# How Trade Wars Are Breaking Container Shipping Into Two Markets

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-breaking-container-shipping-into-two-markets
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-breaking-container-shipping-into-two-markets.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-07T05:54:12+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0098.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0098.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-trade-wars-are-breaking-container-shipping-into-two-markets
Duration seconds: 425

## Resource

Container shipping rates have diverged dramatically in mid-2026: rates from Asia to the US West Coast have fallen 18 percent year-over-year, while rates from Asia to Europe are up 22 percent. Lucas and Luna unpack why the trade war is fragmenting the container shipping market into two separate worlds — one for goods covered by tariffs, one for goods that aren't. They trace how rerouting, front-running, and new trade flows are creating pricing chaos for shippers and investors alike. The hosts also explore what this means for inflation, inventory strategies, and the future of global supply chains. A focused look at how one industry is being reshaped in real time by geopolitical forces. #ContainerShipping #TradeWars #GlobalSupplyChains #FreightRates #SCFI #BalticDryIndex #Tariffs #Inflation #Logistics #Drewry #Shipping #TradeAndTariffs #Fexingo #FexingoBusiness #BusinessPodcast #Economics #SupplyChainDisruption #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo

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