9 June 2025 | 4:57AM EDT n China freight flows (week ending Thursday, June 5) finally showed a sequential uptick in laden vessels from China to the US (+9%), with still steep but a bit less of a YOY decline (-25% vs -31%). The YOY declines, however, still show that if the consumer remains resilient – we would likely need more goods at some point in 2H25. o Port Optimizer sequentials tend to support the notion that China should continue to show sequential upticks in aggregate over the next two weeks as the e ...