China-to-U.S. Container Shipments Shrink as Tariffs Bite
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 30 2025
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Source: WSJ
Decline in Container Shipments: The volume of Chinese goods shipped to the U.S. is decreasing due to new tariffs, leading major ocean carriers to switch to smaller vessels and some companies to cancel sailings.
Impact on Shipping Industry: The largest containership operators report a significant drop in bookings for eastbound trans-Pacific shipments, with a reduction of at least one-third, although they have not yet begun outright cancellations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
