Uncertainty is dominating the global maritime industry as the trade war between the U.S. and China unfolds. With tariffs shifting weekly, logistics leaders are struggling to plan beyond the short term. 

Lauritzen Bulkers’ interim CEO, Jacob Winthereik, said that with new tariffs being announced or changed almost weekly, there’s no sign of stability ahead. Lars Jensen of Vespucci Maritime described the situation as “customs uncertainty at an unprecedented level.”

Ocean carrier Hapag-Lloyd warned that tariffs are directly impacting demand, trade routes, and cost structures.

Investor sentiment is also shifting. Fears of a broader recession and escalating trade war have triggered a pullback from shipping stocks, reflecting growing concern over long-term profitability.

Source: ShippingWatch