Category Archives: Managerial Econ

Posts relevant to Managerial Economics.

India Oil Squeeze on Russia

Posted on October 20, 2025 by | Leave a comment

The message in this article is that Trump’s pressure on India not to buy Russian oil may work in part. But it’s an example of how industries will always find a way around trade barriers. It won’t actually reduce the quantity of Russian oil flowing, though it might depress the prices a bit. And if some country decides to be antagonistic to the US, they could make the practice counterproductive.

Trade controls always have consequences you didn’t foresee.

By Ron Bousso, Reuters

https://gcaptain.com/trumps-india-squeeze-to-push-russian-oil-further-into-the-shadows/

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Posted in Managerial Econ, Supply Chains

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Beijing sets port fees and restrictive policies

Posted on October 1, 2025 by | Leave a comment

Retribution for the US port fees for Chinese-owned and Chinese-built ships is already here, even before the fees come into effect. The main effect seems to be a restructuring of shipping services, rather than any actual fees being collected. Operators of liner routes are simply taking the Chinese-related ships off their US runs. Several liner carriers have announced that they propose no surcharges.

I think the most important effect of the Chinese declaration is going to be the loss of data and information about Chinese ports. Most large carriers call at Chinese ports on their loops. No data means a loss of accuracy on arrival times and dwell times at the ports. This will affect all shippers and supply chain partners, making predictions more difficult.

I’m afraid geopolitics will make ocean shipping, and perhaps all kinds of carriage, into a game in which advance knowledge is impossible. We already see some effects in the loss of information from AIS due to spoofing and turning off transmission because of sanctions.


Stuart Chirls Tuesday, September 30, 2025

https://www.freightwaves.com/news/china-could-bar-u-s-service-ships-in-new-maritime-dispute-volley

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Posted in Logistics, Managerial Econ, Shipping, Supply Chains

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China prepares retaliation playbook

Posted on September 30, 2025 by | Leave a comment

China is taking preemptive action against the US’s plans to hike port fees for China-linked tonnage.  The port fees are scheduled to come into effect on October 14, but there haven’t been any administrative rules set yet.

So we don’t know how, or if, they will be collected.

Quite a few experts believe that there won’t ever be any. The box-booking platform Freightos is one source mentioned in the article. Trump has a history of putting penalties out there and giving way in negotiations just before they will go into effect. It’s known as the Trump Always Chickens Out (TACO) effect.

I agree that we may never see any container ship fees. But I am also wary of what Trump may be giving away in the negotiations with China.

And I think history tells us that we will see severe blowback in terms of various trade restraints placed by foreign nations. These will hurt American businesses.

 Sam Chambers September 30, 2025

https://splash247.com/china-prepares-retaliation-playbook-ahead-of-us-port-fee-deadline/

China prepares retaliation playbook ahead of US port fee deadline

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Posted in Logistics, Managerial Econ, maritime, Shipping, Supply Chains

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