Geopolitics

Rates are still high and ships are still rerouting, but global supply chains appear to be adjusting to restricted Red Sea trade.

Houthis, the Lunar New Year, drought in the Panama Canal, an impending potential strike and the upcoming election mean rough seas in 2024. Here’s how shippers can protect themselves.

Dockworkers are fully prepared to swap pallet jacks for picket signs come October.

A recent string of Houthi attacks have reignited concerns about the Red Sea crisis, raising the floor for tanker rates.

The crisis in the Red Sea will require companies to start planning for peak season in the next few months.

A rise in Chinese imports indicates seasonal trends are playing out as usual, very much unlike 2023’s anemic performance.

A recent round of U.S. and British strikes raise fresh questions about the impact of container shipping in the Red Sea.

Houthi attacks and Red Sea diversions will not spur inflation or a new supply chain crisis, claims consultancy Drewry.

The Russia-Ukraine war led to enduring changes in shipping routes. War in the Middle East looks likely to do the same.

Spot rates remain very high, but appear to have plateaued. The question ahead: Will they fall back after Chinese New Year?

The initial effect of Houthi attacks was on containerized consumer goods. The attacks are now snarling seaborne fuel flows.

Amid the focus on wars in Europe and the Middle East, North Korea’s threat to key exporting and shipbuilding nations grows.

Container lines faced overcapacity and huge losses in 2024. Then the Houthis flipped the market in favor of container lines.

Container-ship diversions from the Red Sea will likely last for months. Are large-scale tanker diversions imminent?

Houthi attacks have been a plus for shipping rates. The latest to benefit: Owners of container vessels that can be rented to shipping lines.

Red Sea escalation would juice tanker rates, but rates would fall if the conflict spilled into the Strait of Hormuz.

The combination of Red Sea detours and Panama Canal restrictions is having a knock-on effect: higher Asia-West Coast rates.

Imports to Europe and the U.S. East Coast face heavy delays as Operation Prosperity Guardian fails to bring shipping back to the Red Sea.

Shipping stocks are under pressure as some ocean carriers show faith in military protection from Red Sea attacks.

Ocean shipping kept the world’s cargo flowing amid two wars and disruptions at both the Panama and Suez canals.