Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Macro

Cargo Shipments From China to U.S. Plunge Amid Escalating Tariffs

by Team Lumida
April 26, 2025
in Macro
Reading Time: 5 mins read
A A
0
China’s Economic Struggles: Factory Activity Falls Again

Source: CNBC

Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways:

Powered by lumidawealth.com

  • Shipments from China to the U.S. are nearing a standstill as escalating tariffs, now at 145%, force retailers and manufacturers to cancel orders and shift supply chains to Southeast Asia.
  • The Port of Los Angeles expects a 35% drop in import volumes in two weeks, with freight demand from China to the U.S. West Coast projected to fall 28% and East Coast demand to drop 42%.
  • Importers are pivoting to alternative production hubs like Vietnam, Malaysia, and Cambodia, while some Chinese factories have paused production or canceled orders outright.
  • The ports of Los Angeles and Long Beach saw a 14% surge in container volumes earlier this year as companies rushed to import goods ahead of tariffs, but volumes are now plummeting.
  • A potential reduction in tariffs could trigger a sudden surge in demand for shipping space, leading to skyrocketing freight rates.

What Happened?

The U.S.-China trade war has brought cargo shipments from China to the U.S. to a near halt, with major retailers and manufacturers canceling orders in response to tariffs that reached 145% earlier this month. The Port of Los Angeles, a key gateway for Chinese imports, expects a 35% drop in import volumes in the coming weeks.

Freight demand from China to the U.S. West Coast is projected to fall 28%, while East Coast demand could plunge 42%, according to Sea-Intelligence. Companies are rapidly shifting production to Southeast Asia, with countries like Vietnam and Cambodia seeing a surge in orders as importers seek to avoid Chinese tariffs.

Some retailers, like Balsam Hill, have paused shipments entirely, with only a fraction of their seasonal inventory in stock. Chinese factories are also halting production or canceling orders, fearing they won’t be able to sell goods under the current tariff regime.


Why It Matters?

The sharp decline in shipments from China underscores the significant disruption caused by the U.S.-China trade war. Retailers and manufacturers are being forced to make rapid adjustments to their supply chains, shifting production to other parts of Asia and pausing orders from China.

The slowdown in Chinese exports is also creating uncertainty for U.S. ports and shipping companies, which are bracing for a potential surge in demand if tariffs are reduced. A sudden snapback in demand could lead to capacity shortages and skyrocketing freight rates, further complicating supply chain planning for businesses.

The situation highlights the broader economic impact of the trade war, with ripple effects on global supply chains, shipping rates, and consumer prices.


What’s Next?

U.S. officials have signaled openness to reducing tariffs, which could lead to a rapid rebound in demand for Chinese goods and shipping capacity. However, the timing and extent of any tariff reductions remain uncertain.

In the meantime, importers will continue to diversify their supply chains, with Southeast Asia emerging as a key alternative to China. Shipping companies and ports will need to adapt to shifting trade patterns and prepare for potential volatility in freight demand.

For now, the trade war’s impact on global supply chains and shipping markets remains a critical issue for businesses and policymakers alike.

Source
Previous Post

AI Models Are Powerful, But They’re Not “Thinking” Like Humans, Researchers Say

Next Post

Trump’s Crypto-Friendly Policies Spark Flurry of Deals and Renewed Optimism in Digital Assets

Recommended For You

Trump Has Been Calling Warsh Repeatedly Since He Became Fed Chair — Seeking Counsel on Iran War and AI’s Economic Impact

by Team Lumida
17 hours ago
Senate Confirms Kevin Warsh as Fed Chair in Closest Vote Ever

President Trump has spoken repeatedly with Fed Chair Kevin Warsh since his swearing-in less than three months ago, calling in bursts of several conversations followed by quiet periods...

Read more

Bessent’s Yen Rescue Has a Hidden Cost: The US Is Printing Dollars and Expanding the Fed Balance Sheet to Support Japan

by Team Lumida
17 hours ago
US Treasury Secretary Bessent: Terming Out US Debt Is “A Long Way Off”

WSJ's James Mackintosh flags an unintended consequence of the Bessent yen intervention: the FIMA Repo Facility mechanism is effectively expanding the Fed's balance sheet by lending Japan dollars...

