Following Trump's announcement to delay tariffs for 90 days, the anticipated surge in shipping demand and prices has not materialized.

The market is currently in a waiting phase after most importers and brands have completed their inventories, leading to an oversupply of shipping capacity. Nevertheless, Taiwan's three shipping giants, Evergreen (2603), Yang Ming (2609), and Wan Hai (2615), remain optimistic about future growth in the maritime industry.

The latest SCFI freight index dropped, and the stock prices of Evergreen, Yang Ming, and Wan Hai have also declined.

Evergreen's CEO, Wu Guanghui, expressed continued confidence in maritime growth, indicating that most shipments are essential consumer goods.

Wan Hai announced plans to purchase four new dual-fuel methanol container ships, with a total estimated investment of approximately $750-800 million. Yang Ming also reported progress in negotiations for long-term contracts in North America.

Market analysts, however, still express concerns about freight volumes and rates for the third quarter.