Unsettled Seas: China Tariffs, Rate Shifts, and the Return of Pirates
Update: 2025-11-03
Description
Container shipping just won’t sit still.
This week, Caroline Weaver and Lars Jensen unpack the latest volatility across global trades — from Pacific spot rates showing strange regional “vibrations,” to a 20–30% capacity surge on the transatlantic that’s pushing rates to decade lows.
They also break down the temporary pause in the U.S.–China trade war — what it really means for importers heading into 2026 — and why a new uptick in Somali piracy adds one more layer of complexity to an already unsettled market.
Topics include:
- Pacific rate patterns after Golden Week
- MSC’s mega-vessels reshaping the Atlantic
- The U.S.–China tariff “ceasefire” and its 12-month deadline
- Renewed piracy risks off East Africa
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