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🚨10 Must-Knows from Yang Ming CCO Kevin Lee on Tariffs & Global Shipping!
Interviews with Leaders

🚨10 Must-Knows from Yang Ming CCO Kevin Lee on Tariffs & Global Shipping!

📉 How Red Sea risks and U.S. tariff shifts are reshaping container shipping’s future ?

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Maritime Analytica
Jul 01, 2025
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🚨10 Must-Knows from Yang Ming CCO Kevin Lee on Tariffs & Global Shipping!
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🔥 Greetings, Maritime Mavericks!

In a world where container flows depend not only on demand and supply—but on war and trade policy—Kevin Lee, commercial chief of Yang Ming, has issued a crystal-clear warning.

From U.S. tariff uncertainty to Iran-Israel tensions and fragile oil dynamics, Lee laid out the risks at a recent shipping conference. Below are 10 verbatim quotes that reveal how Yang Ming is reading the global map—port by port, price by price, and policy by policy.

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Here’s what you must know:

  1. “Tariffs are the biggest variable.”

  2. “Freight rates for the early part of this month were higher than in April and May.”

  3. “Whilst we’re still positive about volumes in the third quarter, the exemption for US President Donald Trump’s tariffs is approaching.”

  4. “Shipping lines must monitor the developments once the three-month pause in tariffs ends (in August).”

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