Shipping Markets Outlook for H2 2025

Geopolitical disruption in shipping has reached new heights in the first half of 2025 and Maritime Strategies International examine the impact on markets and what is the outlook ahead.

The first half of the year has seen shipping markets impacted by President Trump’s tariffs, the United States Trade Representative 301 investigation into Chinese shipbuilding, conflict in the Middle East, and ongoing sanctions and war in Ukraine.

The Seatrade Maritime Podcast takes stock of movements in shipping markets over the first six months of 2025 and looks ahead at expectations for the remainder of the year.

In this latest shipping markets outlook episode we are joined by analysts from Maritime Strategies International (MSI) to take a look at the outlook for containers, tankers, dry bulk, and shipbuilding in the second half of the year.

Seatrade Maritime News Editor Marcus Hand discusses the outlook for shipping markets with Adam Kent, Daniel Richards, Will Fray, and Tim Smith from MSI.

Setting the scene Adam says, “It's been yet another busy six months from a shipping market perspective, and I think there's even more moving parts now that we're having to grapple with, and these come on top of the ones that we have the start of the year.”

Hear from the experts on their opinions about where different sectors are headed and learn about key trends impacting major sectors including:

• The impact of US President Trump’s on/off tariffs on the container shipping market
• Weak Chinese dry bulk demand and is China still the engine of growth for the sector?
• The impact of OPEC+ supply increases on demand in the tanker market
• How much do Korean and Japanese shipbuilders stand to gain from USTR fees on Chinese built and owned ships called US ports?

Get ahead on the outlook for shipping in the second half of 2025 by listening to the full episode now

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Connect with Marcus Hand, Editor of Seatrade Maritime News:

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