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Containers Political Risk and Trade Ports and Logistics

Tariff relief fuels front-loading but China slowdown clouds peak season

  • Non-China tariff reprieve could trigger cargo rush to beat July deadline
  • Massive cancellation and suspension of Chinese orders will weigh on transpacific vessel utilisation
  • Duration of the US-China standoff could depend on factors such as when US inventories drained of Chinese goods compel a resolution

  • Analysis

A temporary tariff reprieve for non-China partners could trigger a surge in front-loading and short-term rate hikes, but the unresolved US-China standoff casts a long shadow across peak season planning and inventory flows

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This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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