Ocean shipping rates from China to the U.S. have fallen sharply—down as much as 68% since June—as importers take a more cautious approach in response to ongoing tariff uncertainty and softer consumer demand. This trend is part of a wider global slowdown in container shipping, with rates declining for 11 consecutive weeks amid reduced logistics activity. Many importers are choosing to work through existing inventory instead of placing new orders, while shifting trade policies continue to create added pricing volatility across supply chains.
The Chemical Company is growing and bolstering inventories in Q4, ready to react and supply customers with material in January and Q1 with higher demand expected.
https://www.wsj.com/articles/ocean-shipping-rates-sink-as-importers-balk-at-trade-upheaval