China imports

China is vulnerable to US tariffs. We should exploit this.

China isn’t about to let its export market go belly-up. Instead, it will do what it always does – pump money into its industries to soften the blow of U.S. tariffs.

By subsidizing the costs that tariffs impose, China inadvertently reduces the financial strain on U.S. importers. However, this move will make Chinese businesses lean more heavily on their government’s stimulus packages to keep the lights on.

Here’s where it gets interesting: Unlike the U.S., where stimulus might go directly to...

https://www.freightwaves.com/news/china-is-vulnerable-to-us-tariffs-we-should-exploit-this

State of Freight for August: Freight benchmarks show positive signs

FreightWaves’ State of Freight webinar for August discussed the holiday season and what it could mean for carriers in 2024, as well as an ongoing surge in West Coast container imports, and the need for more trucking capacity to exit the marketplace.

Craig Fuller, FreightWaves CEO and founder, said, “the fourth quarter is where you make all your margin. That’s really the most important quarter of the year, and it’s largely driven by holiday goods.” 

Here are five takeaways from the webinar:

The...

https://www.freightwaves.com/news/state-of-freight-for-august-freight-benchmarks-show-positive-signs

State of Freight for July: ‘Bullish’ market coming for freight economy

FreightWaves’ State of Freight webinar for July offered a wide ranging discussion on everything from trucking bankruptcies, a surge in West Coast imports, to what a second Trump presidency could mean for the supply chain.

Craig Fuller, FreightWaves CEO and founder, said, “For many people, the presidential race is in many Americans’ minds, looking more and more like Donald Trump. And if you’re running a supply chain, you’re already thinking about what a Trump economy looks like.” 

Here are five...

https://www.freightwaves.com/news/state-of-freight-for-july-bullish-market-coming-for-freight-economy

Could surging Chinese imports signal a full freight recovery?

Chart of the Week:  U.S. Customs Maritime Import Shipments – China to U.S. Seasonality View SONAR: CSTM.CHNUSA

Total U.S. maritime shipment volumes have grown to higher levels they were at prior to the COVID-19 pandemic that shuttered China’s production. The pandemic was starting to become a significant public health concern for China right around the time of their biggest holiday of the year, the Lunar New Year aka Chinese New Year (CNY).  Import volumes from China typically slow for about four...

https://www.freightwaves.com/news/could-surging-chinese-imports-signal-a-full-freight-recovery