#drewry | ConnectGalaxy

29 w

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

www.itln.in

Blank sailings increasing rapidly on Transpacific: Sea-Intelligence

The level of escalation in blanked capacity illustrates a dramatic change in the market.

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35 w

The major shipping lines (that report on – and have so far published – their financial figures) have recorded a combined 2024 EBIT of $27.3 billion.

#seaintelligence #drewry #freightos #containerxchange #redsea #shipping #shippinglines

www.itln.in

Container shipping profitability around $60 billion in 2024

Shipping lines covered do not include MSC (privately held), PIL and CMA CGM (no longer publicly publishes EBIT).

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40 w

Most shipping stakeholders expect Suez Canal transits to resume before the end of 2025 and for Trump tariffs to escalate, according to a Drewry survey.

#drewry #suezcanal #donaldtrump #us #supplydemanddynamics #shipping

www.itln.in

Container shipping drowning in a sea of noise: Drewry

Trade outlook closely intertwined with geopolitics; most believe more U.S. tariffs to follow but not sure how much.

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43 w

Do not expect container lines to immediately return to Suez Canal transits after the Houthis say they will stop attacks on shipping. The return of Donald Trump is another wildcard for the market in a highly unpredictable year, says Drewry in its latest update.

#drewry #israel #palestine #gaza #houthis #suezcanal #shipping #donaldtrump