The fall of demand fueled by Trump’s rates affects US ports and air transportation

Donald Trump’s trade war with Beijing begins to affect the broadest economy in the United States, as port operators of container and air goods managers report strong decreases of goods transported from China.

Logistic groups said that container reserves in the United States have fallen abruptly since 145 percent rates to Chinese imports in the United States.

The Port of Los Angeles, the main way of entry for goods in China, hopes that the arrivals scheduled a week from May 4 will be a third less than a year earlier, while the air transport handlers have also reported sharp falls in the reserves.

Reserves for standard 20 -foot shipping containers from China in the United States were 45 percent less than one year earlier in mid -April, according to the latest available data from the Vizion container monitoring service.

John Denton, Secretary General of the International Chamber of Commerce, said that China-EUA trade flow disorder reflected traders who “gave road decisions”, as they hoped to see how quickly Washington and Beijing could reach an agreement to reduce rates.

A survey of CPI members in more than 60 countries after the Trump April 2, “Liberation Day” announcement shows expectations that trade would be definitively affected, whatever the result of the negotiations.

The US market access cost would be the highest since the 1930’s, said Denton. In reference to the reference rate for all countries, he said that there was “almost an acceptance that 10 percent will be the minimum burden on accessing the North -American Market, whatever other uncertainties.”

Washington and Beijing showed signs of starting to feel the effects, with the two parties announcing some Aranzelian exemptions This week on important products for their respective economies and Trump, which predicts that 145 percent rates would “fall substantially”. But,, He said China On Friday he was not in talks with the United States.

Because the first sending of China container to the face rates are due to Earth in the United States during next week, goods operators said that supply chains were changing.

Nathan Strang, director of ocean goods at the Logistics Flexport group, said that companies expected to send goods in anticipation of Washington and Beijing in accordance with an agreement to mitigate taxes.

North -American importers seek to use background inventories before importing new actions from China, logistics executives said. They also hold actions in linked warehouses where you can store inventory without tax paid for withdrawal or divert it to other nearby countries such as Canada.

“They are sitting in the goods at origin, sitting at the goods at the destination,” Strang said, warning that if an agreement was made to reduce rates, shipping rates would jump abruptly.

Hapag-Lloyd, one of the largest container shipping lines in the world, said Chinese customers had canceled approximately 30 percent of their reserves outside China.

Hong Kong Taiwanese container company, Ts Lines, has suspended one of its services on the American West Coast in recent weeks. “Demand is not there,” a person from the group said.

Falls in order volumes have been fed to Los Angeles, according to shipping analysts, which the intelligence of the sea, which reported an increase in “blank sails”, where the scheduled vessels of China were canceled.

Almost 400,000 less containers have been reserved for routes in Asia in North America during the four weeks since May 5 than in the forecast, a 25 percent fall of the amount scheduled for the same period in early March, before the fees were imposed.

The Port of Los Angeles is waiting for only 20 blank sailors in May, representing more than 250,000 containers, until six in April.

This is a sharp fall this week, when the arrivals increased by 56 percent year-on-year, a sign that importers have been loading the deliveries of other Southeast Asian manufacturing nuclei as Cambodia and Vietnam that enjoy a 90-day “pause” in rates.

Container prices reflected the change in the supply chain, according to Hub Freightos logistics data, with a 15 percent increase in the price of a 40-feet container of Vietnam compared to a 27 percent fall of China-EUA’s major routes.

“The rates of other Asian countries in the United States can continue to rise ahead of the July rate period,” said Judah Levine, Freightos’ search chief.

Air transmission volumes have also fallen abruptly, according to the United States Association of the Airwarders Air Association, with the reserves of its members of China, which falls about 30 percent.

“Many members have just stopped receiving orders from China,” said executive director Brandon Fried. “He is also creating a whipsaw effect on prices and reserve rates, as merchants react to each news of the White House.”

The industry is expected to have a more significant decision for the United States decision to close its “minimis” scheme, which allowed the goods valued in less than $ 800 to be imported without rates, a major way for e -commerce retailers such as Shein and Temu. Chinese goods are losing the exemption of May 2.

Lavinia Lau, commercial director of Cathay Pacific in Hong Kong, whose air loading business contributes to approximately quarter of his income, said he was expecting a “softening” of demand between China and the United States due to the rates and rule changes in Minimis.

Hong Kong Freight Carrier Easyway Air Freight said that China’s business in the United States fell approximately 50 percent after the rate increase.

E -commerce executives noted the demand for goods. Wang Chinese, responsible for the Shenzhen Cross -Border E -Little Commerce Association, said: “We are seeing less than price contribution applications in relation to air load shipping.”

Although the reorientation of the supply chain and reorientation of the supply chain have helped consumers of the crisp falls of the volumes of goods, carriers and retailers begin to feel the effects of the slowdown of imports.

Knight-Swift Transport, based in Arizona, one of the largest American truck companies, warned of lower planned volumes, citing the uncertainty caused by the threat of rates.

CEO, Adam Miller, said that some of the group’s largest customers were “expressing their concern” because the cost of the rates would feed on volumes lower than May.

“There are some who have told us that they have canceled orders or stopped ordering, especially in China, and we will discover how to adjust their supply chain to prevent cost,” he said.

Detail consultants said that purchase patterns reflected the Three successive months of softening consumer trust rates.

John Shea, the CEO of Momentum Commerce, who helps consumer companies to sell about $ 7 million a year in Amazon, warned of a “double weight” potential for the increase in prices and the fall in consumer spending.

“We are seeing tests that consumers are starting to negotiate … while at the same prices they are dragging,” he said.

Clay Murray data display