2024 despite declining trade volumes. * Emissions increased by 13%, driven mainly by container ships' longer routes and higher speeds. * Fossil fuel transportation contributes at least 20% of total EU shipping emissions, with increased LNG shipments following Russia-Ukraine conflict impacts.
https://www.somaliguardian.com/news/somalia-news/eu-warship-secures-attacked-by-pirates-off-somalia-coast/ - * An EU warship secured an oil-products tanker after a piracy attack off Somalia, with the crew safe and no injuries reported. * A second vessel, an LNG tanker, was approached by pirates but managed to outrun the small craft. * Recent incidents signal a resurgence of Somali piracy, impacting shipping lanes used for energy and goods transport. * The attacks coincide with increased activity by Houthi militants in the Red Sea, affecting regional shipping routes.
https://www.leaders-mena.com/daring-rescue-eu-forces-free-crew-from-somali-pirates/ - * EU naval forces rescued 24 crew members from a Maltese-flagged oil tanker attacked by pirates off Somalia. * The incident occurred Thursday, with rescue completed by EU’s Operation Atalanta on Friday. * The attack signals a possible resurgence of piracy activity in the region, increasing concerns about international shipping safety.
https://www.marineinsight.com/shipping-news/two-oil-tankers-with-1-5-million-barrels-of-russian-oil-idle-at-sea-amid-sanctions/?utm_source=rss&utm_medium=rss&utm_campaign=two-oil-tankers-with-1-5-million-barrels-of-russian-oil-idle-at-sea-amid-sanctions - * Two Russian oil tankers, Sikar and Monte 1, remain anchored near the Suez Canal amid increased sanctions on Russia’s oil exports. * Sanctions targeting Rosneft and Lukoil aim to limit Russia’s oil income, affecting global supply and trade routes. * Tankers’ delays signal growing export challenges for Russia and shifting patterns in Asian oil markets due to discounts and reduced demand.
https://ppc.land/retail-imports-forecast-to-slow-as-holiday-inventory-reaches-stores/ - * U.S. port import volumes forecast to decrease in November and December 2025, with notable declines compared to the previous year * Tariff adjustments and port congestion influence inbound freight patterns and shipping logistics * The slowdown impacts shipping schedules, port activity, and supply chain planning across key US ports
https://www.globaltrademag.com/shippers-reduce-inventories-for-first-time-since-july-2024-signaling-supply-chain-shift/ - * US logistics managers report first reduction in inventories since July 2024, signalling a shift towards 'just-in-time' strategies * Rising warehouse costs and economic uncertainties drive companies to reduce stock levels, affecting freight demand * Changes impact transportation sectors, with increased domestic freight movement and more urgent shipping needs * Data from the Logistics Managers Index and container import bookings highlight ongoing supply chain adjustments
https://mfame.guru/fleet-flood-or-demand-drought-dry-bulk-faces-a-split/ - * The Baltic Exchange reports contrasting growth prospects within the dry bulk sector for 2026, highlighting vessel class divides. * Nearly 600 new bulk carriers are scheduled for delivery in 2026; capesize sector shows manageable growth, while panamaxes and smaller vessels face oversupply. * Demand for larger vessels is driven by iron ore and bauxite trade momentum, whereas smaller vessels confront trade pattern shifts and structural challenges.
https://newscats.org/pirates-are-back-somali-waters-turn-dangerous-again - * Recent pirate attacks off Somalia highlight a resurgence of maritime threats in the Indian Ocean, impacting global shipping routes * Increased naval deployments and security measures are being considered to counter the threat, affecting international maritime strategy * Rising shipping costs, supply chain disruptions, and crew safety issues result from increased piracy activity, with broader geopolitical implications
https://www.marinelink.com/news/orders-less-polluting-ships-hold-share-532180 - * Orders for eco-friendly ships in 2025 remain at 37%, unchanged from 2024, amid regulatory delays. * Total vessel capacity decreased to 78 million GT in the first 10 months of 2025. * Alternative fuel ships, mainly LNG, account for a significant share of new orders, despite regulatory postponements.
https://www.marinelink.com/news/tanker-orderbook-high-despite-market-532182 - * Tanker orderbook in 2024 and 2025 has expanded significantly, reaching 16% of the existing fleet. * Market driven by sanctions enforcement, oil demand, and geopolitical factors following Russia-Ukraine conflict. * Limited fleet supply growth and cyclical contracting influence freight rates and vessel orders.
