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On the air view on August 1, 2025 in California, a container ship arrived.
Justin Sullivan | Gets the image
A Trump The latest escalation of the Trade War administration with China led several parallels with its source back in 2018.
However, there is a significant difference: the degree to which US companies looked to avoid rising tariffs on racing to attract more and more products From China ahead.
Comparing the peak of overload, which occurred in 2018 compared to 2025, US shippers imported more than twice the percentage of Chinese exports this year, reports Importgenius.
To compare the differences, CNBC used data from Importgenius dating from 2016 to the rhetoric Trump Trump War.
In 2025, three major competitions were held as a result of changing tariffs.
Ahead of ‘Liberation Day“Importers began to hurry in containers from China, starting in January, after which a slight decrease occurred in February and March. The second smaller front occurred between March to April. Peak in Frack from China to the United States came from June to July, where export rose by 49%.
In 2018, the height of the loading of freight transportation occurred in the fall: between September and October to October, where the containers increased by 12.2%, and an additional increase by 22%between the months of October to November.
But now there are signs that the export level from China is starting to decline, observed in key delivery data such as oceanic freight reservation and ocean stains.
“The difference in exports from China to the United States between July to August this year is 40%,” said Lin Hughes, an investigator’s Importgenius analyst. “Yes, the moon is not over yet, but we still have only a week realistically. Given that the amount of demand that is already extended forward at the beginning of the year, and a steady downturn, I feel that we can start seeing how imports are reduced below 600 thousand.”
These orders are part of the US ports in July and August. Ocean freight orders, located in July and August, will arrive in September and October.
According to Maritime Data Drewry. Shanghai-Los Angeles tariffs fell by 3% (2412 dollars/forty feet equivalent block/feu), and the Shanghai-York route decreased by 5% ($ 3.463/feu).
On his website, Druya noted that “the phase of accelerated purchases by American retail traders who caused the early peak of the season ended. In response to the slowdown in the US economy and the increase in tariff expenses, they are now scale.
Hughes said that after the first event in 2018, the United States took place four months of decline in Chinese goods. This includes after overloading in February 2025, when American shippers were racing to pull the products forward to the “Liberation Day”.
“We know what these samples look like now, and this is the most unbalanced spike that we saw,” Hughes said.