Already have a thread on the China response. This is just more data on market developments. So I asked the question in another thread - what happens to the traffic volume of US Gulf - China VLCC route?
I think the article suggests an answer. It also notes China will increase its inquiry of cargo from elsewhere (Middle East, West Africa. Likely, Russia too). Interesting note that India is facing the heat on its Russian oil imports. Are there incentives for taking US cargoes?
The US-China trade tensions are reshaping global supply chains in a lasting way. Many firms are diversifying production toward Vietnam, Mexico, and India to mitigate tariff risks. While this transition creates short-term inefficiencies, it could strengthen long-term resilience. Logistics and shipping sectors, especially container carriers, are directly feeling these shifts through rerouting, fluctuating freight rates, and evolving port priorities.
@stevemarkovick- Thanks for the input. At least from the container sector perspective, I can see this impacting the inbound US side more. I do not track the shipyard location too closely, but I would imagine the majority of China originating traffic is on larger container vessels, and the build country for the current fleet would lean towards South Korean yards. That said, the US authorities are applying tariffs on Chinese cargo types, and in some cases, the vessels have left the port prior to knowing if the tariffs would apply, or get pushed down the road. Either way, yes, the global supply chains are likely being stressed.
From tanker owner DHT, company points out it has no issues. But, at the same time, says it cannot validate US ownership interests.
https://seekingalpha.com/news/4503911-dht-says-fleet-has-no-u-s-links-after-chinas-new-port-fee-move
Yes, but what do the Chinese authorities think?