Transportation Costs: Containers

The spike between the two red boxes indicates the temporary effect of the tariffs/trade war as US importers stocked up their warehouses. What’s interesting though, is how the market has ‘normalized’ on the right red box vs. the left red box – it’s a 15-20% hike. If that level holds (or even rises), we’re talking about billions of dollars of increases that either US importers or consumers will need to absorb.”