Tariffs, Rates, and Kilimanjaro

While Lars laces up his boots to climb Mount Kilimanjaro, he and Caroline dive into the latest global shipping news.
They cover sliding Asia–Europe and Pacific spot rates, uncertainty around reciprocal and Section 232 tariffs, and the U.S. pushback on IMO’s decarbonization measures.
They also analyze H1 financials from major carriers, with Hapag-Lloyd’s standout 12% volume growth raising big questions. Tune in for timely insights delivered from the slopes of Tanzania.