Commodities, Business & Shipping (and Tariffs)

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US Port Update - May 4, 2025 | Trade Wars: Port of Los Angeles Says Imports are Dropping​

May 4, 2025 #supplychain #containers #tariffs
US Port Update - How Will the Trade War Impact US Ports?

In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — updates the situation with US ports as of May 4, 2025, and reviews an interview with Gene Seroka, the executive director of the Port of Los Angeles with Bloomberg TV.

US Port Update - May 4, 2025 | Trade Wars: Port of Los Angeles Says Imports are Dropping​

 

Take Five: Shaken and stirred​

May 5 (Reuters) - The Federal Reserve will lead a pack of central banks meeting to set interest rates after weak U.S. GDP data and President Donald Trump's outspoken criticism of Fed leadership rattled markets.

China trade data and Asian inflation numbers are expected to show the first evidence of the impact of Trump-led tariffs, and markets assess the fallout from weekend elections in Australia, Romania and Singapore.

Here's a look at the week ahead from Lewis Krauskopf in New York, Rae Wee in Singapore, and Naomi Rovnick, Marc Jones and Karin Strohecker in London.

More:

 

Morning Bid: Crude awakening​

May 5 - What matters in U.S. and global markets today
By Anna Szymanski, Editor-in-Charge, Reuters Commentary

Trading in global markets was fairly quiet at the start of this central bank-packed week, with holidays today in Britain, Hong Kong, China, Japan and South Korea. But the oil market has garnered headlines, with prices falling more than 2% on Monday, opens new tab after oil producing group OPEC+ agreed to accelerate oil production hikes.

Mike is off for the UK bank holiday, but check out his latest column about the deep gulf in Federal Reserve rate forecasts, which are clouding an already uncertain U.S. economic outlook.

Today's Market Minute

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Jennifer L

Warren Buffett On Tariffs, DOGE & Trump Before Stepping Down From Berkshire Hathaway​

May 5, 2025 #jenniferlammer #bondbeginners #bondmasters

What did Warren Buffett have to say about tariffs, DOGE, the Trump administration, cash, T-Bills & the current market volatility in his FINAL Berkshire annual meeting as Chairman? Some of his answers may surprise you!

*Sources & referenced videos can be found in first pinned comment

Warren Buffett On Tariffs, DOGE & Trump Before Stepping Down From
 
gcaptain.com

As Trump Tariffs Sink in, Canadian Companies Pivot From US to New Markets

A manufacturer of capsules and tablets for the pharmaceuticals industry is scouting Asia for new partners. A steel component maker, with a client base in the United States stretching back 35 years, is telling customers to expect to pay higher prices. Another company, that produces mascot...
gcaptain.com gcaptain.com

gcaptain.com

Chinese Trade Flow Resilient at End of April Despite US Tariffs

China’s trade flows increased at the end of April, indicating the damage from US tariffs has yet to manifest in actual shipments even though the trade war is widely expected to eventually slow the world’s second-largest economy.
gcaptain.com gcaptain.com
 

US Port & Export Update | Port Survey | Port LA & Savannah | Container Lines Realignment | Exports?​


May 6, 2025 #supplychain #containers #tariffs
In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — updates the situation with US ports as of May 6, 2025 and how US exports are faring during the tariffs.


23:16

00:00 Introduction
00:51 US Port Status
03:11 US Imports
06:52 US Exports
10:38 Port of Los Angeles
15:37 Container Liners Realign
18:45 US Commodity Exports: Grain and Petroleum
22:08 Conclusion

- Marine Traffic marinetraffic.com
- Chinese Trade Flow Resilient at End of April Despite US Tariffs https://gcaptain.com/chinese-trade-fl...
- Monthly Global Trade Insights https://www.descartes.com/resources/g...
- Trump trade tariffs slump widens to ‘nearly all U.S. exports,’ supply chain data shows https://www.cnbc.com/2025/05/06/trump...|twitter&par=sharebar
- Port of Los Angeles Cargo Operations Dashboard https://www.portoflosangeles.org/busi...
- Garden City Terminal Vessels https://gaports.com/vessel-schedule/?...
- USDA Grain Transportation Report https://www.ams.usda.gov/services/tra...
- China’s Soybean Imports From US Jump In March, But Brazil Set To Dominate Market https://gcaptain.com/chinas-soybean-i...
- US Energy Information Administration: Today In Energy https://www.eia.gov/
- Quarterly Coal Report https://www.eia.gov/coal/production/q...
- Natural Gas https://www.eia.gov/dnav/ng/hist/ngm_...
- Petroleum & Other Liquids https://www.eia.gov/dnav/pet/pet_move...
 