https://theloadstar.com/news-in-brief-podcast-week-45-2025-ocean-highs-and-headaches-and-insight-from-acf/ - * MSC's fleet surpasses 7 million TEU, reinforcing market dominance, with Maersk considering new megaship orders. * Industry faces warnings of overcapacity extending to 2030 and discussions of rate wars. * Air freight activity includes insights from Abu Dhabi, with impacts from Europe's ecommerce crackdown and US shutdown risks.
https://www.freightwaves.com/news/suez-canal-ocean-lines-discuss-return-of-global-shipping - * Egyptian authorities and major shipping lines met to discuss the revival of maritime traffic through the Suez Canal. * The discussions follow disruptions caused by Houthi militia attacks in Yemen, impacting global shipping routes. * The meeting aims to assess developments in the Red Sea and restore traffic to pre-disruption levels, affecting global trade and freight markets.
https://www.maritimeanalytica.com/p/cosco-on-9m-2025-strong-volumes-weak - * COSCO SHIPPING Lines reports increased cargo volumes across trade lanes in the first nine months of 2025. * Despite higher liftings, revenue declines due to weakening freight rates amid market oversupply. * Industry-wide pressures reflect a global shipping market characterised by high volumes and low rates.
https://www.thescxchange.com/move/survey-logistics-pros-turn-to-tech-amid-trade-turbulence - * Logistics professionals emphasise increased reliance on technology amid ongoing trade turbulence, according to the 'Ninth Annual Forwarder/Broker Benchmark Study' * Survey, based on 434 global freight forwarders and brokers, highlights rising trade and compliance challenges over the next five years * Findings indicate shifting industry focus from efficiency to data management, with heightened geopolitical and regulatory pressures impacting supply chain operations
https://resource-recycling.com/recycling/2025/11/10/west-coast-ports-expect-slowdown-in-container-shipments/?utm_source=rss&utm_medium=rss&utm_campaign=west-coast-ports-expect-slowdown-in-container-shipments - * Container activity at Long Beach and Los Angeles ports expected to decline in late 2024 and early 2025, reflecting demand fluctuations and cautious consumer spending * US containerised exports, including recovered paper fibre, remain flat or decline, amid capacity closures and tariff impacts * Port authorities anticipate delays and a strategic shift in global trade routes as US-China trade relations and tariffs evolve, affecting supply chain dynamics
https://discoveryalert.com.au/us-sanctions-russian-oil-global-impact-2025/ - * US sanctions on Russian oil introduced, affecting global supply and prices. * Russian energy revenue streams and export routes face disruptions, impacting international markets. * Asian, European, and Indian markets adapt through inventory management and strategic sourcing, altering supply flow patterns.
https://www.thehindubusinessline.com/economy/logistics/cma-cgm-benjamin-franklin-becomes-first-ultra-large-container-ship-to-transit-red-sea-in-2-years/article70266513.ece - * CMA CGM Benjamin Franklin becomes the first ultra-large container vessel in nearly two years to transit the Red Sea, on November 11, 2025 * The transit follows Houthi attacks disrupting maritime activity and indicates possible realignment of shipping routes * Industry sources suggest the move aims to reduce vessel turnaround times and optimise freight logistics between Asia and Europe
https://gcaptain.com/houthis-declare-suspension-of-red-sea-attacks-but-maritime-threat-remains/ - * Houthi group in Yemen announced a suspension of maritime attacks against Israel in the Red Sea on 11 November. * Experts warn the threat remains due to the group's capacity for missile, drone, and USV attacks, contingent on regional conflict developments. * The conflict's escalation has caused significant disruption to shipping routes, increasing costs and transit times in the region.
https://super-internationalshipping.com/the-true-cost-of-cargo-ships-2025/ - * Cargo ship costs range from $10 million for feeders to over $200 million for mega-vessels, affected by size, tech, and market factors. * Market cycles and regulation compliance influence vessel prices, operating expenses, and fleet investment strategies. * Analysts highlight trends in green retrofitting, automation, and utilisation of second-hand ships to optimise ROI in the maritime freight industry.
https://www.seanews.com.tr/vlcc-market-surge-redefines-tanker-strategies-into-2026/204933/ - * VLCC spot earnings exceed $100,000/day driven by OPEC+ output and crude trade, indicating a super-cycle. * The surge reflects a structural shift influencing vessel deployment and charter strategies through 2026. * Tanker pooling emerges as a key operating model, offering flexible and regulation-compliant fleet management. * Factors include returning OPEC+ production, rising tonne-miles, and tightening vessel supply amid an aging fleet.
