After the unexpected announcement of a 90 day suspension of tariffs by the United States and China, shipping companies are busy preparing for a sudden surge in demand for trans Pacific goods. This change has raised concerns in the market about capacity shortages and rising spot freight rates. The tariff adjustment was announced without any warning, with the United States significantly reducing its tariffs on Chinese imports from 145% to 30%, while China reduced its tariffs from 125% to 10%. According to a recent analysis by the Marine Intelligence Agency, although tariff adjustments have eased trade pressure to some extent, shipping companies have reduced their capacity in the past four weeks to cope with the decline in bookings over the past month. Now, with the suspension of tariffs, they have to race against time to increase operations before the deadline of August 14th. Alan Murphy, CEO of Ocean Intelligence, said, "Shipping companies need to quickly increase their capacity to adapt to the expected surge in orders." He further pointed out, "In order to ship goods to the United States before the new deadline of August 14th, peak season goods must be shipped no later than mid July." However, recent analysis has found that the injection of capacity is still limited, especially on trade routes along the West Coast of North America, where meaningful growth has not yet been observed. In contrast, the East Coast has shown early signs of capacity growth, although still lagging behind plans. Murphy pointed out that "the capacity on the West Coast has only seen a meaningful increase since mid July, while the capacity on the East Coast has significantly increased since the end of June." However, he also warned that "if goods from China are about to surge, it may already be too late to increase capacity." This Danish container shipping research company also stated that this delayed response could lead to a significant increase in spot rates and force carriers to reallocate ships from other Asian export trades, potentially disrupting the broader shipping network. Due to the need to transport peak season goods before mid July to meet the tariff deadline, industry analysts warn that blank flights and equipment shortages may further complicate the stability of the supply chain in the coming weeks. Murphy said, "This could lead to a significant increase in spot prices and more shipping capacity entering the trans Pacific route, at the expense of other blank routes for Asian export trade