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flag Global shipping rates fell in Week 40, 2025, amid trade shifts, tariffs, and geopolitical tensions.

flag In Week 40 of 2025, global container shipping rates declined across major trade routes, with drops up to $683 on key Asia-to-U.S. lanes, driven by shifting trade dynamics and upcoming U.S. tariffs on Chinese-linked vessels. flag Meanwhile, the tanker market saw mixed results, with VLCC rates softening due to increased supply from Kurdish oil flows and Red Sea disruptions boosting fuel demand. flag The shadow fleet’s expansion and geopolitical tensions added pressure, while port efficiency improved at APM Terminals Lazaro Cardenas. flag Despite market volatility, seaborne trade grew 5.9% in 2024, and M&A activity surged, especially in container shipping and port logistics, as companies adapt to decarbonization and trade policy shifts.

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