The decrease in the Chinese charging ship begins, the demand decreases

American importers are notified of an increase in the navigation canceled by shipping vessels outside China, where ocean holders are trying to balance the withdrawal in the resulting requests President Trump’s tariff and Tensions escalate In trade war.

A total of 80 empty empty, or canceled, was registered outside China by HLS Group shipping. I wrote in a recent memo to customers that with the trade war between China and the United States, which led to a decrease in demand, transport companies began to suspend or seize services across the Pacific.

“Major Ocean Freight Alliance One One has commented until another notice,” a path he had previously planned to re -re -re -re -includes Qingdao, Ningbo, Shanghai, Pusan, Vancouver and Tacoma. Meanwhile, the current path is planned to cancel the port call in Wilmengton, North Carolina.

The impact of the decreasing charging container on North America will be important for many links in the economy and the supply chain, including the logistics ports and companies that transport the shipping. If all sailing carries between 8,000 to 10,000 units (20 feet), then this would equal a decrease in the shipping movement ranging between 640,000-800,000 containers, and leads to low crane operations in the ports, less collected fees, and decrease in receiving containers and ports by chulk, silence, and silence, to warehouse for storage.

The World Trade Organization warned on Wednesday World Trade expectations “deteriorated sharply” in the wake of the Trump tariff plan. JB Hunt shares have reached its lowest level since November 2020 after commenting during a truck transport company call about the uncertainty of definitions.

“We have no way to see how important this decrease is orders on ship schedules,” said Alan Murphy, CEO of Sea-Sen-Sear. “There are no models to extrapolate this. What I can tell you is the majority of containers on ships that serve the trade routes in Asia to the United States are China. We will not go to zero containers, but we will see a decrease in containers, and as a result, in the future, we will see a huge set of empty sailing.”

China represents approximately 30 % of all imports in the United States (a decrease from 37 % in 2018), but about 54 % of all American barefoot imports from Asia (a decrease of 67 % in 2018).

Bruce Chan, director of the Global Logistics & Future Mobility for Stifel, said that the customs tariff policy has created a state of uncertainty in the demand for consumers, and retailers have developed their work in a conservative manner with the stock, especially given the “scar tissue” of the last Overstock after pressing the supply chain after that from that of 2021-2022. He said: “The uncertainty began to appear in the sailing of empty container ships in multi -sided air corridors, in our opinion, and opened the possibility of a two -number decrease in imports in containers early next month.”

The reservation volumes fell from the last week of March to the first week of April via global and American commercial corridors. There were sharp declines in reservations across several categories, including clothes and accessories; Wool, fabrics and textiles, are both less than 50 %. The main products categories of China that are transported in containers include clothes, games, furniture and sports equipment, all of which are subject to sharp tariffs.

As a result of the decrease in containers, the transport companies will not only cancel the vessels, but also will not control or cancel the vessel roads that are usually called “ship chains”, such as one service from China to Vancouver and Takoma. These methods devote the vessels to move the ocean charging in specific ports that take months of planning. The elimination of vessels also affects US exports to Asia and rely on ships that travel in both directions.

The peripheral transport companies need to transport the full ships to generate the return on the investment, but it is not in their interest to use large ships if it is not possible. To ensure the use of ships at full capacity, transport companies have a number of roads to change the ship’s chains. Extension of ship arrivals by eliminating sailing is an option for container size to match a better capacity. According to Morphi, 99 % of ship services are weekly and the ship takes about seven weeks to take a round and forth trip.

“During Kofid, the surrounding transport companies have stopped their maintenance ships,” Murphy said. “Ocean companies can also empty (cancel) sailing, delete the entire ship’s chains, use smaller vessels, slow steam in the vessels they travel for a longer period.”

These measures will reduce the capacity of the container available for containers, according to Murphy, which helps fill the remaining ships, with unconfirmed effects on comprehensive pricing in peripheral shipping work. While the decrease in sailing may lead to a decrease in prices, the empty sailing is determined by the two trucks around the world as a cause of container rates that have risen to $ 30,000. In this case, the truck says the ocean holders canceled sailing for a longer period of need.

Vietnam continues to profit in China

The global demand and pricing status of the supply chain remains liquid and are subject to severe short -term updates linked to the policy of definitions. As Chinese trade is pressure, a major scale appears in ocean charging rates Vietnam escalated In early April.

The prices of the “low” low ocean jumped, which represents the costs of shipping goods for a large charger on a specific circumference road, by 43 % since March 30 for Vietnam. XEENETA calculates the middle sectors in the middle of the market and the medium market by looking at 25 and 75 ° C rates of the commercial track.

“The fact that the bottom of the market has risen shows that the heat is running,” said Peter Sand, chief analyst at Xeneta. He said this continues after Trump’s decision to stop what he called “mutual” definitions on countries other than China for 90 days.

Sand added: “The big and young trucks must pay for the front loading, because the” stop “has made the clouds forward from the shipment possible again,” Sand added.

This demand from American trucks who import goods can be seen in increasing container shipping prices in Ho Chi Minh to the Los Angeles ports path, jumping 24 % to April.

According to the data collected by XENETA for 2025, the spread of the largest container port in China, Shanghai, and the largest container port in Vietnam, Ho Chi Minh, has also been narrowed for every FEU in Vietnam shipping to La and Long Beach ports.

Sand said that even as the costs of the trucks increase, they will continue to bring imports from unconnected countries because the situation is still very unexpected. “There is every possibility that enters into force in the higher decrees 90 days from now or even at an early stage,” he added.