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90 cargo ships loaded with Chinese goods are about to arrive in the United States, and the 145% tariff is making the shippers desperate 丨 Maritime export logistics
Apr 14,2025
Global supply chains are undergoing a major restructuring against the backdrop of escalating trade tensions between China and the US. Recently, the United States imposed tariffs of up to 145 percent on Chinese goods, triggering a series of knock-on effects that have had a profound impact on the global trade landscape.
According to the latest reports, 90 cargo ships are currently heading from China to the United States, with a peak arrival expected next week. But the small product consigners on these ships - American entrepreneurs - are in despair. As tariffs have soared, the cost of getting these goods ashore has soared and many entrepreneurs have struggled to find themselves without a market.
At the same time, Chinese importers are actively adjusting their purchasing strategies in response to the trade dispute between the United States and China. According to Bloomberg, Chinese importers purchased at least 40 vessels of soybean from Brazil in the first half of this week, totaling 2.4 million tons. These soybeans will be shipped between May and July, accounting for a third of China's average monthly imports. This large-scale purchase highlights China's important position in the global soybean market and reflects China's ability to cope in the trade friction between China and the United States.
Although China remains the main export market for US soybeans, the tariff escalation has seriously affected the commercial viability of US soybean exports to China. According to Kpler shipping data, more than 30 ships, about 2 million tons of US soybeans, will arrive in China in the coming weeks, subject to 10% tariff; After May 13, 15 vessels, about 800 thousand tons of soybeans will face 94% (10% + 84%) tariff barriers.
In the long term, if the tariffs are extended until the US autumn soybean market (September - October), US exports to China are likely to shrink significantly in 2025 / 26.
The Sino-US trade dispute not only affected soybean trade, but also had a profound impact on the global trade pattern. The U.S. tariff policy has caused global stock markets to gyrate, product price volatility to increase, and a high level of market anxiety about supply chain security. As the world's top two economies, the steady development of China-US economic and trade relations is not only related to the sound operation of respective economies, but also has an important impact on global industrial chain coordination, market confidence and the sustainable advancement of trade rules.
In the face of U.S. tariff pressure, China has responded positively. On the one hand, China has significantly reduced its dependence on US soybeans by increasing domestic production, reducing the amount of soymeal used in feed formulations, and diversifying its procurement. On the other hand, China continues to diversify its agricultural imports, with Brazil overtaking the US as China's largest soybean supplier.
The escalation of tariffs in the U.S.-China trade war has put U.S soybean exports to China under double pressure: soaring costs and a shrinking market. The arrival of 3 million tonnes of soybeans reflects China's short-term priorities for stockpile security, but the high cost of imposing a 94 per cent tariff on Sinograin underlines the complexity of policy trade-offs. In the future, if the trade war shows no signs of abating, U.S. soybean exports to China in the 2025 / 26 autumn market may fall to a new low, and global soybean trade will further tilt toward South America.
Against the backdrop of global trade tensions, China's foreign trade has shown strong resilience and potential. By firmly advancing high-level opening up and actively building diversified markets, China is striving to meet external challenges and promote stable development of foreign trade.
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