CEOs Say Container Trade Growth Increasingly Tracks Global GDP, But Tariff Risks Loom
1. Global container trade grew nearly 6% in 2024 post-pandemic. 2. U.S. import activity shows softening demand; crucial for S&P 500. 3. Proposed fees on Chinese-built vessels add significant operational costs. 4. Geopolitical disruptions are extending shipping times, influencing logistics. 5. Long-term trade growth aligns with global GDP, indicating stability.