John S. James Co.’s Post

“Approximately 3.3m teu, or nearly 11% of the container shipping fleet, is held up at ports in Asia, Europe and North America, according to a Linerlytica report today. The consultancy said: “Chinese ports are extremely congested in the run-up to the holidays, with both the Yangtze River ports and Pearl River Delta ports recording a significant surge in gate and berth congestion. The pre-holiday cargo rush has been exacerbated by heavy demand to beat potential US tariffs for Chinese imports, with carriers also scrambling to build cargo roll pools ahead of the holiday lull.”” #cny #ports #china #containershipping

In 2018, during Trump’s first term as President, ramping up of tariffs on US imports from #China prompted shippers to consider their options, such as importing goods into the US via #Mexico and #Canada. This contributed to extraordinary growth in TEU volumes shipped from China to Mexico – up 76% between 2019 and 2024. Into Canada, TEU volumes increased 54% in the same period. Geo-politics may put up barriers to trade but, ultimately, goods will always find their way from one place to another if there is a demand for them. Trump has threatened even harsher tariffs on China at 60% and blanket tariffs of 10-20% from the rest of the world. If shippers are going to shift supply chains to avoid tariffs, it may be a case of identifying the least-worst option. It should be noted that it is generally easier to shift the import destination than it is to change the export origin. Importing into Mexico for onward transportation into the US adds complexity to supply chains but pales in comparison to the upheaval caused by moving exports away from China and dismantling well-established manufacturing set-ups. There have been increasing containers exported out of #India in recent years, most likely at the expense of #China, while neighboring South East Asia countries such as #Vietnam are also growing in prominence. From India Sub-Continent to US East Coast, volumes were up 14.5% year-on-year in 2024. The above illustrates how assessing supply chain risk and freight tender strategies should be an ongoing and integral part of a shipper’s freight strategy. Identifying alternatives and having contingency plans in place requires a clear understanding of ocean container networks across and beyond the current trade lanes. Source: Xeneta It contains an example of how to incorporate carrier spread into one's freight strategy, using Xeneta's platform to access long and short term freight rates as well as data on capacity, transit times, schedule reliability, detention and demurrage, surcharges and carbon emissions. https://lnkd.in/ew8e3-Uh

The Chinese factory rush to get goods out before the new year holiday, and the threat of US import tariffs, have seen global container port congestion hit a three-month high. Approximately 3.3m teu, or nearly 11% of the container shipping fleet, is held up at ports in Asia, Europe and North America, according to a Linerlytica report today.

“Chinese ports are extremely congested in the run-up to the holidays, with both the Yangtze River ports and Pearl River Delta ports recording a significant surge in gate and berth congestion. The pre-holiday cargo rush has been exacerbated by heavy demand to beat potential US tariffs for Chinese imports, with carriers also scrambling to build cargo roll pools ahead of the holiday lull.”

AJOT Insight by Stuart Todd, AJOT The prospect of a significant increase in tariffs on goods imported into the U.S from China could have the effect of boosting air cargo, according to a senior industry executive. Speaking at a recent webinar that focused on trends shaping the air freight market in 2025, organized in collaboration with market analytics platform, Xeneta, TIACA’s Director-General, Glyn Hughes, said it was interesting to note first of all that the Biden administration had added to the tariffs which Trump had imposed during his initial term of office. Trump's tariff hike on imports from China could boost air cargo. #airfreight | #aircargo | #shipping https://lnkd.in/eKUYXxYz

Keep these events on your Radar or ignore to the peril of your import supply chain. The East/Gulf Coast port contract is not settled the strike was pushed into January for political reasons, of course. That potentially (if it happens) would be the biggest thorn in your import side. Especially when the Lunar New Year comes in on Jan 29 through Feb 3 so the normal rush to get orders out of Asia before the holiday week will drive up the rates (do they really need a reason?). You will probably see a demand increase so that import containers arrive before any import tariff increases will take effect. Now, whether that is a real threat will remain to be seen but there will be some jumping the gun to beat the tariffs. That will create its own "ahem..rate increase". Now if all of this business could increase the Road demand and rates, that would be different! #supplychain #imports #portstrikepotentialpart3 #trucking #oceanfreight #anyexcuseatall #lunarnewyear #jan29tofeb3 #wheresthefreight #planearlyandoften #weareuptoplanT

