The shipping industry has faced a seismic shift following the U.S. Trade Representative's finalization of port fees targeting Chinese-built, operated and owned vessels. Such changes in trade and tariff policy are reshaping order books for bulk carriers and specialized cargo vessels and the competitive landscape of Asian shipbuilding.

Ongoing physical disruptions are affecting global shipping routes, and shipowners are balancing the urgent need for fleet renewal with the long-term imperative of adhering to tightening environmental regulations.

To unpack these developments, host Kristen Hallam is joined by Ashima Tyagi and Keyla Goodno from S&P Global Market Intelligence. Listen now for an insightful analysis of the future of shipbuilding and the broader implications for global supply chains.

More S&P Global Market Intelligence Content:

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For S&P Global subscribers (login required):

• US tariff plans
• Commodity Price Watch Report: Asia
• Trends in the World Economy and Trade October 2025

Credits:

• Host: Kristen Hallam
• Guests: Ashima Tyagi, Keyla Goodno
• Produced By: Kristen Hallam
• Edited By: Feranmi Adeoshun
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun