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New from the Substack Shipping News: Riding shipping’s 2026 market volatility rollercoaster with today’s turmoil trio: AI, Iran and IEEPA … tinyurl.com/hkcjwd5c
#Xeneta #drewry #CrowdStrike #Cybersecurity #StraitOfHormuz #IranWar #IEEPA

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New from the SubStack Shipping News: Unravelling the riddle of irrational containership capacity accumulation…
tinyurl.com/yc5ze49s
#drewry #containershipovercapacity #Maersk #Descartes

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Renewables resilience, gas market muddle highlight early 2026 energy outlooks ING analysts bullish on solar and wind prospects; Drewry shipping forecast spotlights LNG supply-demand market imbalance

New from the Substack Shipping News: renewables resilience and LNG uncertainty … tinyurl.com/4krt9xjt
#ING #drewry #RenewableEnergy #LNG

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New from the Substack Shipping News: Risky business barometer rising for ocean carriers and other major supply chain players in 2026 … tinyurl.com/434jcufm
#EverstreamAnalytics #drewry #Maersk #CyberOwl #Cybersecurity #SuezCanal #McCownReport

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#DREWRY #YONGE Pls RT2unite #FOUND #CAT- 29-Nov-25 #Toronto Animal Services A1022900 #PUBLIC L&F 416-338-7297 BRN TABBY DSH M/11Mth

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North America is taking it on the chin in the global cargo boxing match while competing regions are holding their own.… tinyurl.com/2hvr27j2
#Maersk #drewry #containercargo #McCownReport

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Does Pressure Virtually Bust Pipes When Starting a Side Hustle and Transitioning Quietly From Employee to Entrepreneur? - #Drewry www.drewrynewsnetwork.com/forum/busine...

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Vietnam Emerges as Southeast Asia’s Breakbulk and Container Powerhouse Vietnam’s #ports surge 34% since 2019 as #supplychains shift from China. #Drewry data reveals massive #investments and rising deepsea calls making #Vietnam Southeast Asia’s next logistics and #breakbulk powerhouse.

Vietnam’s #ports surge 34% since 2019 as #supplychains shift from China. #Drewry data reveals massive #investments and rising deepsea calls making #Vietnam Southeast Asia’s next logistics and #breakbulk powerhouse.

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Vietnam Emerges as Southeast Asia’s Breakbulk and Container Powerhouse Vietnam’s #ports surge 34% since 2019 as #supplychains shift from China. #Drewry data reveals massive #investments and rising deepsea calls making #Vietnam Southeast Asia’s next logistics and #breakbulk powerhouse.

Vietnam’s #ports surge 34% since 2019 as #supplychains shift from China. #Drewry data reveals massive #investments and rising deepsea calls making #Vietnam Southeast Asia’s next logistics and #breakbulk powerhouse.

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The latest from the Substack Shipping News: Canada’s Carney-Ford tag team overmatched in Trump Tournament of Tariffs … tinyurl.com/yc63m7h3
#TheMcCownReport #drewry #TrumpTradeDeals #RonaldReagan #NationalRetailFederation #ContainerPorts

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The multibillion-dollar containership chartering business is on course for a market correction as demand weakens, carrying capacity glut grows, and freight rates erode … tinyurl.com/yct48j4w
#SeaspanCorp. #drewry #ContainershipCharters #FreightRates #FitchRatings

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UNCTAD update finds more light than dark in global shipping, but Canada continues to labour under a 30-watt bulb in the shadow of U.S. tariff offensives … tinyurl.com/57fx6w5d
#UNCTAD #drewry #ShippingFederationOfCanada #TrumpTradeDeals #MarkCarney

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The line on the fever chart for container shipping’s business prospects is headed in the wrong direction. …tinyurl.com/2und6b87
#drewry #containerterminals #NationalRetailFederation #Maersk #HapagLloyd

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Freight rate erosion points to escalating tariff and trade turmoil on the horizon for an oversupplied container shipping sector … tinyurl.com/2hbvxp5v
#drewry #JohnMcCown #Alphaliner #UNCTAD #FreightRates

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Drewry: Airfreight Growth Falters as Shippers Shift Toward Ocean Transport Airfreight growth slowed sharply in 2025 as U.S. trade policies pushed exporters toward Europe and Asia routes. Drewry says container shipping now offers better value than air cargo. #Airfreight #Drewry #Logistics

Airfreight growth slowed sharply in 2025 as U.S. trade policies pushed exporters toward Europe and Asia routes. Drewry says container shipping now offers better value than air cargo. #Airfreight #Drewry #Logistics

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Drewry Maritime Equity Indices Surge as Shipping Stocks Outperform Global Benchmarks Global shipping equities saw broad gains in early August, with port, container, and LPG sectors outperforming global benchmarks. #MaritimeMarkets #Drewry #ShippingStocks #LPG #ContainerShipping

Global shipping equities saw broad gains in early August, with port, container, and LPG sectors outperforming global benchmarks. #MaritimeMarkets #Drewry #ShippingStocks #LPG #ContainerShipping

