Group 1 - The demand for container shipping from China to the US has significantly decreased, with major ports reporting a 30% drop in container imports compared to the same period last year [1][4] - The US has reached an agreement to reduce tariffs on Chinese goods from 145% to 30%, which is expected to lead to a recovery in cargo transportation, although the supply of vessels may take time to normalize [7] - The immediate contract freight rates for container shipping remain strong despite the drop in demand, with rates from Shanghai to the US West Coast rising to $2,272 per 40-foot container, a 6% increase from the previous week [6] Group 2 - The logistics network is at risk of becoming chaotic due to a rapid recovery in demand following the tariff reduction, which could lead to a shortage of container space if cargo volumes surge [7] - A.P. Moller-Maersk reported a 30-40% decrease in container shipping volume between China and the US in April compared to the previous year [1][4] - The shipping industry is adjusting to the reduced demand by canceling bookings and reducing scheduled services, which has positively impacted the supply of shipping space [6]