Is a 90-day "rush shipping wave" coming? The tight cabin space on the U.S. route is being reenacted again.

Golden Ten Data on May 14, after China and the United States reached an important consensus, the good news at the macro level directly strengthened the rush logic of the main contract price of the container transportation index (European line) futures, and the main contract price of the container transportation index (European line) futures ushered in a significant increase after a rapid and substantial adjustment, with a cumulative increase of 32% since this week, rising above the 1700 point mark, a high in a month. At present, overseas enterprises are seizing the 90-day key "window period", and the concern about the uncertainty of trade policy after 90 days may be giving rise to a new round of "rush to ship". The person in charge of many freight forwarding companies said that since the beginning of this week, everyone is rushing to deliver goods, the market rhythm is very tight, and the overall US line is close to bursting. However, it should be noted that during the last round of rush due to trade policies, the U.S. line did not have a substantial impact on the European line. Lei Yue, head of the shipping group of Haitong Futures Research Institute, believes that if the cargo volume of the US line recovers, it is expected to ease the pressure on the capacity of the European line from June to August, but the capacity is expected to be higher than the same period last year.