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Update from The Substack Shipping News: Predictions of voracious LNG consumption are driving global gas peddle push…https://tinyurl.com/em3j8suy
#LNGCanada #drewry #LNGTankers #Alphaliner #ResourceWorks #IEA

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The Substack Shipping News seeks tariff regulation clarity as import-export compliance complications increase and transpacific container traffic flows decrease tinyurl.com/yekcurej
#ThomsonReuters #drewry #UNCTAD #trade #TrumpTradeDeals

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There is no sign of oil being poured on troubled Middle East waters today; we have instead oil being pulled from those troubled waters, and that will increase geopolitical turbulence for oil tankers and global oil importers.…https://tinyurl.com/cuf5xn7e
#Hormuz #Iran #drewry #OilTankers

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SCFI spikes as transpacific spot rates post record weekly gains Lloyd's List

SCFI spikes as transpacific spot rates post record weekly gains

SCFI rate spot assessment to US west coast surged 58% week on week; assessment to US east coast jumped 46%

telegra.ph/SCFI-spikes-...

#Containers #FreightRates #UnitedStates #Drewry #Shanghai #LosAngeles #NewYork #Rotterdam #Genoa

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Cosco hopes US-China talks can defuse looming port fee crisis CHINA Cosco Shipping Corp hopes trade talks between Beijing and Washington can unravel its US port fee conundrum, according to the state conglomerate’s chairman Wan Min. Speaking to Lloyd’s List on th...

Cosco hopes US-China talks can defuse looming port fee crisis

Cosco chairman hopes ongoing China-US trade talks will resolve steep US port fees targeting Chinese shipping

telegra.ph/Cosco-US-Chi...

More on Lloyd’s List

#Containers #Tankers #Geopolitics #China #UnitedStates #Cosco #Drewry

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Containers: uncertainty reigns as tariff turmoil and overcapacity looms DISRUPTION and uncertainty have been synonymous with container shipping in recent years. So far, 2025 has seen more of the same — and, well, the only certainty at this stage is that this is unlikely t...

Containers: uncertainty reigns as tariff turmoil and overcapacity looms

Container shipping in 2025 remains volatile, with Trump’s trade policies fuelling uncertainty.

telegra.ph/Containers-H...

#Containers #MarketOutlooks #MidYearOutlook #AsiaPacific #Drewry #DanishShipFinance #Cosco #OOCL

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More hot trade deals or more hot air?
According to the White House, U.S. trade deal results have never been hotter; according to analyses of recent deals done, they contain more hot air than real deal substance … tinyurl.com/424ka3tr
#TrumpTradeDeals #WhiteHouse #drewry #Maersk

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No winning numbers yet for shipping industry players wagering at the U.S. tariff roulette wheel table.
U.S. President Donald Trump keeps spinning the wheel, and the silver ball keeps landing on losing numbers.… tinyurl.com/p3ww755k
#drewry #DanishShipFinance #MSC #PremiumAlliance #tariffs

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Drewry: Η Ευρώπη μπορεί να αντέξει τους Δασμούς Τραμπ Πως θα αποφύγει ο πλανήτης μια οικονομική αποκάλυψη

#Drewry #αντοχή

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America’s trade and tariff chaos convoy is on a collision course with the world’s container shipping fleet.
Bottom-line business damage promises to be severe; collateral damage in world markets will also be significant …https://tinyurl.com/b25ve3ts
#drewry #IMO #trade #WTO #containercargo

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US trade policies expected to push container shipping demand into decline CONTAINER shipping demand growth will fall into negative territory in 2025 for only the third time in the industry’s history as a direct consequence of US trade policies. This was the frank and soberi...

US trade policies expected to push container shipping demand into decline

telegra.ph/US-trade-pol...

#Containers #Ports #Logistics #Trade #AsiaPacific #China #NorthAmerica #UnitedStates #Drewry #DonaldTrump #SimonHeaney #AmericaFirst

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Blank sailings increasing rapidly on Transpacific: Sea-Intelligence The level of escalation in blanked capacity illustrates a dramatic change in the market.

The impact of the U.S. tariff war continues to have a direct impact on container shipping operations as the number of cancelled sailings on the Transpacific trade increased drastically again last week.

#SeaIntelligence #US #Transpacific #Drewry #shipping #Transpacifictrade

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Transpacific blank sailings rise rapidly: Sea-Intelligence The level of escalation in blanked capacity illustrates a dramatic change in the market.

The impact of the U.S. tariff war continues to have a direct impact on container shipping operations as the number of cancelled sailings on the Transpacific trade increased drastically again last week.

#SeaIntelligence #US #Transpacific #Drewry #shipping #Transpacifictrade

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Chinese iron ore and coal imports decrease in March IMPORTS of iron ore into China fell by 6.7% in March 2025 compared with the same period a year earlier. The world’s biggest iron ore market imported 93.97m tonnes last month, compared to more than 100...

Chinese iron ore and coal imports decrease in March

telegra.ph/Chinese-iron...

#DryBulk #ShipOperations #China #Australia #SouthAmerica #Brazil #HoweRobinson #Drewry #BalticExchange #BilalMuftuoglu

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