The world’s largest ship broker warned that geopolitical turmoil in the war and the loss of U.S. foreign policy by Donald Trump, which hurt its revenue, dropped its share price nearly a fifth on Monday.
Clarksons, listed on the London-based mid-sized company FTSE 250, said rates charged by transport companies have fallen since early 2025, and is subject to concerns over the impact of tariffs.
Trump imposed tariffs on the U.S.’s largest trading partner: Mexico, Canada and China, and then temporarily withdrew taxes from Canada and Mexico. He also threatened high tariffs on the EU, another key commodity trading partner of the EU, and announced tariffs on all steel and aluminum imports, which will begin later this week.
“After a year of political change,” the company said. [and] The ongoing conflict in the Middle East and Russia-Ukraine adds further complexity, and markets have been alleviated as economies cope with the direct impact of this phase of change. ”
“In 2025, there is greater uncertainty over the uncertainty of monetary policy across global economies due to political changes, ongoing regional conflicts, intensified trade tensions, tariffs and sanctions, inflation and changing monetary policy across global economies.”
Clarkson’s shares fell 18% on Monday morning, the lowest since early November.
The company has 2,000 employees in 24 countries and was founded in 1852 in the Age of Navigation and then transferred to the steamer. It dominates the global ship brokerage market, which is simultaneously with the oil industry, which relies on an increasing number of tankers to drive the world economy.
Clarksons provides port services to companies and advises on transportation issues by placing a percentage of the fees charged by ship owners. This means that some interference from global transport can benefit it, such as attacks in the Red Sea along Yemen’s coast in late 2023 and early 2024.
In 2024, sales rose 3% to £661 million, while base profits could reach up to £115 million, the company’s record.
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However, the scope of geopolitical turmoil has lowered freight rates in recent weeks.
The company insists that the environment should improve in the next few years. It increased its dividend in 2024 to 109p per share, a 7% increase from 2023. This is the 22nd consecutive year, with dividends increasing, dividends increasing, turbulence in the London financial crisis, Brexit votes and coronavirus pandlectic turbulence.
