Trade Tensions Hurting ZIM's Outlook: What's the Road Ahead?

Key Takeaways ZIM's 2025 EBITDA is projected in the $1.6-$2.2B band, sharply down from $3.7B in 2024. Tariff tensions and USTR port fees pose operational and financial hurdles for ZIM. ZIM's shares are down 26.7% YTD, underperforming the broader Transportation-Shipping industry's 0.2% growth.ZIM Integrated Shipping (ZIM) , which had a stupendous 2024 courtesy of the Red Sea Shipping crisis-induced elevated freight rates, has been suffering this year mainly due to the tariff tensions.The ongoing trade tens ...