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Before Trump was sworn in, a discussion about trade was taking place in the shipping industry... With the tariff stick raised high, how will the global supply chain be reshuffled?

2025-03-07

Weakened cyclicality and increased volatility are the prominent features of the current development of the global shipping market. When predicting the fluctuation of container shipping prices, market supply and demand have lost their core position. Uncertain events such as the Red Sea crisis, canal drought, port strikes, and tariffs of various countries have become the key to the ups and downs of the leading industry.

Therefore, in 2024, the international container shipping market has seen unexpected increases several times, the "peak season" performance has been advanced, and the volatility elasticity has also been amplified.

In 2025, many variables have already emerged. On January 15, Israel and Hamas reached a ceasefire agreement in Gaza; on January 21, Beijing time, Trump was sworn in as the 47th President of the United States; on February 1, the global shipping alliance officially opened a new chapter...