Soaring China-US Ocean Freight, Multimodal Transport Upgrades & EV Export Surge

Core Policy and Market Dynamics

1. Soaring China-US Ocean Freight (West US Routes)

Data: West US route freight rates surged from $3,100/FEU to $4,600/FEU (+48%) within one week.

Causes: Explosive cargo volume leading to container ship space shortages.

Client Action Recommendations:

✅ Immediate Actions:

Secure June shipping space urgently to avoid further price hikes.

Prioritize mid-sized ports (e.g., Qingdao, Xiamen) to bypass congestion.

✅ Alternative Solutions:

Shift 20% of cargo volume to Canada's Hunter Port (current spot specials available).

West US Routes

2. Surging China New Energy Vehicle (NEV) Exports

Data: 642,000 vehicles exported in Jan-Apr 2025, +52.6% YoY (BYD exported nearly 80,000 units monthly).

Trends: Sustained demand in Europe and Southeast Asia.

Client Action Recommendations:

Logistics Optimization:

Prioritize booking RO-RO (roll-on/roll-off) vessel space and plan 3 months ahead.

EU clients must prepare CE certifications and battery transportation documents in advance.

Surging China New Energy Vehicle (NEV) Exports

3. Promotion of Multimodal Transport Terminal Sharing

Pilot Results: Ningbo-Zhoushan Port and Guangzhou Nansha Port achieved 30% efficiency improvements in loading/unloading.

Advantages: Coordinated customs supervision reduces transfer costs.

Client Action Recommendations:

Route Optimization:

Prefer Nansha Port for transshipment of European/Southeast Asian cargo.

Request freight forwarders to provide "one-bill" multimodal transport bills of lading to streamline operations.

Guangzhou Nansha Port

4. Global Tariff Policy Volatility Warnings

Risk Points:

。 The U.S. is negotiating potential new tariffs on 18 countries.

。 India is emulating U.S.-China tariff strategies; South America/Southeast Asia are upgrading quality inspection standards.

Client Action Recommendations:

Compliance First:

Update certificates of origin and quality inspection reports (focus on EU REACH and Southeast Asian SNI standards).

Set aside a 10% tariff buffer fund for policy uncertainties.

The U.S. is negotiating potential new tariffs on 18 countries

II. Industry Emergency Warnings and Action Lists

Risk/Opportunity	Countermeasures	Time Window
Runaway West US route freight rates	Secure June shipping space; shift to Canada for transshipment	By May 25
Surging EU NEV demand	Book Q3 RO-RO vessel space; update certification documents	By June 15
Southeast Asia quality upgrades	Conduct full-category SGS/Intertek testing	Immediate execution
India tariff game	Develop alternative markets (e.g., Middle East, Africa)	Q3 strategic adjustment

Need Customized Logistics Solutions?

We offer:

Priority booking channels for West US routes

Full-process compliance support for NEV exports

Multimodal transport cost optimization assessments

Contact Us for Emergency Logistics

Whatsapp: +86 181-2642-4455

Website: https://www.transworldcn.com/

Wishing You Have a Happy Trade!

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