What's Going on With Containers? | Trans-Pacific Maritime (TPM) Conference Underway

Video Description

What's Going on With Containers March 4, 2025 In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the opening day of the Trans-Pacific Maritime (TPM) 2025 Conference in Long Beach, California with the Keynote Address by John Bolton, an interview with the CEO of Mediterranean Shipping Company, Soren Toft, and a New Era of Volatility in the container market. #supplychain #tpm25 #container #containership #containers 00:00 Introduction of the TPM Conference 2:10 Trump Administration Implements Canada, Mexico, and China Tariffs 04:10 Bolton Warns that US Isolationism Threatens Global Supply Chains 07:58 MSC CEO - Port Tax on Chinese Ships Will Make Some Routes Unviable 13:59 Container Market Downturn Creating a 'New Era of Volatility' 19:00 Conclusion Support What's Going on With Shipping via: Patreon: www.patreon.com/wgowshipping Twitter: @mercoglianos Bluesky: @mercoglianos.bsky.social Facebook: @wgowshipping Email: [email protected] Spotify: https://open.spotify.com/show/0B9AHrs2P9OPA8ulM3EJ2u TPM25 https://tpm.joc.com/en Trump Escalates Global Trade War, Sparking Tit-for-Tat Tariffs https://gcaptain.com/trump-escalates-global-trade-war-sparking-tit-for-tat-tariffs/ TPM25: Growing US isolationism threatens global supply chains: Bolton https://www.joc.com/article/tpm25-growing-us-isolationism-threatens-global-supply-chains-bolton-5954626 Why a US withdrawal from world stage would be bad for shipping https://www.lloydslist.com/LL1152758/Why-a-US-withdrawal-from-world-stage-would-be-bad-for-shipping TPM25: Port tax on Chinese ships will make some routes unviable: MSC’s Toft https://www.joc.com/article/tpm25-port-tax-on-chinese-ships-will-make-some-routes-unviable-mscs-toft-5954640 Big variances to China-built boxship exposure for US service providers https://www.lloydslist.com/LL1152761/Big-variances-to-China-built-boxship-exposure-for-US-service-providers If US taxes Chinese ships, liners could pull capacity from US ports https://www.lloydslist.com/LL1152757/If-US-taxes-Chinese-ships-liners-could-pull-capacity-from-US-ports TPM25: Container market downturn creating ‘new era of volatility’ https://www.joc.com/article/tpm25-container-market-downturn-creating-new-era-of-volatility-5954666 New trade war salvos offer rate respite before demand dives https://www.lloydslist.com/LL1152749/New-trade-war-salvos-offer-rate-respite-before-demand-dives