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
Top Stories
Daily Briefing 28 January 2025
Owners withdraw vintage tankers from sale on ‘dark fleet’ concerns | Shipping starts to test Red Sea waters | Bad weather, not sabotage, caused cable damage insists seized ship’s owner
Staying ahead of FuelEU Maritime
The dawn of 2025 has brought with it the rollout of transformative emissions management regulations for the shipping industry
Spotlight
Vintage tankers ship first Russian oil as producers reshuffle tonnage
Largest-ever US sanctions crackdown on January 10 has disrupted Russia oil flows as banned tankers go dark, remain at anchor or stop trading
Trump tariffs could see 70% drop in Chinese exports to US
The 45th and now 47th US president said he wants to impose tariffs of up to 60% on China on the campaign trail. If his wish comes to fruition, it could completely reorient global shipping
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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