Policy Changes:
。 US suspends 24% additional tariffs, retains 10%; China reciprocates.
。90-day window: US importers may stockpile, boosting shipping volumes.
Impact:
。 US West Coast ports (LA/Long Beach) may see 30%+ volume surge.
。 Spot rates could rise 800−800−1000/FEU in Q3.
Actionable Recommendations:
✅ Book early: Secure June-July vessel space to avoid rate hikes.
✅ Streamline customs: Ensure accurate HS codes to minimize inspections.
✅ Diversify routes: Consider US East Coast ports (e.g., Savannah) + rail.
Reason: Severe congestion at EU hubs (Rotterdam, Antwerp, Tangier).
Alternatives:
。 Switch to Maersk/CMA Asia-Middle East direct services.
。 Transship via Jebel Ali (UAE), adding 5-7 days but stabilizing costs.
Actionable Recommendations:
Urgent shipments: Prioritize air freight (via Dubai/Doha).
Long-term contracts: Negotiate MQC (Minimum Quantity Commitment) with carriers.
Impact:
。 60-70% of trucks in Los Angeles restricted.
。 3-day delays expected, affecting last-mile e-commerce deliveries.
。 Advance stocking: Amazon FBA sellers should add 2-3-day buffer.
。 Intermodal shifts: Combine rail + short-haul trucking for reliability.
Route: Yinchuan→Qingdao Port→Hungary/Poland (18-22 days).
Ideal for: High-value perishables (goji berries, lamb).
Actionable Recommendations:
Pilot shipments: Test with small batches to assess EU customs clearance.
Cost comparison: 50% cheaper than air, 10 days faster than pure ocean.
Model: Singapore→Yangpu Port ("shipside pickup" for duty-free markets).
Benefits: 15% lower costs, 3-day faster clearance.
Actionable Recommendations:
。 Southeast Asia transshipment: Ideal for high-tariff goods (luxury, cosmetics).
。 Policy leverage: Apply for Hainan FTP "zero-tariff" lists.
Context: Volume declines prompting potential 5-8% toll discounts.
Opportunity: Asia-Europe rates could drop.
Actionable Recommendations:
Negotiate: Push for Q3 contract rate reductions with carriers.
Impact: Higher costs for chemicals, food cold chain logistics.
Alternative sourcing: Shift to Malaysia/Thailand suppliers.
Risk/Opportunity | Recommended Response | Deadline |
US-China tariff window | Stockpile & secure USWC space | End-June 2025 |
Hapag-Lloyd suspensio | Reroute via CMA/Maersk or Jebel Ali | Immediate |
US truck inspection delays | Increase LA warehouse buffer stock | Before May 15 |
Suez Canal potential cuts | Reassess Asia-Europe routing costs | Q3 2025 contracting |
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Shenzhen Transworld Supply Chain Co., LTD