- Geopolitical tensions disrupt global shipping, affecting trade routes, freight rates, and market stability.
- Tankers benefit from longer distances, while bulkers see moderate gains; container rates may decline due to fleet expansion.
- US tariffs, China’s fragile economy, and inflation risks add uncertainty to global trade and shipping demand.
- Shipping companies must adapt by optimizing fleets, adjusting routes, and preparing for regulatory changes.
The global shipping sector faces ongoing...