Tariffs, macro risks & shipping markets—what now? New episode of the Marsoft Beat

April 30, 2025 1 min

Podcast episode on >100% US-China tariffs impact on seaborne trade. Containers: China-to-US TEUs down 50%. LPG likely to see carve outs. Discussion of when macro weakness overwhelms re-routing benefits for dry bulk, tankers, and LNG.

In the latest Marsoft Beat, Ryan Uljua sits down with Marsoft President Dr. Arlie Sterling to unpack what >100% US-China tariffs mean for seaborne trade, how a softening macro outlook reshapes global shipping, Marsoft's latest scenario forecasts - and what to watch for next.

Key topics:

Containers: China→US TEUs down 50%
LPG: A trade likely to see carve outs
Dry Bulk, Tankers, LNG: When does macro overwhelm re-routing?

Listen on Spotify or via the Podcast tab on this website.

Key Insights

>100% US-China tariffs impacting seaborne trade
Container trade: China-to-US TEUs down 50%
LPG trade likely to see carve outs
Question: when does macro weakness overwhelm re-routing benefits?

US-China tariffsContainer tradeLPG carve outsMacro outlookTrade re-routingThe Marsoft Beat podcast

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Tariffs, macro risks & shipping markets—what now? New episode of the Marsoft Beat

Key Insights

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