How Trump’s Re-election Could Impact Logistics: Higher Tariffs and Accelerated Shipments

The re-election of Donald Trump and his proposed tariff increases could significantly affect the logistics industry.

With potential hikes on Chinese imports and congested ports in the U.S., we may see changes in container shipment schedules soon.

Accelerated Shipments Due to Tariff Hikes?

With Trump re-elected, major tariff increases on Chinese products are anticipated, possibly reaching up to 60%.

These planned tariffs will likely have a substantial impact on U.S. imports, prompting American companies to accelerate shipments before the tariffs go into effect.

East Coast Port Congestion and the Push for Early Shipments

Ports on the U.S. East Coast are already facing delays due to congestion, causing freight arrivals to slow.

This situation may force logistics providers to take early measures to prevent further delays, especially with increased tariffs on the horizon.

Chinese New Year and Potential Effects on Freight Rates

Trump’s official re-inauguration is scheduled for January, while February marks the Chinese New Year, a time when shipments typically spike.

This may lead to even earlier shipment schedules as companies prepare for both events.


Additionally, North America-bound freight rates have been rising since late October, and further increases could occur due to heightened demand.

Short-term Impacts and Long-term Outlook

For the logistics sector, accelerated shipments might drive short-term increases in freight rates, as well as stockpiling effects similar to what we saw during the COVID-19 pandemic.


However, as long as the U.S. economy remains strong and consumer spending stable, container demand is expected to hold.

Over the long term, we may see a shift in the supply chain, with companies exploring alternative sourcing options.