From ongoing instability surrounding the Strait of Hormuz and Red Sea routing to the potential impact of tariffs, port fees and industrial policy, global container markets are navigating an increasingly complex operating environment, where outcomes remain uncertain and scenario‑dependent.
Join S&P Global Energy and BIMCO for a data-driven session exploring how these forces are shaping demand, capacity and freight rates, with BIMCO’s Chief Shipping Analyst, Niels Rasmussen, speaking.
The discussion will cover:
- How evolving conditions in the Strait of Hormuz and Red Sea could reshape trade flows
- If transit resumes, how quickly can trade flows, capacity and supply chains stabilise and
- return to pre-disruption levels, and what does “normalisation” actually look like
- The impact of fleet growth and orderbook delivery on effective capacity
- How freight rates are responding to volatility in routing, congestion and bunker costs
- What tariffs and port fees mean for trade flows across the US, Europe and Asia
Key insights you’ll gain:
- A macroeconomic and trade outlook amid geopolitical instability and policy transition
- Demand-side risks, including shifting trade flows, tariff exposure, and regional divergence
- Supply-side dynamics, including fleet growth, orderbook developments, and effective capacity
- Container freight rate trends, including spot market behavior and forward signals
- The relationship between bunker fuel costs, routing disruption, and pricing dynamics
- How carriers, shippers, and traders are adapting to persistent disruption and policy uncertainty.
