Blog | MSI Ltd

3 posts published

27 February 2026MSI

US tariff tussle: supply chain disruption, trade deal uncertainty and shipping impacts

Analysts see a US Supreme Court ruling against US President Donald Trump’s tariffs as positive for container trades in the short term. MSI director Daniel Richards told Riviera that any tariffs introduced under the IEEPA are now invalid. “All other tariffs implemented since January 2025, including those targeting the steel, aluminium, copper, automotive and lumber … Continue reading US tariff tussle: supply chain disruption, trade deal uncertainty and shipping impacts →

Containership

27 February 2026MSI

Red hot VLCC market hits new highs amid US – Iran tensions

MSI cites a number of factors driving the large tanker sector including a build up of floating storage and Sinokor’s aggressive moves to acquire and control VLCC tonnage, which has been estimated to control 24% of the spot trading fleet. “Sinokor is reportedly already withholding its VLCC tonnage in order to push rates up further.” … Continue reading Red hot VLCC market hits new highs amid US – Iran tensions →

Oil Tanker

9 February 2026MSI

Container Shipping Faces Perfect Storm as Trade Growth Slows and Fleet Capacity Surges in 2026

On the supply side, the global container shipping fleet grew by 7 percent in 2025, outpacing demand growth of 5 percent MSI forecasts fleet growth of 3.5 percent in 2026, compared to just 2 percent demand growth. Read more at Breakbulk News.

Containership

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