Ten trends that will shape the shipping industry in 2025 and beyond
Carbon regulation and Trump 2.0 are the obvious factors on which everyone is focused for 2025 — but don’t discount the impact of transparency, Africa, asset prices and AI next year
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Daily Briefing 14 January 2025
First signs of post-sanctions stranded Russia oil cargoes emerge at Chinese ports | Sanctioned tonnage lifted 56% of Russian crude in December | Panama Canal, now a geopolitical hotspot, sees rising ship traffic
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Spotlight
Panama Canal, now a geopolitical hotspot, sees rising ship traffic
It has been a rough few years for the Panama Canal. First, a historic drought. Now, threats of a military attack by the United States. The good news for shipping companies and the US businesses that rely on the canal: transits continue to rebound
Going out with a bang: US sanctions over 180 vessels and dozens of entities in unprecedented Russia crackdown
The US has unveiled the largest round of shipping sanctions in years, targeting more than 180 tankers and dozens of entities and individuals as it seeks to choke off Kremlin’s oil and gas revenues
What to look out for in 2025
Lloyd’s List’s editorial team gives you a head start for 2025 by discussing the most important things to look out for next year in their field
Annual Outlook 2025
Carbon regulation and Trump 2.0 are the obvious factors that everyone is focussed on for 2025, but don’t discount the impact of transparency, Africa, asset prices and AI next year. Click here to view the full report
Containers: Trump tariffs, strike potential and alliance shake-up feeds anxiety
2025 opens with the prospect of industrial action at US east and Gulf coast ports, plus the Trump factor and fresh alliance schedules bringing a new wave of uncertainty to the sector
Tankers: Market braces for further volatility, supply shocks in 2025
Western regulators are to step up sanctions enforcement on Russia and Iran, having already designated more than 200 vessels in 2024 as a bifurcated energy commodities market was firmly established
Dry bulk: Tighter supply to balance demand drop-offs
On a positive note, restrained fleet growth combined with slower sailing speeds and greater recycling, prompted by weaker rates and coming emissions regulations, will prevent 2025 from being a true annus horribilis
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