https://fullavantenews.com/russian-lng-carrier-sanctioned-gas-south-china-coast/ - * Satellite imagery observed Russian-linked LNG tankers near Hainan, China, on November 9 * Ship-to-ship transfer took place off Malaysia, involving Chinese vessels on 18 October * The incident coincides with China's reopening of sanctioned Russian gas imports at Beihai terminal, involving Arctic LNG 2 deliveries
https://newsukraine.rbc.ua/news/china-building-shadow-fleet-to-buy-russian-1762939851.html - * China is establishing a shadow fleet of ships to export Russian gas, subject to US sanctions. * Efforts are in early stages, with tanker movements reflecting Russian patterns. * The development aims to circumvent sanctions and support China's energy imports from Russia.
https://trans.info/en/houthis-pause-red-sea-attacks-439130 - * Houthi group signals pause in Red Sea attacks following Gaza ceasefire, with potential to resume if conflict escalates. * Disruption linked to damages, ship diversions, and economic losses, including Egypt’s Suez Canal revenue decline. * Security experts warn threat remains, as the Houthis maintain capability and intent to attack. * The Red Sea route handles around 12% of global trade, with possible easing of supply chain pressures if security stabilises.
https://www.freightwaves.com/news/ocean-rates-tested-by-capacity-conundrum - * Asia-U.S. West Coast freight rates increased by 48% over the past week, reaching $2,958 per FEU. * Rates are influenced by general rate increases (GRIs) and capacity adjustments by liner operators. * Some reports suggest freight rates may decline to late October levels, with carriers implementing blanked sailings to stabilise prices.
https://www.seatrade-maritime.com/containers/middle-east-tensions-preclude-carriers-suez-return - * Ongoing conflict in Gaza and the West Bank delays return of container ships through Suez Canal. * Shipping lines and insurers doubt safety of the Red Sea route, reducing transit volumes in 2025. * Carrier service patterns and global freight rates are affected by uncertain security and geopolitical risks.
https://gcaptain.com/oils-billion-barrel-buildup-at-sea-points-to-sanctions-stress/ - * A billion barrels of oil accumulation on oceans, with 20-40% from sanctioned nations, signals sanctions disruption. * The surge includes increased Russian and Iranian exports, amidst difficulties discharging due to Western sanctions. * The buildup affects global oil markets, with potential impacts on prices and trade flows, especially for major importers like India and China.
https://finance.yahoo.com/news/houthi-red-sea-stand-down-171012487.html - * Yemen-based Houthis announce a pause in attacks on merchant vessels in the Red Sea amid rising hopes of reopening key shipping routes. * Waterway tolls have dropped by up to 60%, prompting carrier diversions around Africa’s Cape of Good Hope. * Shipping industry analysts highlight concerns over safety, insurance, and the potential impact on global freight rates and supply chains.
https://container-news.com/freightos-weekly-update-ocean-rates-climb-on-gris-despite-demand-slump/ - * US Supreme Court hearings could affect tariffs, impacting global trade policies. * Transpacific container rates increased by 48% last week, with some carriers announcing blank sailings amid demand slump. * Asia-Europe freight rates rose 9%, boosted by planned GRIs and ongoing capacity issues. * US air cargo impacted by government shutdown, with stability in intra-North America rates despite delays. * Rising geopolitical tensions and capacity overcapacity ongoing challenges for global shipping and freight markets.
https://seapowermagazine.org/houthi-militia-ceasing-attacks-in-red-sea-would-have-seismic-impact-on-container-shipping-and-see-freight-rates-plunge-but-questions-remain-unanswered/ - * Houthi militia reports cease attacks on shipping in the Red Sea, potentially easing regional risk in November 2026 * A full return to normal transit could cause a surge in capacity, leading to a significant drop in freight rates * Increased sailing distances around Africa are currently absorbing around 2 million TEU of capacity, affecting global container shipping * Freight rates from Far East to North Europe, Mediterranean, and US East Coast have fallen by over 50% since early 2026, with expectations of further declines * Shipping industry stakeholders are advised to prepare contingency plans due to ongoing uncertainties about regional security and supply chain impacts
https://fullavantenews.com/oils-billion-barrel-sea-buildup-sanctions-impact/ - * Over a billion barrels of crude oil are floating on seas, linked to sanctions-related surpluses, notably from Russia, Iran, and Venezuela. * Vessel-tracking data shows increased oil storage on ships since August, with challenges in unloading and increased shipping costs. * Sanctions and geopolitical tensions are disrupting traditional export routes, affecting major importers such as India and China, with wider market implications.