Geopolitics

Yang Ming saw an early peak and higher rates pump earnings, but the outlook for H2 is less certain.

CMA CGM saw revenue and profit surge in the second quarter even as volatile conditions buffeted the supply chain.

A shift by a major carrier partnership could signal a wholesale return of global shipping to the Suez Canal.

An unidentified cargo vessel was the target of a suspected attack off Oman just as global shipping restarts transits through the Strait of Hormuz.

The Port of Long Beach saw record-high cargo growth in May despite economic and geopolitical uncertainty.

CMA CGM sees precipitous decline in Q1 core earnings as higher volumes failed to boost weak ocean rates.

Hapag-Lloyd said 2025 profits fell sharply and warned of a challenging year for shipping on higher costs and ongoing geopolitical risks.

Leading container carrier suspends all worldwide bookings to Middle East destinations.

Despite trade uncertainty, Port of Los Angeles volume nears 10 million TEUs in 2025, among the top three years in its history.

A rail mega-merger was an outlier as transport M&A volume fell in the third quarter while geopolitics hastened a downward trend.

Once the exception and now the rule, disruptions are a way of life in the global supply chain. But experts told a recent podcast that shippers can still make hay even as they take steps to find their way.

China’s share of U.S. manufactured goods imports is falling, while Vietnam’s and Mexico’s are rising.

President Trump said he was considering Feb. 1 as a start date for tariffs against Canada and Mexico, directing federal agencies to assess compliance with recent trade agreements.

The latest U.S. sanctions on Russian oil are rumored to be expansive, encompassing two Russian oil companies and more than 100 tankers, as well as oil traders and Russian insurance firms. The sanctions may also hit Chinese banks that facilitate Russian oil trades.

Current forecasts indicate a significant escalation in tariff levels, potentially rising to an imposing 75% on Mexican goods by September 2026, aligning with a strategic pivot toward a protectionist trade policy.

Blanket tariffs, like any other tax, may include certain exemptions. It is these exemptions — not the tariffs themselves — that are the real tool.

For months now, it has been clear that shippers have frontloaded record imports to the country, largely to avoid expected tariffs.

The end of Panama’s dry season is in sight, and the Panama Canal Authority plans to welcome more vessels in the coming weeks.

Ship recycling has fallen to its lowest level in 20 years, per a recent report by the Baltic and International Maritime Council.

If China and Russia find the Houthi problem in the Red Sea as intractable as the U.S. and its allies have, it would all but halt what little maritime traffic remains in the region.