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Trump's 15% Tariff Salvo Throws Transatlantic Shipping Into Fresh Disarray
European carriers and port operators are bracing for a renewed wave of trade disruption after President Donald Trump raised his universal tariff rate to 15 per cent over the weekend, just days after the US Supreme Court struck down his previous levies as unconstitutional. The move has blindsided Brussels. The European Commission issued a terse statement on Sunday insisting that "a deal is a deal," demanding Washington honour the terms of a transatlantic trade pact negotiated
Feb 232 min read


Maersk and Hapag-Lloyd Signal Cautious Return to Suez After Two-Year Absence
The Gemini Cooperation, the shipping alliance between Maersk and Hapag-Lloyd, has announced a phased return to the Red Sea and Suez Canal beginning in mid-February, marking the most significant step yet toward restoring normal operations on the world's busiest trade artery after more than two years of disruption. The move follows a six-month period without confirmed Houthi attacks on commercial vessels and comes after French carrier CMA CGM led the way with tentative transits
Feb 162 min read


Brussels Moves to Sever Europe's Last Maritime Ties to Russian Crude
The European Commission's proposed ban on shipping services marks the bloc's sharpest escalation yet against Moscow's oil revenues — and a decisive break from the G7 price cap that was meant to keep Russian barrels flowing at a discount. The 20th sanctions package, unveiled on 6 February as the war in Ukraine nears its fourth anniversary, would prohibit European firms from providing insurance, shipping, financing, port access and any other maritime service linked to Russian c
Feb 102 min read


EU Shipping Costs Surge 73% as Emissions Trading System Reaches Full Compliance
European shipping operators face sharply elevated operating costs following the implementation of full emissions coverage under the EU's Emissions Trading System, with compliance expenses for container vessels projected to rise as much as 73 percent compared to 2025. The escalation stems from regulations that took effect January 1st, requiring maritime operators to surrender carbon allowances covering 100 percent of verified emissions on voyages touching European Union and Eu
Jan 282 min read


CMA CGM Reverses Suez Return, Exposing Fragility of Red Sea Shipping Recovery
French container giant CMA CGM abruptly reversed course on Red Sea transits this week, rerouting three major Asia-Europe services back around the Cape of Good Hope mere days after Danish rival Maersk announced its first structural return to the Suez Canal in over two years. The volte-face, confirmed in a 20 January customer advisory, affects the carrier's FAL1, FAL3 and MEX services, which CMA CGM diverted citing a "complex and uncertain international context." The decision r
Jan 232 min read


COSCO Deepens German Foothold with Hamburg Hinterland Logistics Bid
China's state-owned COSCO Shipping is pouring cold water on European concerns over critical infrastructure ownership, filing with Germany's Federal Cartel Office to acquire an 80 per cent stake in Hamburg-based logistics operator Konrad Zippel. The proposed transaction, submitted in late December, would extend COSCO's reach beyond port terminals into the arteries of European hinterland transport. Founded in 1876, Konrad Zippel employs approximately 350 staff and operates 200
Jan 212 min read


European Shipyards Secure Major Orders as Green Transition Accelerates
European shipbuilders reported a surge in new contracts during the first weeks of 2026, driven by stringent environmental regulations forcing fleet renewals and growing demand for specialised vessels capable of alternative fuel propulsion. Italian shipyard Fincantieri announced a €2.4 billion order book for the year, including contracts for six methanol-ready container ships and four ammonia-powered bulk carriers. The deals mark a significant reversal for Europe's shipbuildin
Jan 131 min read


European Shipping Faces Cost Squeeze as Full Emissions Compliance Bites
The continent's shipping industry entered 2026 confronting a significantly more expensive operating environment, as the European Union's Emissions Trading System completed its phase-in, requiring carriers to purchase carbon allowances for the full scale of their emissions. From 1 January, shipping companies calling at EU and European Economic Area ports must surrender allowances covering 100 per cent of verified carbon dioxide emissions, marking the culmination of a gradual i
Jan 72 min read


Capacity Deluge Threatens Container Lines Despite Rate Resilience
Container shipping operators begin 2026 confronting a structural oversupply crisis that threatens to persist until the decade's end, with vessel order books swelling to unprecedented levels even as demand growth falters and carriers prepare for potential Red Sea route normalization. The global fleet now carries an order backlog equivalent to more than 30 per cent of active capacity, totalling approximately 9.6 million twenty-foot equivalent units according to maritime analyst
Jan 22 min read


Europe's Container Lines Face Dual Pressures as Year-End Rates Climb
European shipping operations entered the final week of 2025 confronting a delicate balancing act: rising spot rates driven by pre-Lunar New Year demand colliding with mounting regulatory costs as the bloc's emissions trading regime intensifies. Container rates from Asia to Northern Europe climbed to $2,361 per forty-foot equivalent unit last week, up 16 per cent month-on-month according to Drewry, whilst Mediterranean routes surged 13 per cent to $3,004. The seasonal uptick r
Dec 29, 20252 min read


Container Rates Surge as Red Sea Disruptions Persist Into 2025
Freight rates on key Asia-Europe shipping routes have climbed sharply in December, with spot rates from Shanghai to Rotterdam rising above $5,000 per forty-foot container—more than double pre-disruption levels—as carriers continue to avoid the Red Sea corridor. The sustained rerouting around Africa's Cape of Good Hope, necessitated by ongoing Houthi attacks in the Bab el-Mandeb strait, is forcing European importers to absorb significantly higher costs heading into the new yea
Dec 23, 20251 min read


Europe Braces for Shipping Crunch as China Makes Historic Fleet Play
European maritime operators find themselves navigating treacherous waters as the sector confronts a volatile cocktail of regulatory pressure, geopolitical disruption and unprecedented Asian expansion that threatens to reshape the competitive landscape. China's state-owned COSCO has thrown down the gauntlet with an $7.1 billion order for 87 vessels—the largest domestic shipbuilding contract in Chinese history. The December deal with China State Shipbuilding Corporation spans u
Dec 18, 20252 min read
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