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Containers Ports and Logistics Political Risk and Trade

Container demand clouded as front-loading swells inventories

  • Inventory buildup from tariff-driven front-loading is dampening container demand
  • Experts warn that the ‘artificial’ trade boom could trigger a ‘whiplash’ downturn in 2026 as demand payback hits
  • Peak season expectations are being dashed as shippers cautiously await US-China trade talk results

  • Analysis

Tariff‑led front-loading has pushed US July container imports to near‑record highs, lifting inventory levels and deepening risks of a shipping slowdown

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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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