The outcome of the US presidential elections will drive further instability in
the container markets, with US imports poised to rise ahead of the potential
imposition of new tariffs. Based on data collected since 2018, the cargo front
loading could raise US container imports by as much as 10% to 15% in the next 3
months. Although this will drive up freight rates in the short term, the longer
term impact of any trade war on global container volumes will be negative even
though US import tariffs i