Overview

• Ocean freight bookings from China to the US have surged over 200% week-over-week, reaching approximately 228,000 TEUs, as importers rush to capitalize on the tariff pause.
• Spot shipping rates from Shanghai to Los Angeles jumped 16% in the week ending May 15, marking the largest increase on this route in 2025, with further rate hikes anticipated.
• Carriers are reinstating previously voided sailings, reducing blanked trans-Pacific voyages from 25% to 13%, but capacity remains constrained as demand outpaces supply.
• Logistics firms are advising importers to book shipments 3–5 weeks in advance to avoid delays and higher costs, with peak-season surcharges set to begin in June.
• Port executives and analysts caution that the surge may lead to supply chain disruptions, tighter inventory levels, and higher consumer prices in the coming months.