Handelskrig er som et accelererende tog

Handelskrigen med USA er som et accelererende tog, jo længere den fortsætter des vanskeligere vil det være at stoppe den igen, vurderer Bimco’s chefanalytiker, Peter Sand. Men effekten af de nye tariffer er forsat begrænset for shippingbranchen.

”Effekten på tørlastmarkedet målt på volumen er fortsat begrænset”, skriver Peter Sand i en ny analyse af effekten af handelskrigen.

”Det samme kan siges for containerskibene, hvor antallet af berørte containere, også efter den 1. juli, er forholdsvis begrænset”.

Den sektor der ifølge Bimco vil blive mest berørt, er tankskibsfarten. Kina vil ikke reducere sin import af brændstof, mens handelsmønstrene kan ændre dig som følge af handelskrigen.

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