Fuel/oil Maersk, if I recall, does container shipping and has other ways of moving boxes, but all of them burn fuel

This is a really shoddily written article. Bad. Basically he’s saying that fuel costs will remain high and from a business standpoint the risk doesn’t go to zero just because Trump says everything is rainbows. Therefore shipping faces increased costs, which raises prices for consumers, which hurts demand, which lowers shipping volume. And that systemic slowdown doesn’t disappear overnight because Trump says yippee.

I think. If the article weren’t total shit, maybe it would be clearer.

Yeah all tankers are now on the way to Americas, because they have oil too. US shale oil is now profitable for instance, they can ramp up production in a month or two and been doing that

China depends on Iranian oil, which is why Iran tried the partial blockade to let friendly ships through. That forced the US to try and enforce a full blockade to prevent China from being less affected than everyone else.

If that is the explanation, it sure isn’t made clear by this shit article.

Another issue is that oil supply is lower due to infrastructure damage caused by the war.