Greg Miller

In-depth comments today on Maersk call RE: severe tariff effect on China-US flows, US inventory situation/empty shelves risk, and how ocean carriers are averting fallout (so far). See story for details – free to read: #shipping #containers #tariffs $ZIM https://t.co/r0fk5yF4PX

#containers #shipping #tariffs $ZIM @Maersk (free to read)

Lloyd's List @LloydsList

Maersk’s CEO describes a scramble by US businesses to replace Chinese goods and keep inventories from depleting https://t.co/ZnNsTqZUW1

Revised version of SHIPS Act reintroduced today includes new US port taxes on non-Chinese operators with newbuilds at China’s CSSC & retains significant US cargo preference rules for #LNG, crude #tankers and #containers. See story (free to read) #shipping https://t.co/i08g7DabzK

#shipping #tankers #crude #LNG #containers #China (free to read)

Lloyd's List @LloydsList

Free to view: New version of US SHIPS Act targets owners ordering Chinese newbuilds -@GMJournalist https://t.co/Di0kDsGb2J

RT @stockgutter: Apollo tariff reaction deck is today's must read: https://t.co/NQ3tPRJSO5

Here’s a detailed look at final USTR port fee decision impact on container #shipping. Most lines should be able to avert fee by redeploying, and could gain US market share from China’s Cosco, which is heavily disadvantaged. Free to read: $ZIM #containers https://t.co/6gcDo8VUwd

#shipping #containers $Zim #China (free to read)

Lloyd's List @LloydsList

Free to read: Most shipping lines can avoid US port fees but Cosco faces major challenge - @GMJournalist https://t.co/WXPjqkzblb

RT @typesfast: In the week since the tariffs hit, ocean freight bookings from China are down 50% across the industry. Flexport bookings fro…

Optimism on China tech tariff reprieve+non-China reciprocal tariff reprieve, but for #shipping, vast majority of China box volume still covered by highest tariffs. This is really bad for transpacific #containers demand. See story (free to read) $ZIM $MATX https://t.co/arkQpNByl7

#shipping #containers #maritime #tariffs #tariffsonchina $ZIM $MATX (free to read)

Lloyd's List @LloydsList

Free to read: Transpacific poised for fall despite Trump reprieve on Chinese tech - @GMJournalist https://t.co/rPc6eGcaai

RT @CNBC: U.S. Customs reports 'glitch' in system used by freight shippers for tariffs https://t.co/biWxN33vUG

Great news on pause in non-China #tariffs, but some may be underestimating looming downside from higher China tariffs (40% of US #containers imports are from China). See story (free to read) including new interview with @flexport president: #shipping $ZIM https://t.co/wgGvyOilxV

#shipping #containers $ZIM (free to read)

Lloyd's List @LloydsList

World trade is being redirected at a moment’s notice by social media posts of a single person: Donald Trump. Wednesday’s surprise social media post was a bad sign for the future of US-China trade but positive for container flows from other countries https://t.co/S97dllUSo2

#shipping #containers (free to read)

Lloyd's List @LloydsList

Trump, trade and tragicomedy https://t.co/t5ldAvzhWs

#shipping #tankers #drybulk #containers (free to read)

Lloyd's List @LloydsList

Free to view: ‘Thermonuclear’ port fee-tariff combo: Shipping ‘disaster’ or will rates go ‘ballistic’? -@GMJournalist https://t.co/AEn5PZkC2f

On “Liberation Day Eve” here’s a look (free to read) at what #shipping execs said during @CapitalLink conference RE: sweeping tariffs+USTR port fee plan. Big rate effect predicted, but no clarity on what rate effect will be: #tankers #drybulk #containers https://t.co/NUoUVVnSnt

If US port fee plan goes forward as drafted, there will be some very large unintended consequences. Here’s an in-depth look at one of the most extreme examples: the severe effects these fees would have on Caribbean trade. Free to read #shipping #containers https://t.co/kiBuyXLhpg