According to The Kobeissi Letter, bookings for standard 20-foot shipping containers from China to the US have fallen by 45% year-over-year, with three consecutive weeks of declines. Scheduled container volumes at the Port of Los Angeles are also expected to decrease, signaling reduced trade activity. This ongoing decline may negatively impact shipping stocks, logistics companies, and related supply chain sectors, as lower container demand often translates to weaker freight rates and decreased revenues for shipping carriers (Source: The Kobeissi Letter, April 30, 2025). Traders should monitor shipping and logistics equities, as well as macroeconomic indicators tied to global trade flows.

According to The Kobeissi Letter, bookings for standard 20-foot shipping containers from China to the US have sharply declined by 45% year-over-year, marking three consecutive weeks of falling demand. Scheduled container volumes at the Port of Los Angeles are also expected to decrease, signaling potential downward pressure on shipping rates and logistics sector revenues. Traders in shipping and freight-related equities should monitor these developments closely for possible short-term volatility and longer-term trend shifts. Source: The Kobeissi Letter (April 30, 2025).