Unsettled Rates, New Tariffs & Rising Maritime Risks: Market Signals for 2026
Update: 2025-12-15
Description
Global shipping enters another volatile week. Caroline, Lars, and guest Michael Wray of Ocean Network Express (ONE) unpack rate swings across key trades, shifting sourcing strategies, Mexico’s new China tariffs, Red Sea uncertainty, and a surge in maritime risk incidents—from border conflicts to tanker seizures.
In this episode:
- NYFI trends across Asia–Europe and the Pacific
- Why 20’ > 40’ pricing persists on TA eastbound
- The slowdown in Asia–Europe demand
- Mexico’s new tariffs on China
- Red Sea ceasefire signals & alliance decision-making
- Rising maritime risks in the Black Sea, Hormuz, and Southeast Asia
- Northern Sea Route reality vs. media hype
- The latest on ONE Henry Hudson
Clear, fast insight into the forces shaping 2026.
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