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Bundles
3 March 2025 

Shipping: trade and tariff uncertainty blight outlook

Tariffs and geopolitical uncertainty will greatly impact the shipping industry this year, though not all effects will be negative. Rico Luman, ING's senior sector economist, examines the factors that will shape the sector in 2025

Shipping: trade and tariff uncertainty blight outlook

In this bundle

Global shipping: navigating the waves of geopolitics
Transport & Logistics

Global shipping: navigating the waves of geopolitics


It will be a tumultuous year for the shipping industry given the high risk of trade disruption


Rico Luman and Inga Fechner

Container shipping: sailing through uncertainty and looming overcapacity
Transport & Logistics

Container shipping: sailing through uncertainty and looming overcapacity


Ripples caused by geopolitical uncertainty are likely to set the tone for the year ahead


Rico Luman and Oleksiy Soroka, CFA

Tanker shipping keeps the balance in restless waters
Transport & Logistics

Tanker shipping keeps the balance in restless waters


We still see a fairly comfortable outlook for tanker shipping


Rico Luman

Bulker shipping faces tough year as China's manufacturing sector weakens
Transport & Logistics

Bulker shipping faces tough year as China's manufacturing sector weakens


Bulker shipping challenged by manufacturing headwinds


Rico Luman

Tags

Trade WarTariffsShippingEnergy transitionContainers

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In this bundle
Shipping: trade and tariff uncertainty blight outlook Global shipping: navigating the waves of geopolitics Container shipping: sailing through uncertainty and looming overcapacity Tanker shipping keeps the balance in restless waters Bulker shipping faces tough year as China's manufacturing sector weakens

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