Insights

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Transpacific Eastbound Market Update – Week 23, 2022

Shanghai has officially reopened, but the jury is still out on whether the market will see any surge in volume as many have speculated over the last couple of months. Freight volumes are expected to rebound over the coming weeks and the timing will potentially coincide with the beginning of…

Jun 09, 2022

Transpacific Eastbound Market Update – Week 18, 2022

Market Conditions – As market leaders try and predict future surge levels due to the Shanghai Covid lockdowns, it seems likely that any potential surge will coincide with ramp up of back-to-school and year-end holiday seasonal consumer products. Most importers are unwilling to tempt fate waiting to place orders on…

May 05, 2022

Transpacific Eastbound Market Update – Week 15, 2022

The recent Shanghai lockdowns have significantly impacted container departures out of Shanghai and surrounding ports. Many origins in Central and Northern China have seen volumes drop off by as much as 20%-30%, with Shanghai closer to a 60% reduction. Do we run into a situation where market volumes bounce back…

Apr 14, 2022

Market Letters

Client Advisory – Shanghai Lockdown 03.28.22

Mar 28, 2022
China announced on Sunday, that Shanghai would enter a staggered two-part lockdown beginning March 28th, 2022. The lockdown will be implemented in two stages defined by geography, splitting Shanghai into two regions, with the Huangpu River as a natural dividing line.
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Market Letters

CHB Market Update – Week 12, 2022

Mar 24, 2022
In a surprise move, the USTR issued a pre-publication notice in the Federal Register reinstating 352 Section 301 product exclusions. These previously active exclusions will be valid through December 31st of this year. Additionally, the notice is to apply starting October 12, 2021, so importers with applicable products will be able to go back retroactively and reclaim duties paid on products which entered the US on or after October 12, 2021 – so long as these entries are still within the Post Summary Correction (PSC) or Protest window
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Market Letters

Laufer Client Advisory – Ukraine Crisis 03.23.22

Mar 23, 2022
Laufer Group has been monitoring the escalating diplomatic relations between the United States and Russia, during the ensuing conflict with Ukraine. The Biden Administration has issued sanctions against Russia, which continue to change regularly.
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