The downside of the US-China tariff rollback: Container lines’ price hikes

A many stakeholders felt relieved when the US and China agreed to roll back their respective import duties for 90 days.

The hiatus on Chinese exports to the US during May created some gaps in the supply chain and this will need to be made up. We are also on the cusp of the traditional peak Trans-Pacific season of July to September, when Chinese exporters are pushing goods to the US for the Christmas season. We may also see some further front-end loading by US importers before the end of the 90-day rollback in import duties.

Greg Wittbecker

Veteran aluminum executive Greg brings over 40 years of leadership experience from Alcoa, Cargill, and CRU. He offers rare depth in commercial strategy, policy analysis, and industry evolution, with expertise spanning the trading floor to the boardroom. You can reach Greg at Greg.Wittbecker@crugroup.com or 865-621-4564.