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US trades to play less important role in container shipping’s future

  • US trade policy will spur much greater supply chain diversification, a plus for ocean transport demand
  • Outlook for US shipping demand is negative due to declining consumer confidence, rising inflation and overall business uncertainty
  • Headwinds from US economy could be offset by positives for container shipping from growing non-US trades

Sentiment on the US container shipping market is bearish, given expected fallout from tariffs. But the global market could still grow even as US trades shrink

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