- Container demand continues to be extraordinarily high
- Chinese companies are taking global market share, underpinning demand
- China continues to grow their exports at a much higher pace than its GDP growth
- We have seen rising freight spot rates, they rose 37% in 13 weeks during Q2 2025
As the US and China trade truce holds for now, we can see that the impact has been reverberating for many months already even though the two countries struck an accord back in early May. And with shipping capacity being nearly fully utilised, it pushes freight charges higher amid the ongoing surge in demand/supply chain hit. The rush here is all to avoid any uncertainty that tariffs could come back any time. From a few months back: Tariffs policy can change overnight but supply chains cannot
This article was written by Justin Low at investinglive.com.