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Yang Ming executive: Tariffs and Mid-East conflict to shape demand

Yang Ming’s commercial chief Kevin Lee said at a marketing conference that US tariffs and Middle East tensions will affect demand for container shipping in the second half of 2025.

Speaking at the Capital Securities Corporation-organised event, Lee said: “Tariffs are the biggest variable…….Freight rates for the early part of this month were higher than in April and May. Whilst we’re still positive about volumes in the third quarter, the exemption for US President Donald Trump’s tariffs is approaching. Shipping lines must monitor the developments once the three-month pause in tariffs ends (in August).”

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