In this episode of The Loadstar Podcast, Charlotte Goldstone is joined by Container Trade Statistics (CTS) CEO Nigel Pusey and Loadstar Managing Editor Gavin van Marle to unpack one of the most turbulent starts to a year the container shipping industry has ever seen.
From the fallout of the US Supreme Court ruling against Trump’s IEEPA tariffs to the escalating Middle East conflict and closure of the Strait of Hormuz, the trio explores how geopolitics, reroutings, fuel costs and shifting sourcing strategies are reshaping global trade flows in real time.
Using CTS Q1 2026 data, they discuss:
Why global container volumes still rose 4.4% despite massive disruptionThe dramatic collapse in Middle East exports following the Hormuz closureHow ports like Jeddah, Khor Fakkan and Salalah are emerging as critical bypass hubsThe continuing boom in Asia-Europe and secondary trades like sub-Saharan AfricaWhy European exports continue to struggleWhether US sourcing diversification away from China is now permanentHow peak season patterns are changing amid ongoing supply chain instabilityPlus, Nigel and Gavin revisit the predictions they made earlier this year, share what surprised them most in the numbers, and look ahead to what Q2 could bring — including whether the Red Sea return is officially off the table.
Listen now for a data-rich deep dive into the volatility redefining global shipping in 2026.