Overview

• The U.S. and China agreed to a 90-day tariff pause, reducing U.S. tariffs on Chinese imports to 30% from 145% and Chinese tariffs on U.S. imports to 10% from 125%.
• Container bookings from China to the U.S. spiked 277% in the week following the tariff rollback, according to Vizion data.
• Hapag-Lloyd reported a 50% week-on-week increase in bookings on the trans-Pacific route, reversing a prior 20–30% decline caused by higher tariffs in April.
• Shipping companies, including Hapag-Lloyd and Maersk, are redeploying larger vessels and reversing blank sailings to meet the surge in demand.
• Industry experts warn the rebound in container volumes may only last 60–90 days, depending on the outcome of ongoing trade negotiations.