Wall Street Breakfast Podcast: WW International Declares Chapter 11​

Summary​

  • WW International (NASDAQ: WW) declared Chapter 11 bankruptcy to eliminate $1.15B in debt.
  • U.S.-China trade talks are set to resume with U.S. officials meeting their Chinese counterparts in Switzerland.
  • Rivian Automotive (NASDAQ: RIVN) reported its second consecutive quarter of gross profit, unlocking a $1B investment from Volkswagen, and showed improved free cash flow.
  • Costco (NASDAQ: COST) will release its April sales report at 4 pm, with analysts watching for effects from pre-tariff stocking.
More:

 

Tariffs Drive Steel and Aluminum Prices Up – What’s Next for Scrap?​

📈 Check Scrap Prices: https://iScrapApp.com/ - Join us as we dive into the latest movements in the scrap metal market, with a special focus on copper and other key metals. From unexpected price drops to recovery forecasts, get the insights you need to stay ahead in the game!
👉 Read more: https://iscrapapp.com/blog/weekly-scr...


22:59
 
gcaptain.com

U.S. Moves to Designate Six Ships in UN Bid to Expose North Korea Sanctions Evasion

The United States announced plans to nominate multiple vessels for designation over violations of UN sanctions against North Korea, following revelations of extensive maritime sanctions evasion detailed in a new...
gcaptain.com gcaptain.com

maritime-executive.com

US Calls on UN Security Council to Crack Down on North Korea’s Violations

In an unusual move for the Trump administration, it is turning to the United Nations’ Security Council, calling for action to crack down on North Kore...
maritime-executive.com maritime-executive.com
 
maritime-executive.com

Trump Replaces Nominee for Maritime Administrator

President Donald Trump has switched nominees for the post of Maritime Administrator, withdrawing the nomination of Capt. Brent Sadler (USN, ret'd...
maritime-executive.com maritime-executive.com

maritime-executive.com

Unfair Trade

Esperanto. The Maginot Line. Feudalism. Tariffs. What do these things have in common? They were all clung to despite the tide of history, even after...
maritime-executive.com maritime-executive.com
 

Listen: China’s playbook for US trade talks​

Officials from China and the US will meet in Switzerland this week to de-escalate a trade war that has disrupted global supply chains, deepened economic uncertainty, and triggered significant market volatility. In this podcast, ING’s Lynn Song discusses how China is likely to approach the talks and assesses the economic impact of the tariffs so far

More:

think.ing.com

Listen: China’s playbook for US trade talks

In this podcast, ING's Lynn Song looks at how trade talks might unfold and what they could mean for China's economy
think.ing.com think.ing.com
 
Dow futures rise 300 points after Trump announces U.S.-UK trade deal

Trump says U.S. has struck ‘comprehensive’ deal with UK ahead of news conference​

  • The White House is due to hold a news conference at 10:00 a.m. ET (3 p.m. London time) on Thursday in the Oval Office.
  • U.S. President Donald Trump said Thursday: “The agreement with the United Kingdom is a full and comprehensive one.”
  • Britain, which runs a trade deficit with the U.S., was spared the higher “reciprocal” tariffs when Trump announced his “Liberation Day” duties, although it was still hit with the baseline 10% levy.
Britain is set to sign a trade deal with the U.S., making it the first country to do so after the world’s largest economy announced stiff “reciprocal” tariffs against friends and foes alike in April.

The White House is due to hold a news conference at 10:00 a.m. ET (3 p.m. London time) on Thursday in the Oval Office.

More:

 
splash247.com

Shipyard delivery lead times extend towards the end of the decade - Splash247

Shipyards and owners are increasingly willing to wait a long time for newbuilds. New data from Danish Ship Finance shows that 20% of all ships on order today will deliver only after more than three years from now. At the beginning of 2021, only around 5% of the global orderbook had been due for...
splash247.com splash247.com
 
Fearnleys Week 19

www.drewry.co.uk

World Container Index - 08 May

08 May 2025: Drewry’s World Container Index decreased 1% to $2,076 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry increased 319 points or 32.00% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on May of 2025.
tradingeconomics.com tradingeconomics.com
 
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