Transpacific trades in unchartered water, with tariff uncertainty at the helm

A declining sales-to-inventory ratio in the US has been one of the key reasons behind the recent volume surge and accompanying spot rate rally on the transpacific trades. However, while new data from the US Census Bureau for May shows the gap continued to widen that month, analysts at Sea-Intelligence warned that while the ratio was decreasing, inventories are on the rise, and any drop-off in US c Read full article →