The trade conflict has led to a notable decline in cargo bookings, with reductions of 30-60% in China and 10-20% across the rest of Asia. According to Linerlytica, container lines such as Hede, Matson, SeaLead, TS Lines, and COSCO are particularly vulnerable to the ongoing US-China trade war, as tariffs impact 30-40% of transpacific container imports.
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