In this presentation, Bronson Hsieh, former chairman of both Evergreen and Yang Ming shipping lines, shares his perspective on how current developments may impact the shipping market and contract planning in 2026.  Mr. Hsieh touches on a number of issues, including:

• The easing of U.S. imports after earlier front-loading
• The continued shifting of China’s export patterns toward Southeast Asia, Europe, and Africa
• How policy changes, including tariff adjustments and the removal of de minimis exemptions, are beginning to influence sourcing decisions
• How fleet supply, which will grow faster than demand in 2026, will pressure rates and create capacity management challenges