Global container volumes to drop 1% on Trump tariffs

Derweeri said it is expected that president Donald Trump’s war is expected to reduce the size of global containers by 1 % in 2025, and Dreiri said only the third expectations in its history.

This would reach about 1.8 million equivalent units of 20 feet based on the movement of containers around the world with a value of 183.2 million Toy’s feet in 2024, and about 10 % of the increase of more than 10 million TEU in global traffic since 2023.

The volume decreased by 8.4 % during the 2009 financial crisis and 0.9 % during the Kofid Fund for the year 2020, said Dreiri, who started tracking container data in 1979.

Dreiri said in a sliding offer that the demand for contracting by the two trucks will increase the capacity in the market, and they are likely to put pressure on prices and lead to “more abandoning the load” and mixing ships with the balance of tankers and their request.

While there is a temporary stop for 90 days on most of the tariffs, Trump said this week that American drawings are likely to be reduced in China. Dryeri said that if two -thirds of the current definitions remain in place, imports from China may decrease by 40 %, “Derweeri said.

The analyst also warned that more front campaigns by importers during the period of customs tariffs can place the shipping of containers in a operational association by July due to the port’s congestion, disorders of navigating, and the latter of empty containers last time during Covid.

The battle of customs tariffs between the United States and China has had banned goods among commercial partners, with follow -up effects that already wandered in the supply chain.

For the week ending April 14, global container reservation sizes decreased by 1.57 % during the week and 9.94 % on an annual basis, according to Vizion. Import reservations in the United States decreased by 12.15 % w/s and 22.37 % on an annual basis, while reservations from China to the United States decreased 22.15 % w/s and 44 % on an annual basis.

In the published reports, the HAPAG -LLOYD (HLAG.DE) lines said it had witnessed a decrease in the via ocean reservations by 30 %, while Evergreen Marine (2603.tw) noted that the Pacific Ocean capacity had decreased by 30 % -40 % on the exported folder of the exported folders that decreased 60 % -70 %.

Since nothing in the supply chain occurs in a vacuum, while the Chinese American business dries, the two trucks turn into the sources, and the ocean holders were fast in empty sailing, re-formation of rotational cycles and the ability to repeat to more profitable corridors, such as Asia-Borob.

Some observers say that some observers are that even if Beijing and Washington agreed to a tariff tariff, for example, at the end of May, and overcrowded Chinese factories, it is possible that it takes 30 days until economic activity returns to the port of Los Angeles, which is the most crowded import in the United States; 45 days for the Middle West and Houston; And 50 days for the New York shirt port. Shipping in the ocean is always longer than disturbances; It took several weeks to months of ports in Canada and the United States to recover from intermittent work in 2024.