Xeneta

Geopolitics, tariffs and war result in rates bloodbath

A rates bloodbath is shaping up as fundamentals in supply and demand finally overwhelm the black swan events that have seen shipping lines bank hundreds of billions in profits since 2020.

According to Xeneta chief analyst Peter Sand, freight rates have declined by 50-70% since last July and the rate of decline has significantly accelerated in February.

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https://container-news.com/geopolitics-tariffs-and-war-result-in-rates-bloodbath/

Stay flexible in a convoluted market, experts tell ocean shippers

Amid a global supply chain wracked by geopolitical strife, trade wars and parochial upheavals, the prospective return of the world’s largest container operators to the Red Sea-Suez Canal route is good news for most of the Middle East, but could signal leaner times for ocean transport providers, an analyst says.

“The opening of the Red Sea will lead to a drop in container [purchase] prices and freight rates and a massive surge in container availability, putting pressure on NVOCC [non-vessel...

https://www.freightwaves.com/news/stay-flexible-in-a-convoluted-market-experts-tell-ocean-shippers

Xeneta: Imposing US port fees on Chinese built ships brings much uncertainty and risk

Trump Administration must urgently assess risks of severe supply chain congestion before imposing China vessel port fees, analysts warn

Read all about it here:

https://www.xeneta.com/news/trump-administration-must-urgently-assess-risks-of-severe-supply-chain-congestion-before-imposing-china-vessel-port-fees-analysts-warn

I believe that: “Ocean container carriers will take action to avoid the fees, such as calling at fewer ports, which could cause major congestion and delays in the US.“

A poll...

https://allaboutshipping.co.uk/2025/02/28/xeneta-imposing-us-port-fees-on-chinese-built-ships-brings-much-uncertainty-and-risk/

US Tariffs on China-Built Boxships Poised to Disrupt Supply Chains and Exacerbate US Port Congestion

Amid growing concerns from shipping analysts, the Trump Administration’s proposed tariffs on China-built container ships are anticipated to significantly disrupt supply chains both in the United States and globally.

According to Peter Sand, Chief Analyst at Xeneta, these fees could lead to fewer port calls by ocean carriers in the United States, potentially resulting in major congestion and delays across American maritime gateways.

https://container-news.com/us-tariffs-on-china-built-boxships-poised-to-disrupt-supply-chains-and-exacerbate-us-port-congestion/

U.S. port fees on China-built ships? Carriers weigh their options

The prospect of U.S. port fees being imposed on Chinese-built ships is keeping shipping analysts busy. As we reported earlier, in response to a petition filed by U.S. unions back in March 2024, then U.S. Trade Representative (USTR) Ambassador Katherine Tai found in January, at the tail end of the Biden Administration, that China’s targeting the maritime, logistics, and shipbuilding sectors for dominance is actionable under Section 301 of the Trade Act of 1974. Now, under a new administration,...

https://www.marinelog.com/news/u-s-port-fees-on-china-built-ships-carriers-weigh-their-options/

Trump Administration must urgently assess risks of severe supply chain congestion before imposing China vessel port fees, analysts warn

Peter Sand

OSLO, Norway – 27 February 2025 – Analysts warn proposed fees on China-built container ships importing goods into the US may have unintended consequences, including port congestion, increasing freight rates and shifts in global trade patterns.

The Trump Administration has announced plans for a USD 1 million fee every time a vessel operated by a China carrier enters a US port. The Federal Notice also threatens further substantial fees for China-built vessels operated by a carrier from...

https://allaboutshipping.co.uk/2025/02/27/trump-administration-must-urgently-assess-risks-of-severe-supply-chain-congestion-before-imposing-china-vessel-port-fees-analysts-warn/

Flexible contracts reflect market uncertainties

Enquiries about index-linked contracts make up the majority of conversations that consultancy Xeneta says it is having with its clients as a volatile market un-nerves both shippers and carriers.

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https://container-news.com/flexible-contracts-reflect-market-uncertainties/

US tariff wars are “all about China”

Donald Trump’s instigation of a second trade war with America’s key trading partners is all about stopping China, according to maritime analyst Xeneta.

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https://container-news.com/us-tariff-wars-are-all-about-china/

Trump’s tariffs and Red Sea rate hikes create perfect storm for US shippers

A delay in tariffs on Mexican imports does little to ease the pain for US shippers still facing a 10% hike on tariffs from China in addition to massive increases in ocean container freight rates due to conflict in the Red Sea.

Latest data from Xeneta – the ocean and air freight intelligence platform – shows average spot rates from China stand at USD$4,816 per FEU (40ft container) to the US West Coast and US$6,264 per FEU into the US East Coast.

This is an increase of 196% and 157% respectively...

https://container-news.com/trumps-tariffs-and-red-sea-rate-hikes-create-perfect-storm-for-us-shippers/

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