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Victims of the Trade War
The first victims of the Administration’s trade war will be ocean carriers, ports, terminals, truckers, and railroads. There are seldom...
Impact on Container Trade of New U.S. Tariffs on Imported Metals
Do the new US steel and aluminum import tariffs threaten the baseline forecasts of US import container volumes this year? That question...
The Threat of a Trade War
Fixation on the negative balance of payments in trade has created a clear and present threat to global trade. What started out as an...
2018: A Good Year for European Ports
The North European economies continue their strong growth as consumer confidence remains solid. The latest Purchasing Manager’s Index...
Change is in the Air
The North America edition of the Global Port Tracker has a couple of new additions to its format. We have added an overview page that...
Headlong Rush to Growth
Our models suggest that North Europe will have had an annual growth rate of nearly two per cent for imports while exports grow nearly...
The Large Vessel Conundrum
Going into 2018 the container shipping industry faces a fundamental problem: too many large vessels. The carriers have invested heavily...
Trade Policy Change Implications for U.S. Container Trades
As the U.S. shifts its international trade policy preferences towards bilateral agreements and away from multi-lateral agreements, there...
A Glimpse into Vessel Dwell Times
Vessel dwell time is a hot button for the container shipping industry. Besides the cost involved on both the land side and the water...
Near-Term Trade Policy Disruption Risk Falling
The risk of near-term trade disruptions from U.S. trade policy changes has fallen this summer. After 200 days in office, the Trump...
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