The traditional seasonal surge in demand ahead of the Lunar New Year (LNY) is being amplified by an unusually high volume of shipments directed toward the United States for this period. Shippers are expediting imports in anticipation of potential tariff increases
The Chinese government unveiled a fiscal stimulus package valued at 3 trillion yuan ($411 billion), funded through the issuance of special treasury bonds. This initiative is part of a broader strategy to enhance fiscal support and drive economic recovery in 2025.
Freight rates on the transpacific route have risen sharply by 15% since the start of the month, a surge industry insiders attribute to accelerated shipments to the United States ahead of anticipated import tariffs. This rush to stockpile goods may have been further fuelled by recent remarks from the president-elect, hinting at potential geopolitical tensions involving the Panama Canal.