Articles

  • 1 week ago | lloydslist.com | Greg Miller

    Analysis The hot topics at Marine Money Week: pre-emptive decisions to refinance Chinese leases to shield ships from US port fees, and bank debt that’s getting too cheap with structures that are too borrower-friendly A subscription is required to continue reading this content. Are you a subscriber? Sign in to continue reading. If content does not display, please refresh your browser. New to Lloyd's List?

  • 1 week ago | lloydslist.com | Greg Miller

    Analysis Financier Wilbur Ross served as commerce secretary during Trump 1.0 and owned stakes in shipping companies before his government service.

  • 2 weeks ago | lloydslist.com | Greg Miller

    Analysis Tariffs are already having a highly negative effect on business at the Port of Los Angeles. May was extremely weak. The ‘status quo’ for tariffs looks like it will prevail; if so, imports will face headwinds for the rest of the year A subscription is required to continue reading this content. Are you a subscriber? Sign in to continue reading. If content does not display, please refresh your browser. New to Lloyd's List?

  • 2 weeks ago | lloydslist.com | Greg Miller

    Analysis The hope among liner stock investors was that lower US tariffs on Chinese goods would unleash a flood of cargo, spurring a Covid era-like surge in transpacific rates. But the upside looks like it will be fleeting this time around A subscription is required to continue reading this content. Are you a subscriber? Sign in to continue reading. If content does not display, please refresh your browser. New to Lloyd's List?

  • 2 weeks ago | lloydslist.com | Greg Miller

    Analysis The base case appears to be that US tariffs will be maintained by the Trump administration at or near current levels, which, excluding this April, are the highest since the Great Depression. If so, it will pressure US importers’ bottom lines and create ongoing headwinds for container shipping demand FREE TO READ Source: White House “OUR deal with China is done,” proclaimed US president Donald Trump on Wednesday.

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Greg Miller
Greg Miller @GMJournalist
5 Jun 25

Looks like July will be very telling for #containers #shipping lines. A large amount of capacity will be shifted to transpacific by then and we’ll see if the post-tariff-reduction spot rate rebound has legs or not. See story (free to read): $ZIM $MATX https://t.co/3nDP1oAhJU

Greg Miller
Greg Miller @GMJournalist
5 Jun 25

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

Lloyd's List
Lloyd's List @LloydsList

Free to read: Mixed signals on transpacific: Spot rates still rising but bookings momentum stalls - @GMJournalist https://t.co/yP4REyVuXS

Greg Miller
Greg Miller @GMJournalist
29 May 25

A lot of excitement about federal court decision to block Trump’s emergency #tariffs, but effect on #shipping is added uncertainty. Ruling may very well be overturned, and if not, Trump has other tariff levers to pull. See story (free to read): #containers https://t.co/fIYbNfWyy1