🇺🇸 𝗧𝗿𝘂𝗺𝗽’𝘀 𝗶𝗺𝗽𝗼𝗿𝘁 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 𝗮𝗿𝗲 ‘𝗵𝗶𝘀𝘁𝗼𝗿𝘆 𝗿𝗲𝗽𝗲𝗮𝘁𝗶𝗻𝗴’ 𝗮𝗻𝗱 𝘄𝗶𝗹𝗹 𝗰𝗮𝘂𝘀𝗲 𝗮 𝘀𝗽𝗶𝗸𝗲 𝗶𝗻 𝗼𝗰𝗲𝗮𝗻 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿 𝘀𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 - 𝘄𝗶𝘁𝗵 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗽𝗶𝗰𝗸𝗶𝗻𝗴 𝘂𝗽 𝘁𝗵𝗲 𝗰𝗼𝘀𝘁. With the possibility of new import tariffs proposed by Donald Trump, we may see a repeat of past shipping market disruptions. Historical data from 2018 shows that when tariffs on Chinese imports were raised, ocean container rates spiked by over 70%, affecting supply chains globally. 📣 "Raising barriers to trade is almost always a negative move," says Peter Sand, Xeneta Chief Analyst. As shipping costs rise, consumers ultimately bear the brunt in higher prices or fewer product choices. Learn more 👉 https://lnkd.in/eNC_mJaZ

🇺🇸 𝗧𝗿𝘂𝗺𝗽 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝗰𝘆 𝘄𝗶𝗹𝗹 𝗿𝗲𝗶𝗴𝗻𝗶𝘁𝗲 𝗨𝗦-𝗖𝗵𝗶𝗻𝗮 𝘁𝗿𝗮𝗱𝗲 𝘄𝗮𝗿 𝗮𝗻𝗱 𝘁𝗵𝗿𝗲𝗮𝘁𝗲𝗻 𝗮 𝘀𝗽𝗶𝗸𝗲 𝗶𝗻 𝗼𝗰𝗲𝗮𝗻 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿 𝘀𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝘀 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗿𝘂𝘀𝗵 𝗶𝗺𝗽𝗼𝗿𝘁𝘀 𝗮𝗵𝗲𝗮𝗱 𝗼𝗳 𝗵𝗶𝗴𝗵𝗲𝗿 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 Donald Trump’s victory in the US Presidential Election is ‘a step in the wrong direction’ for international trade as importers fear another spike in ocean container shipping freight rates.   🇨🇳 Trump has vowed blanket tariffs of up to 20% on all imports into the US and additional tariffs of 60% to 100% on goods from China.    Data from Xeneta shows the last time Trump ramped up tariffs on Chinese imports during the trade war in 2018, ocean container shipping freight rates spiked more than 70%.   📣 Peter Sand, Xeneta Chief Analyst, said: “Shipping is a global industry feeding on international trade, so another Trump Presidency is a step in the wrong direction. Read more in Riviera Maritime Media Ltd👉 https://lnkd.in/gVZ6xExa

"Approximately 3.3m teu, or nearly 11% of the container shipping fleet, is held up at ports in Asia, Europe and North America, according to a Linerlytica... ...“Chinese ports are extremely congested in the run-up to the holidays, with both the Yangtze River ports and Pearl River Delta ports recording a significant surge in gate and berth congestion. The pre-holiday cargo rush has been exacerbated by heavy demand to beat potential US tariffs for Chinese imports, with carriers also scrambling to build cargo roll pools ahead of the holiday lull.” Linerlytica said the congestion in China would disrupt the transition to the new container shipping alliances on 1 February, giving breathing space to mainline operators that are bracing for under-utilisation after Chinese New Year..."

Sharing the impacts to the cross-border trucking market from my point of view based on the latest additional tariff imposed from US to China imports with effective from 1-February 2025. The immediate impacts: 1. Major China exporters will push for high volume export to China via multi-modal solutions, Truck-Ocean, Truck-AIR. 2. Build-up of heavy congestion traffic in the China road borders due to the build-up of volume for the pre-seasonal Chinese New Year festival and catch the import before new US-China tariff kick in. 3. Truck resource shortage in the cross-border trucking market due to the high demand, leading to additional cost of truck sourcing fee. 4. For those who familiar with type of China export solutions, increasing in the "express solution fee" in the exporting China road border. My suggestions: Always drop your order as soonest as possible you get confirmation from your Suppliers, Buyers, Customers to complete the first leg cross-border truck at the most competitive rates. Source of the news: https://lnkd.in/eBq9CcTW Sharing is caring! =)