The impact of policies in maritime trade

Master Thesis
Author
Anthi, Theodora
Άνθη, Θεοδώρα
Date
2025-11Advisor
Polemis, DionisiosΠολέμης, Διονύσιος
View/ Open
Keywords
Australia - China relations ; Trade tensions ; Maritime transport ; Supply chain resilience ; Freight rates ; Bulk commodities ; Geopolitical risk ; Αυστραλοκινεζικές σχέσεις ; Εμπορικές εντάσεις ; Θαλάσσιες μεταφορές ; Ανθεκτικότητα εφοδιαστικών αλυσίδων ; Ναύλοι ; Φορτία ; Γεωπολιτικός κίνδυνοςAbstract
This dissertation explores how strained political relations between Australia and China have affected trade flows and global shipping. Once characterized by deep economic interdependence, the relationship deteriorated sharply after 2018, leading to tariffs, informal restrictions, and widespread uncertainty. These developments coincided with COVID-19 and U.S.–China rivalry, which brought supply chain resilience and diversification to the forefront of policy debate.
Using a qualitative, desk-based methodology, the study draws on academic literature, UNCTAD reports, ABS and DFAT statistics, and Baltic Exchange freight indices. The analysis reveals resilience in bulk commodities such as iron ore and LNG, where Chinese dependence on Australian resources ensured continuity, but significant disruption in agriculture and container trades, which required costly rerouting.
The findings show that geopolitics reshapes shipping through freight volatility, longer voyages, and strategic chokepoint risks. The case underscores the limits of trade frameworks, the adaptability of shipping companies, and the dilemmas faced by middle powers in navigating relations with China.


