Shipping analysts greet U.S.-E.U. trade deal with mixed reactions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 28 2025
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Source: SeekingAlpha
Trade Agreements Impact on Shipping Stocks: A.P. Moller-Maersk and Hapag-Lloyd shares fell after the EU announced a reduction of proposed tariffs from 30% to 15% on most products in a trade deal with the U.S., alongside a commitment to purchase $750 billion in U.S. energy products.
Mixed Analyst Opinions: While some analysts view the trade agreements as positive for global trade by reducing uncertainty, others express concern that the new tariffs may negatively impact container shipping volumes moving forward.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
