US Faces Tariff-Induced Shipping Shock, May Take Up To 9 Months To Recover

Trade flows between China and the US are collapsing at an alarming pace, as container ship departures and cargo tonnage plunge to levels reminiscent of the pandemic era.

According to the latest shipping data, the number of container ships departing China for the US has sharply declined, with both used and total vessel capacity plummeting to lows unseen since early 2020.

The collapse is not just in ship counts; container ship tonnage — a measure of cargo volume — has dropped dramatically as well, with total TEUs falling by more than 200,000 units from mid-2024 peaks to April 2025.

Selkirk Copper Mines — sponsored Sponsored · Selkirk Copper Mines

“The consequence will be empty shelves in U.S. stores in a few weeks and COVID-like shortages for consumers and for firms using Chinese products as intermediate goods,” Apollo warned in a statement via The Transcript.

The Port of Seattle, the nation’s fourth busiest, currently shows “zero cargo ships docked or en route,” according to observers, a stunning reversal for a terminal historically overrun with freight. Parallel reports indicate that up to 40% of vessels leaving China are traveling completely empty, while shipping container volumes are down by as much as 80%.

Data from major ports across the US echoes the severity: the Port of New York and New Jersey expect container volumes to plunge by 40% year-over-year starting this week, with similar forecasts emerging from the Port of Los Angeles.

The Federal Reserve’s latest Beige Book also flagged an escalation in tariff-related concerns, pointing to widespread disruption across industries reliant on Chinese imports.

READ: Shipping Collapse Accelerates as Tariffs Trigger COVID-Level Disruption

The underlying issue is not merely trade slowdown — it’s the unprecedented speed and breadth of the tariff implementation. As one report bluntly concluded, this rollout has created “a supply shock on par with what was seen during COVID,” but without the pandemic’s health crisis to trigger emergency stimulus or policy interventions.

Unless tariffs are reversed immediately — a scenario analysts deem unlikely — the US economy may be entering a severe supply-side crunch that could drag into 2026. Even an immediate policy reversal would still leave global shipping networks crippled for another 7–9 months, experts warn.


Information for this briefing was found via the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

Video Articles

Red Cloud Fall Mining Showcase 2026 | Day 2

More Gold Without a Bigger Upfront Bill? | Keith Boyle – New Found Gold

The Red Cloud Fall Mining Showcase 2026 | Day 1

Recommended

First Majestic Lifts Q3 Revenue 38% to US$394.1 Million on Higher Silver Prices

Meghan Markle’s Half-Brother Submitted Evidence Against Their Father, But Now Faces Philippine Police Scrutiny

Related News

Albertsons Tells Suppliers to Swallow Tariff Costs

Albertsons (NYSE: ACI) is adopting a combative stance against tariff-driven price hikes, warning suppliers that...

Monday, April 28, 2025, 11:22:00 AM

Container Shipping Rates to Remain Elevated Amid Surge in Imports

Shipping container rates have been skyrocketing amid the pandemic, forcing importers to lock in rates...

Saturday, April 17, 2021, 03:24:00 PM

Trump’s Turbulence Pushes Global Funds Away From US Investment

Signs are emerging that global pension funds are losing confidence in the US, with some...

Tuesday, April 15, 2025, 09:47:00 AM

Oil Tariffs: Lose-Lose For Both Canada And US, Study Finds

A Goldman Sachs study projects a lose-lose situation for both Canadian oil producers and American...

Thursday, February 27, 2025, 11:01:00 AM

Trump Targets “Very Substantial” Tariff Hike For India Over Russian Oil Ties

President Donald Trump said he will raise the tariff on Indian goods “very substantially” within...

Tuesday, August 5, 2025, 10:45:00 AM