The Lloyd’s List Podcast: What US-China decoupling means for shipping

ONE chief executive Jeremy Nixon says carriers need to stay ‘lean and agile’ to deal with long term geopolitical shifts including widening divisions between the US and China that are changing container shipping trade flows Jeremy joins the podcast this week to expand on his thoughts about evolving trade lanes, but he also discussed the more immediate concerns ahead for the box sector starting with the immediate rates outlook and the question of looming overcapacity on the horizon as owners struggle with their ship addictions and the sizeable wad of cash burning a hole in their pockets.