In this episode of The Freight Debate, hosts Philip Hennessey and Emily Stausbøll dive deep into the ever-evolving world of container shipping and global trade flows, examining the current disruption caused by tariffs and geopolitical tensions. From shifting trade routes due to the 145% China tariffs to the growing complexity of the Red Sea crisis, this discussion offers supply chain professionals critical insight into the forces shaping 2025's logistics landscape.

Container shipping and global trade flows remain at the center of this week’s debate. With record-breaking TEU movement in early 2025, container shipping demand continues to show unexpected strength—despite significant drops in exports from China to the US. As Emily points out, exports to South America, Europe, and intra-Asia are absorbing the shortfall, highlighting how global trade flows are adapting dynamically.The episode also unpacks the consequences of tariff hikes and how shippers are finding creative ways to avoid them—such as rerouting goods through alternate countries. Philip and Emily provide clarity on how this affects supply chain strategy, long-term contracting, and rate negotiations.Listeners will also get a detailed look into the Red Sea conflict, the impact of Iranian and Houthi involvement, and why container ships continue avoiding the Suez Canal.

Emily breaks down the ripple effects on fuel prices, surcharges, and global freight capacity.From rate forecasts to demand front-loading, and from tariff deadlines to the impact of war on supply chains, this is a must-listen for logistics leaders, freight buyers, and anyone keeping an eye on international shipping lanes. Subscribe to stay ahead of the curve in global logistics.