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"Container trading is beginning to slow in China, signaling the usual seasonal lull."

As 4.4 million TEUs were contracted during 2024, order book grew despite deliveries hitting a high of 2.9 million TEUs.

Shein will operate only as a tech provider while Reliance Retail will maintain full ownership of the platform.

Ocean container shipping freight rates spiked more than 70% during the first term of Donald Trump (2017-21).

Freight rates from Shanghai to Genoa zoomed 21% to $4,399/FEU and from Shanghai to Rotterdam surged 16% to $3,954/FEU.

Last time Trump ramped up tariffs on Chinese imports, container shipping freight rates spiked more than 70%.

Emirates placed orders for 10 additional Boeing 777 freighters to support growth during the first six months of 2024-25.

Anticipation of higher tariffs may lead importers to pull forward shipments, creating a preemptive freight frenzy.

"The lights are flashing red on the geo-political dashboard and it would be foolish to ignore them."

IACI is a volume-weighted index of spot container freight rates on 18 large intra-Asia trade lanes.

Largest deployment growth on Asia/Europe route at 24%; container fleet up 10.6% between June 1, 2023 and June 1, 2024

"Ezhou is a new logistics focused airport with a large express carrier as base carrier - think the Memphis of China."