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"Shipping lines and cargo owners are adjusting their short-term supply chains for now.."

"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.

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

Container ships are still sailing around the Cape of Good Hope & there is no guarantee the situation will change in 2025

After almost eight years of steady alliances, industry set for a recast - new alliances, new targets and new routes.

Container shipping rates spiked more than 70% in 2018 when Trump ramped up tariffs on China.

Businesses will also be looking at ways to navigate changing consumer demands & rising insurance premiums.

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%.

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