The reduction of the freight ship in China begins, the demand falls

US importers reported the increase in canceled swimming ships from China as ocean carriers try to balance the rollback in orders that result President Trump’s tariffs and Escalation of tensions in a trade war.

A total of 80 blank or canceled, swimming from China were recorded by the from from from from from from from from from China. A recent note was written by customers that the carriers began to suspend or adjust the transminate services from the trade war between China and the USA.

The main ocean freed alliance “stopped until the further message” On the route, which he previously planned to return in May, which included the ports of Tsyndo, Ningba, Shanghai, Pusan, Vancouver and Takom. Meanwhile, the existing route plans to cancel its port -name in Vilmington, North Carolina.

The impact of reduced traffic containers on North America will be significant for many links in the economy and supply chain, including ports and logistics companies that move the cargo. If each sailing were transported from 8,000 to 10,000 TEU (twenty feet equivalent units), it would be equal to the reduction of the freight movement between 640,000-800,000 containers and will reduce the crane at the ports, lower payments that can be collected, and decrease in the compilation, rails, rails, and storage.

The World Trade Organization warned on Wednesday what it is The forecast of the global trade “sharply deteriorated” after Trump’s tariff plan. JB Hunt stock has reached the lowest level since November 2020 after comments during the company’s revenue earnings.

“We do not have the opportunity to find out how significant this drop in orders for the ship’s schedule,” said Alan Murphy, CEO of Maritime Intellectuality. “There are no models that would extrapolate this. What I can tell you is most of the containers in the courts that serve Asia for US trade routes, it is China. We will not go zero containers, but we will see a decrease in containers, and as a result we will see a mass raft.”

China accounts for approximately 30% of all imported containers in the US (compared to 37% in 2018), but accounts for about 54% of all imports in Asia (decreased compared to 67% in 2018).

Bruce Chan, the director of global logistics and future mobility for Stifel, said the tariff policy has created considerable uncertainty against consumer demand, and retailers place their business conservatively with the inventory, especially given the “scar tissue” with a recent overburnt. “This uncertainty begins to manifest itself in covered container swimming on the kernels of broadcasts in the east, in our view, opening the potential of a double-digit reduction in the incoming container next month,” he said.

Booking volumes from the last week of March to the first week of April through the world and US trade lanes fell. There was a sharp decrease in orders in several categories, including clothing and accessories; And wool, fabrics and textiles, both decreased by 50%. The main categories of products from China, which are moved in containers, include clothing, toys, furniture and sports equipment subject to steep tariffs.

As a result of the decrease in the containers, ocean carriers will not only cancel the vessel, but also set up or cancel the routes of the vessels, which are commonly called “vessels lines”, such as one service from China to Vancouver and this. These routes, devoting the courts to the ocean to the ocean into certain ports, occupy months of planning. The elimination of ships also affects US exports aimed at Asia, and relying on ships traveling in both directions.

Ocean carriers must move full vessels to gain profitability of investments, but not in their interest to use great vessels if they cannot be filled. To ensure the use of vessels at full capacity, carriers have several ways to change the rows of the vessel. Rubbing the arrival of ships by canceling the sailboat is an option for the volume of the container for better power. According to Murphy, 99% of the ship’s services are weekly, and it will take a ship for about seven weeks to make a round trip.

“During the COVID ocean carriers, they parked their courts for service,” said Murphy. “Ocean carriers can also empty (cancel) sailing, completely lower the strings, use smaller vessels or slow pair of vessels where they travel longer.”

According to Murphy, these measures will reduce the available vessel for containers, which helps fill the rest of the ships, with uncertain consequences for overall pricing in the ocean cargo business. While the decrease in swimming can lead to a decrease in prices, carriers around the world were identified during the ring splashes as the cause of the containers that reached $ 30,000. In this case, the shippers say that the ocean carriers have canceled swimming longer than they needed.

Vietnam continues to recruit in China

Global demand for supply chain and pricing situation remains fluid and is subject to a sharp short -term swing related to tariff policy. Because Chinese trade falls under stress, shows a key indicator in ocean freight tariffs Vietnam increases In early April.

“Medium low” ocean rates, which are the cost of delivering goods to a larger shipper on a certain ocean route, from March 30 in Vietnam has jumped by 43%. Xeneta expects the medium and market average segments market, looking at the values ​​of 25 and 75 percent of the trade strip speed.

“The fact that the lower end of the market is increasing, shows that the heat goes,” said Peter Sand, the chief analyst Xeneta. He said it continued after Trump’s decision to stop what he called “return” tariffs in the countries except China for 90 days.

“Many shippers, and all of them have to pay for the front -loading front, because the” pause “has again made possible pulling freight,” Sand added.

This demand from US trucking goods that import goods can be seen in increasing the tariffs for the delivery of containers in the city of Hoshmin in Los -Andgeles, which jumps by 24%, coming in April.

According to the Xeneta data for 2025, the distribution between the largest Chinese container port, Shanghai, and the largest container port in Vietnam, Hoshimin, also narrowed the equivalent unit of forty feet (Feu) for deliveries to Los Angeles.

Even with increasing the cost of shippers, they will continue to bring imports from non -Chinese countries, as the situation remains very unpredictable, Sand said. “There is every opportunity, the higher tariffs come into force 90 days from now on or even at an earlier stage,” he added.