The shipping Sector surged again: leading stocks doubled in four days. How long will the transportation window period last?

Some Institutions indicated that the recent China-US negotiations on tariff reductions exceeded expectations, and with certain tariffs being postponed for 90 days, it is expected to create a window for urgent shipments.

cls.cnMay 15 14:34

Shipping rates for the USA have started to rise! USA customers are urging for shipments, and public companies are quickly replenishing their Orders.

Starting from May 14, both the USA and China significantly reduce bilateral tariff levels, implementing the important consensus reached in prior high-level economic and trade discussions. The export chain has already seen new changes, with American clients urging shipments and listed companies supplementing Orders becoming the main theme.

Securities TimesMay 15 11:05

Hong Kong Stock Concept Tracking | US shipping is entering a super peak season, Goldman Sachs predicts that China's exports will explode in the next 90 days (includes concept stocks).

There is a "cabin rush" in the US shipping industry, and freight rates may continue to rise in the short term.

Zhitong FinanceMay 15 06:59

The USA has significantly reduced the tariff rates on small packages, and the shipping capacity on the lines is approaching full capacity.

The tariff rate for small packages has been significantly reduced.

Brokerage ChinaMay 14 22:50

90 days, the "rush transportation" begins!

Goldman Sachs analysts predict that the 90 days of tariff suspension will trigger a wave of imports rushing to USA ports. Goldman Sachs pointed out that no one knows what will happen after 90 days. Should Walmart and others stock up on Christmas commodities as much as possible, or even prepare for 2026?

wallstreetcnMay 14 09:57

When the "rush transportation tide" meets the traditional peak season, shipping demand explodes!

American companies are attempting to stockpile products in the USA during the 90-day window period to guard against a surge in tariffs. Meanwhile, the 90-day tariff truce— which just extends into mid-August—will overlap with the traditional shipping peak season, potentially leading to an earlier peak season and driving higher peak season demand.

wallstreetcnMay 13 21:24