Policy-driven volatility is now structural; ports that diversify cargo/customer mix and build flexible inland connections will outperform those reliant on a single lane. Using the latest CTS shipment data, the presentation shows how recurring tariff rounds and non-tariff measures are reshaping trade lanes, with diversion effects (e.g., transshipment growth, alternate gateways), shifting equipment balances, and higher forecasting error. For ports, […]
