Episode 4: Trade & Tariffs: What Happens with the Supply Chain?

2025 has turned out to be an eventful year for the international trade scenario. 

Under its new administration, the tariffs imposed by the US to many of its commercial partners seem to be driving the world away from globalisation and moving it towards protectionism and regionalisation. Whether or not this will be a long-term trend that goes beyond Donald Trump's four years at the White House, remains unknown. What is clear for now is that trade is now being driven more by geopolitical factors than economic ones, and as such, stakeholders across the broader maritime supply chain need to bear in mind for their decision-making not just peaks in demand, new shipping trade lanes and transport-related variables, but also how international relations evolve. 

In this episode of the TOC Podcast, John Manners-Bell from Transport Intelligence and James Hookham from the Global Shippers' Forum share their insights on how flows of cargo, supply chains and maritime transport can adapt to an increasingly volatile market. 

So, let's talk about it.

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