\u201cOn the strength of demand in trade lanes not bound for the US, we have increased our ship demand growth forecast for 2025 to 4.5-5.5% while maintaining it at 2.5-3.5% for 2026. We now expect a balanced supply\/demand development in 2026 while expecting average market conditions in 2025 to be worse than in 2024,\u201d says Niels Rasmussen, Chief Shipping Analyst at BIMCO.<\/p>\n
The stark contrast between US import volumes and global shipping trends has become increasingly pronounced following the implementation of tariff increases announced on \u201cLiberation Day.\u201d With few exceptions, these tariffs are now fully implemented, along with several commodity-specific increases.<\/p>\n
The divergence between US trade lanes and global shipping patterns represents a fundamental shift in global trade dynamics. As McCown observes,<\/strong> \u201cThe U.S. is a less relevant player in world trade today than it was prior to these various tariff initiatives and will become more so as announced plans are implemented.\u201d<\/strong><\/em><\/p>\n https:\/\/gcaptain.com\/tariffs-split-container-shipping-u-s-imports-sink-as-global-trade-grows\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" The container shipping industry is experiencing an unprecedented divergence in the market, with US-bound trade lanes suffering significant declines while routes to other regions show surprising strength, according to the latest BIMCO Container Shipping Market Overview & Outlook for September … Continue reading