The ceasefire of the fees inflicts a quiet commercial boom and revives global ship companies

Imports are raising Chinese goods to the United States, and utilizes a brief release period of excessive customs duties, in a long paid payment for global ship businesses. The sudden ceasefire between the United States and China, including reduced to temporary fees on goods, will lead to a boom in the Pacific Shipment Movement next weeks, which improve the profits of companies such as “Cosco Shiping Holdings” and “AP Moller-Maersk” A/S), Mitsui OSK Lines, according to the Bloomberg Intellences. Under the agreement, the United States has reduced total customs duties on most Chinese imports from 145% to 30% for 90 days, while China will reduce its 125% to 10% fees. The Danish shipping business “Merck” was witnessing an increase in discussions during the hours that followed the announcement of the commercial agreement, which was a desired recovery after the expectation was reduced earlier this month. A tree in Chinese shipping began to recover indicators in the marine shipping sector, although commercial tensions had a shadow on the sector’s prospects earlier this year, causing the decline in Chinese consignments during April by one fifth. Happy-Lloyd Ah, the fifth largest container in the world, announced a ‘big increase’ in ship sizes this week. In an interview with ‘Bloomberg’ TV, CEO Rolf Hapne Yanson explained that volume of shipping increased by more than 50% compared to recent weeks, with a significant increase in demand for the shipping line between China and the United States. CMA CGM SA, owned by the private sector, said its part during a hearing on Monday in the French Senate that the commercial agreement represents “good news”. He added that the third largest container in the world has lost half of his shipping to the United States since the outbreak of the trade war. An increase in discussions and prices, Luo, from ‘Bloomberg Intelligence’, said that ‘we will probably see a new wave of preconceived shipping, amid the efforts and importers of the US and Chinese parties to take advantage of the sharp reduction in customs duties during the 90 -day commercial ceasefire. ‘This flurry of Pent -Up -question causes ship prices, after it has begun to decline since the beginning of the year, which in turn increases the margins of the profit of the ship companies. During the high season, demand could rise more, as the end of the 90 -day -to -date deadline coincides with the highlight of the sector in mid -August, as China acquires about 40% of the US container, according to a memorandum issued by ‘City Group’, including Casideit Chaunaws. The cost of transporting a 40 -feet of Shanghai to Los Angeles increased by 16% compared to the previous week, reaching $ 3,136, which is the largest increase in percentage since December, while the cost of Shanghai’s delivery to New York jumped 19% to $ 4,350, according to the Drews World Container Index Day. A possible congestion in the ports, “HSBC Holdings PLC”, including Parash Jain, wrote in a memo that the increase in the number of travel trips amid the delivery of China threatens to cause congestion and choking in the ports, similar to what happened during the Kofid-19 pandemic. Chinese ports such as “China Merchants Port Holdings”, “Cosco sheep” and “Shanghai International Port Group”, from this period by winning an extra market share, can contribute to reducing cost -gap with the export centers and competitive trading roads, according to the “Bloomberg Intelligence”. She added that “the ceasefire will give Chinese exporters an extra time to find alternative solutions, which can help maintain the chest of chests in Chinese ports.” Axel Sinterman, an analyst at Kepler Cheuvreux, said that the wave of conditions of the offer violated the excess of the offer that the wave of preconceived shipping could lead to increasing market expectations, but it does not necessarily guarantee a “fundamental increase” in the gains of shipping businesses during the second quarter. In the same context, Deutsche Bank AG wrote in a note: “Our long -term view of the container shipping sector is still careful, with the expectation of a large surplus in the offer.” He announced that his recommendations were submitted to sales “Merck” and “habag-loyal”. “We realize that the shares of shipping businesses are periodic and are driven according to momentum, and that the demand for the short term in the commercial line between China and the United States is a candidate to recover with the renewed stock.” However, this recovery can be short -term. “Shipping price expectations during the second half of 2025 are weak, with the possibility of correcting the decline in delivery demand, regardless of the increase in customs duties to the end of the ceasefire, or the possibility of the cargo movement to return to the Red Sea instead of the fair head, which will get the pressure on prices,” Sterman said.