Wake up, the American line exploded
Sunny Worldwide LogisticsIt is a logistics company with more than 20 years of transportation experience, focusing on markets such as Europe, America, Canada, Australia, Southeast Asia, etc., and is more than the owner of the cargo owner.
“We’re starting to move in full swing,” said Jay Foreman, CEO of Basic Fun, a Florida-based toy company. “It is necessary to contact China Trucks immediately to arrange factory pickup and order container spaces.”
On the evening of May 12, Liu Qifeng, general manager of Southeast Logistics (Vietnam) Shanghai Branch, said that the number of bookings and consultations on that day was 3 to 4 times that of recent times.
"Let the customer transfer money to ship the goods tomorrow!" "Will you not be able to book a cabinet?" On the evening of the 12th, two ideas that a foreign trader emerged as soon as he learned that the tariffs were down were quite typical. His joy and urgency were both to complete the order and to make the backlog of goods in April due to high tariffs.Takes up a lot of space.
A Walmart supplier said that orders from U.S. customers have restarted and they are also rushing to ship. The U.S. market accounts for about 30% of their total exports, and more than 20% of their U.S. business is also hindered by high tariffs.
"Even without tariff factors, June to September is also the peak season for shipments for traditional US routes." Liu Qifeng said that in addition to stocking up goods in April, coupled with a 90-day buffer period, this means that the goods will be shipped before early August.
"In order not to create extravagant problems, buyers who are rushing to the end of the year will inevitably concentrate on shipments in June and July," which will further boost the US line to usher in a peak in shipments.
While demand is growing in the short term, due to the influence of the tariff war, many international shipping companies have suspended some routes to the United States in order to maintain freight rates, significantly reducing the original capacity supply to the US market, which will further intensify the subsequent supply shortage.
Recently, the market capacity of the United States has decreased by 50%, and ships and containers have been transferred to other routes. This will makeThe situation of "explosion" lasts for a whileOf course, as the shipping company readjusts the route, it will also be rebalanced.
According to the weekly report of China's export container transportation market released by the Shanghai Shipping Exchange on May 9, the Shanghai Export Container Comprehensive Freight Index was 1345.17 points, up 0.3% from the previous period.
The freight rates for Shanghai Port exports to the West and East U.S. basic ports are US47/FEU and US35/FEU respectively.
Since the "tariff war" in April, my country's exports to the United States have declined significantly. In addition, the Fed continued to keep interest rates unchanged this week and stressed that high tariffs could boost unemployment and inflation, resulting in a further increase in economic uncertainty.
North American shipping routes have been transported in the past weekDemand hovered at low levels, the scale of capacity supply continued to be regulated, resulting in a slight increase in market freight rates.
With the release of shipment demand, the significant increase in market freight rates may appear later. There are a large amount of goods that need to be transported, and freight rates will inevitably rise.
According to experts from YQN Yunqun route, the US route has fully exploded before the end of May, and both the East and West of the United States have exploded. At the same time, freight rates also responded quickly, and will rise by ,000/40HQ in late May.
It is precisely because there is still high uncertainty in tariff policies that while "clearing inventory", there will be a wave of "replenishing inventory" to cope with future uncertainties. The possible supply chain congestion situation may further push up freight rates.
