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- Shipping From China Hits a Wall
Shipping From China Hits a Wall
Bookings out of China fell 60% between April 2 and April 9.
Kieran Ryan
April 29, 2025
TODAY’S STORY
Today, we are stopping production in China, and tomorrow, we will start in Cambodia.
That captures the mindset of many U.S. retailers and manufacturers facing the steep 145% tariffs on Chinese imports. The ongoing trade war between the U.S. and China is forcing companies to shift their supply chains and quickly move production to other parts of Asia, including Vietnam and Malaysia.
Bookings out of China fell 60% between April 2 and April 9, after President Trump imposed a series of tariffs on Chinese goods that culminated in the 145% rate, according to Nathan Strang, director of ocean freight at Flexport, a San Francisco–based logistics company.
The staggering fallout is only just beginning. Freight demand from China is projected to drop 28% at U.S. West Coast ports next week and 42% at East Coast ports the following week.
Whether the trade war sparks a U.S. manufacturing revival remains to be seen, but for now, the cargo ships are simply leaving different ports.
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To read the web version of previous stories, click here.
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Thanks for reading,
Kieran & Justin Ryan