Read more

Japan’s 30-Year Bond Auction Passes With Relief — 3.895% Yield, Above-Average Demand, and September BOJ Hike Now at 62% Probability

by Team Lumida
17 hours ago
Why Berkshire’s Latest Yen Bond Sale Could Ignite the Japanese Market

Japan's 30-year bond auction drew a bid-to-cover ratio of 3.86, above the 12-month average of 3.49, providing relief after weeks of fiscal anxiety; the 30-year yield fell 6.5...

Read more

How Scott Bessent’s Hedge Fund Instincts — and a Leaked Notepad — Engineered the Yen Rescue

by Team Lumida
2 days ago
US Treasury Secretary Bessent: Terming Out US Debt Is “A Long Way Off”

Treasury Secretary Scott Bessent drew on 30 years of macro trading experience — visiting Japan over 50 times, deploying US euro holdings, invoking the FIMA Repo Facility, and...

Read more

China Deploys Four-Part Retaliation Package Against US: Drone Export Curbs, Sanctions on Six US Entities, Printer Investigation, and Xi-Trump Meeting on the Calendar

by Team Lumida
2 days ago
China’s Financial Overhaul: Xi’s Strategy to Rebalance $9.1 Trillion Debt Crisis

China announced four simultaneous countermeasures against the US — strict case-by-case review of drone exports to the US, sanctions on six American entities including Applied DNA Sciences and...

Read more

US Mortgage Rates Hit 6.81% — Highest in a Year — as Warsh Press Conference Pushes Treasury Yields to Highest Since Early 2025

by Team Lumida
2 days ago
“Hedge America” Replaces “Sell America” as Foreign Investors Cut Dollar Risk, Not US Stocks

US mortgage rates rose to 6.81% for the week ended July 31, the highest level in a year and up 5 basis points week-over-week, as Kevin Warsh's hawkish...

Read more

Hormuz Deal Unravels — Ship Struck Off Oman as Talks Bog Down Over Fees, Oil Prices Reverse Higher

by Team Lumida
3 days ago
blue and red cargo ship on sea during daytime

A cargo vessel was struck by an unknown projectile in the Strait of Hormuz on Tuesday as negotiations to reopen the waterway stalled over a fee dispute —...

Read more

Bessent Uses an Obscure Fed Backstop to Fund Japan’s Yen Defense — Treasury Wants the Facility’s $60 Billion Cap Raised

by Team Lumida
3 days ago
US Treasury Secretary Bessent: Terming Out US Debt Is “A Long Way Off”

Treasury Secretary Scott Bessent is repurposing a Federal Reserve emergency dollar-lending facility built for the 2020 COVID crisis to bankroll Japan's defense of the yen — letting Tokyo...

Read more

Trump Pivots Back to Iran Diplomacy — Gulf Partners Race to Reopen Hormuz and Restart Nuclear Talks

by Team Lumida
4 days ago
Supreme Court Signals It Will Strike Down Trump’s Birthright Citizenship Order

After days of threatening a new offensive against Iran, President Trump announced Saturday that Gulf partners had worked out a framework deal — pausing planned military action and...

Read more

U.S. and Japan Intervene to Prop Up the Yen — First Joint Currency Action Since 1998 as Yen Hit 40-Year Low

by Team Lumida
4 days ago
Japan’s GPIF Falls Behind Norway Amid Currency Woes

The U.S. Treasury and Japan's Finance Ministry conducted coordinated foreign exchange intervention late last week to arrest the yen's slide to a 40-year low against the dollar —...

Read more
Next Post
Trump’s Crypto Embrace: How a Second Term Could Boost US Digital Assets

Trump’s Crypto-Friendly Policies Spark Flurry of Deals and Renewed Optimism in Digital Assets

China’s Financial Overhaul: Xi’s Strategy to Rebalance $9.1 Trillion Debt Crisis

China Exempts Key U.S. Imports From Tariffs to Protect Its Economy Amid Trade War

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

White House, Washington DC

Trump’s 10% Global Tariff Takes Effect as White House Rebuilds Trade Strategy

February 24, 2026
Will September’s Fed Rate Cuts Surprise Investors? Here’s What Deutsche Bank Predicts

Fed’s Pivot Pause: Rate Cuts May Slow in 2025 as Inflation Persists

December 13, 2024
Intel computer processor in selective color photography

Intel Faces Dow Exit Amid Share Plunge

September 3, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto data centers Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Intel Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018