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Importers believe the potential impact on freight volumes to be substantial due to tariff uncertainties

"Carriers (shipping lines and airlines alike) will need to rethink their strategies and business models."

"Sheer scale of tariff schedule means it will take some time to assess the implications on individual supply chains."

China-to-U.S. e-commerce shipments alone account for roughly half of the cargo capacity on the eastbound corridor.

"We used to make so many ships. We don’t make them anymore very much but we’re going to make them very soon.”

"The introduction of new vessels may increase capacity and put pressure on ocean freight rates."

Tariffs, no tariffs, Trump or geopolitics, global trade will continue to flow despite uncertainties. All depends on demand and capacity to move goods...

Data analysed of carrier fleets by Xeneta shows COSCO will be hit hard due to multiple reasons.

United States Trade Representative suggests fee of $1mn per entrance of vessel of a Chinese operator to any U.S. port.

Trade outlook closely intertwined with geopolitics; most believe more U.S. tariffs to follow but not sure how much.

U.S. State Department claims govt vessels can now transit Panama Canal without fees; Canal Authority says no such deal.

"We recommend expanding supplier networks, diversifying sourcing and proactive vigilance into global events."