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Justin Hayden Miller (Global Trade & Customs lawyer) hosts Simon Ward (shipping expert, broker and Professor of Shipping). They discuss global shipping and whether Chinese shipping represents a risk to the United States and world trade, as well as issues such as the Panama Canal.

This episode is opportunely timed taking into account the current US / China trade war and President Trump's statements in his March 4, 2025 address to Congress, stating that the US will be reclaiming the Panama Canal on National Security grounds.

In particular, the episode addresses:

- Why shipping is important

- A basic description of how the shipping industry operates

- The decline of British and US shipbuilding. Port of Liverpool, LFC, The Titanic, White Star Line; liner trades

- The present position of shipbuilding: China, South Korea and Japan

- Whether the Chinese practice unfair competition in shipbuilding against the United States

- The US' potential to industrialize using shipbuilding; Japanese shipbuilding, demographic pressures

- Shipping Capacity and the prevalence of China

- Disruption created by Covid; Putin; Ukraine; Suez Canal closure because of Houthi rebels and the Panama Canal: the effects

- Chinese shipping dominance and influence

- The US and the Panama Canal and its significance; global shipping routes

- The Port of Baltimore and the Francis Scott Key Bridge collapse; US infrastructure concerns, and re the Panama Canal

- Globalisation and protectionism

- Whether the Panama Canal is important for US / Asia trade;

- Suez Crisis 1956

- Shipping and inflation, container pricing

- Tariffs and the consequences for the shipping industry

- Predictions concerning China; Taiwan; demographic considerations

Artistic references: Titanic (1997 film) Directed by James Cameron and starring Leonardo DiCaprio & Kate Winslet. Paramount Pictures, 20th Century Fox

CONTACT DETAILS:

Justin Hayden Miller’s contact details:

Twitter: @JustinHaydenM

LinkedIn: https://www.linkedin.com/in/justin-hayden-miller-7b2a695/

Email: PrivilegedDiscussions@gmail.com

Simon Ward’s contact information:

- Blog : https://ursashipbrokers.gr/

- LinkedIn profile: https://www.linkedin.com/in/simon-ward-ursa/

- email: smw@ursa.gr

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*Follow Justin on X: @JustinHaydenM

Email: privilegeddiscussions@gmail.com

*Disclaimer: This podcast is simply for informational and entertainment purposes only and does not in way constitute legal, business, financial or other advice whatsoever. Should you require advice then please seek such from an appropriately qualified professional, explaining your specific circumstances.