New updates have been reported about project44 (PC:PJCTF)
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project44 has released its December Tariff Report, highlighting significant shifts in U.S. trade patterns following the implementation of the ‘Liberation Day’ tariffs. The report indicates a marked stabilization in blank sailings across major U.S. trade lanes, with a 65% reduction from their peak in April. This development suggests that carriers are regaining schedule predictability as demand patterns begin to settle. However, the China-U.S. trade lane continues to experience elevated blank sailings, still 75% higher than in 2024.
The report also reveals a shift in trade patterns, with a noticeable move towards Southeast Asia. While U.S. imports from China remain lower, countries like Indonesia have seen a significant increase in exports, up 26% in November and 34% overall in 2025. This trend reflects a strategic diversification in sourcing by manufacturers and retailers in response to tariff pressures. Despite these adjustments, U.S.-China trade remains down, though the pace of decline is slowing, offering cautious optimism for future normalization. However, the stability of these developments is uncertain due to ongoing legal challenges and a pending Supreme Court ruling on tariff authority. As global supply chains brace for potential volatility in 2026, project44’s insights underscore the need for agility in adapting to rapid changes in the trade environment.