Pause in China-US trade war complicates shipper options

An agreement between Chinese and US negotiators to reduce tariffs by 115% and hold fire in their trade dispute for 90 days has further complicated shippers’ logistical choices, as carriers also consider the outcome of the weekend’s discussions in Switzerland.

US Trade Secretary Scott Bessent and China’s Vice Premier He Lifeng were locked in negotiations over the weekend following the ramping up of rhetoric over trade and tariffs in the last few weeks that saw import duties of 145% imposed on...

https://container-news.com/pause-in-china-us-trade-war-complicates-shipper-options/

CMA CGM’s U.S. Cargo Halved by Trade War; Tariff Truce Offers Brief Respite

CMA CGM has seen its cargo volumes to the United States cut in half since the onset of the U.S.-China trade war, according to Rodolphe Saadé, CEO of the French shipping giant.

Speaking in the French Senate on May 12, Saadé underscored the significance of the current tariff truce between Washington and Beijing.

CMA CGM, alongside Danish rival Maersk, has been among the hardest hit by the wave of protectionist measures initiated during the Trump administration—policies that continue to impact...

https://container-news.com/cma-cgms-u-s-cargo-halved-by-trade-war-tariff-truce-offers-brief-respite/

US-China tariff reduction: insight on ocean container shipping impact, by Xeneta Chief Analyst

On the back of the news this morning CET – we’ve released the following:

https://www.xeneta.com/news/us-china-tariff-reduction-insight-on-ocean-container-shipping-impact-by-xeneta-chief-analyst

Last week, talks about the potential return of container ships to Red Sea transits, also caught our...

https://allaboutshipping.co.uk/2025/05/12/us-china-tariff-reduction-insight-on-ocean-container-shipping-impact-by-xeneta-chief-analyst/

Shipping’s Mission Impossible? Boost rates as China exports plunge

Global shipping continues to struggle to balance the shocks rippling out from the U.S.-China trade war, and recent data reveals contrasting trends in spot shipping rates from the Far East to the United States and European markets.

Average spot rates from the Far East to the U.S. West Coast have remained stable at $2,790 per forty-foot equivalent unit since mid-April, according to analyst Xeneta. Similarly, rates to the U.S. East Coast have held steady at $3,830 per FEU over the same period. This...

https://www.freightwaves.com/news/shippings-mission-impossible-boost-rates-as-china-exports-plunge

Xeneta Weekly Ocean Update + Monthly Air PR. Trade War and De minimis changes

XENETA Weekly Ocean Container Shipping Market Update – 2.5.25

https://www.xeneta.com/news/xeneta-weekly-ocean-container-shipping-market-update-2.5.25

Carriers reacted to the drop in exports out of China in the immediate aftermath of reciprocal tariff announcements by the US Government at the start of April by increasing blanked sailings – just as they did so successfully in the early months of the Covid-19 pandemic. (on Far East to US)

There may be an element of shippers sending goods to Europe...

https://allaboutshipping.co.uk/2025/05/05/xeneta-weekly-ocean-update-monthly-air-pr-trade-war-and-de-minimis-changes/

Recession looms as tariffs turn trade upside down

Tariffs are driving global markets into recession, succumbing to the inevitable supply and demand imbalance as carrier capacity rises and demand diminishes.

Shipping lines are struggling to maintain a balanced trade, having already withdrawn some 434,000 TEUs of Pacific capacity in week 16, with more cuts to come on 1 May, according to Hong Kong consultancy Linerlytica, which added that utilisation on ships had also fallen by 5% on the vessels still operating.


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https://container-news.com/recession-looms-as-tariffs-turn-trade-upside-down/

Xeneta unveils index-linked contract simulator, backed by the industry’s most comprehensive and neutral ocean container freight data

Fabio Brocca, Xeneta Chief Product Officer

Oslo, Norway – 29 April 2025  – Xeneta has launched an index-linked contract (ILC) simulator to help shippers navigate ocean freight container market volatility and end procurement inefficiency.

The new ILC Simulator – now available in the Xeneta platform – allows shippers to compare traditional fixed-rate contracts with index-linked contracts using sample corridor data or their own historical ocean container freight rates.

The simulator is an important...

https://allaboutshipping.co.uk/2025/04/29/xeneta-unveils-index-linked-contract-simulator-backed-by-the-industrys-most-comprehensive-and-neutral-ocean-container-freight-data/