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).