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class=\"wp-image-71495\" srcset=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-1-1024x886.png 1024w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-1-300x260.png 300w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-1-768x665.png 768w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-1.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>\u56fd\u5225\u306b\u898b\u308b\u3068\u3001\u97d3\u56fd\u2192\u7c73\u56fd\u306e\u822a\u8def\u3067\u306f\u6025\u5897\u7387\u304c\u6700\u592713.4%\u30dd\u30a4\u30f3\u30c8\u3068\u6700\u3082\u9ad8\u304f\uff088.5%\u304b\u308921.9%\uff09\u3001\u7d9a\u3044\u3066\u7c73\u56fd\u2192\u30d9\u30eb\u30ae\u30fc\uff08+10.9%\u30dd\u30a4\u30f3\u30c8\u300114.1%\u304b\u308925.0%\uff09\u3001\u97d3\u56fd\u2192\u30d0\u30fc\u30ec\u30fc\u30f3\uff08+10.5%\u30dd\u30a4\u30f3\u30c8\u300113.0%\u304b\u308923.5%\uff09\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002 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src=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-2-1024x1001.png\" alt=\"\" class=\"wp-image-71501\" srcset=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-2-1024x1001.png 1024w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-2-300x293.png 300w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-2-768x750.png 768w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-2.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>\u30ad\u30e3\u30ea\u30a2\u5225\u306b\u629c\u6e2f\u3092\u8abf\u67fb\u3057\u3066\u307f\u308b\u3068\u3001\u305d\u306e\u9055\u3044\u306f\u9855\u8457\u3067\u3059\u3002 \u7c73\u56fd\u5bfe\u30de\u30ec\u30fc\u30b7\u30a2\u306e\u8cbf\u6613\u3067\u306f\u3001OOCL\u306e\u629c\u6e2f\u7387\u306f20.3%\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u822a\u8def\u306e\u5e73\u5747\u3092\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001CMA CGM\u3068Evergreen\u306e\u629c\u6e2f\u7387\u306f\u3001\u5e73\u5747\u4e26\u3042\u308b\u3044\u306f\u5e73\u5747\u4ee5\u4e0b\u306e\u6c34\u6e96\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002 \u7c73\u56fd\u304b\u3089\u30e8\u30fc\u30ed\u30c3\u30d1\u3084\u30a2\u30b8\u30a2\u3078\u306e\u8f38\u51fa\u822a\u8def\u3067\u306f\u3001\u7c73\u56fd\u2192\u30d9\u30eb\u30ae\u30fc\u822a\u8def\u306eONE\uff0836.4%\uff09\u3084\u3001\u7c73\u56fd\u2192\u65e5\u672c\u822a\u8def\u306eOOCL\uff0840.0%\uff09\u306a\u3069\u3001\u4e00\u90e8\u306e\u30ad\u30e3\u30ea\u30a2\u304c\u822a\u8def\u5e73\u5747\u3092\u306f\u308b\u304b\u306b\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u904b\u822a\u3057\u3066\u304a\u308a\u3001\u904b\u884c\u80fd\u529b\u306e\u7ba1\u7406\u6226\u7565\u304c\u7a4d\u6975\u7684\u306b\u5b9f\u65bd\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u793a\u5506\u3055\u308c\u3066\u3044\u307e\u3059\u3002 \u5bfe\u7167\u7684\u306b\u3001\u4ed6\u306e\u30ad\u30e3\u30ea\u30a2\u306f\u3088\u308a\u5b89\u5b9a\u3057\u305f\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u904b\u822a\u30da\u30fc\u30b9\u304c\u822a\u8def\u306e\u57fa\u6e96\u4ee5\u4e0b\u306b\u6291\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002 \u672c\u5206\u6790\u3067\u30b5\u30f3\u30d7\u30eb\u8abf\u67fb\u3055\u308c\u305f\u822a\u8def\u306e\u3046\u3061\u3001Evergreen\u3068Yang Ming\u306f\u6700\u3082\u5b89\u5b9a\u3057\u305f\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3067\u904b\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-tariff-changes-lead-to-rebounding-trade-with-china\">\u95a2\u7a0e\u5909\u66f4\u306b\u3088\u308a\u4e2d\u56fd\u3068\u306e\u8cbf\u6613\u304c\u56de\u5fa9\u50be\u5411<\/h2>\n\n<p>\u3053\u3053\u6570\u304b\u6708\u3067\u3001\u7c73\u56fd\u306e\u4e3b\u8981\u306a\u8cbf\u6613\u76f8\u624b\u56fd\u3067\u3042\u308b\u4e2d\u56fd\u306b\u5bfe\u3059\u308b\u95a2\u7a0e\u304c\u5f15\u304d\u4e0b\u3052\u3089\u308c\u305f\u3053\u3068\u3067\u3001\u305d\u306e\u5f71\u97ff\u306f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u5e83\u304c\u308a\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002 2025\u5e74\u306e\u7c73\u4e2d\u8cbf\u6613\u306e\u6d41\u308c\u3092\u8a73\u3057\u304f\u898b\u3066\u307f\u308b\u3068\u3001\u95a2\u7a0e\u63aa\u7f6e\u3084\u5e02\u5834\u306e\u5148\u884c\u304d\u306b\u76f4\u63a5\u7d50\u3073\u3064\u3044\u3066\u3044\u308b\u6025\u6fc0\u306a\u5909\u52d5\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"853\" src=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-14-1024x853.png\" alt=\"\" class=\"wp-image-72418\" srcset=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-14-1024x853.png 1024w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-14-300x250.png 300w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-14-768x640.png 768w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-14.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>\u8f38\u5165\u306e\u52d5\u304d\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u5e74\u521d\u306b\u306f\u4e2d\u56fd\u304b\u3089\u306e\u8f38\u5165\u91cf\u304c\u975e\u5e38\u306b\u9ad8\u3044\u6c34\u6e96\u3067\u30b9\u30bf\u30fc\u30c8\u3057\u3066\u304a\u308a\u30012024\u5e74\u306e\u540c\u6642\u671f\u3068\u6bd4\u8f03\u3057\u3066110%\u4ee5\u4e0a\u3082\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002 \u3053\u306e\u3053\u3068\u306f\u30012\u3064\u306e\u8981\u56e0\u306b\u3088\u3063\u3066\u5f15\u304d\u8d77\u3053\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002\u307e\u305a\u30012024\u5e74\u306e\u57fa\u6e96\u3068\u6bd4\u8f03\u3057\u3066\u5e74\u672b\u5e74\u59cb\u3084\u65e7\u6b63\u6708\u5f8c\u306b\u767a\u751f\u3059\u308b\u5178\u578b\u7684\u306a\u9700\u8981\u843d\u3061\u8fbc\u307f\u304c\u3042\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u95a2\u7a0e\u5f15\u304d\u4e0a\u3052\u306b\u5099\u3048\u3066\u8377\u4e3b\u304c\u767a\u6ce8\u3092\u5927\u5e45\u306b\u524d\u5012\u3057\u3057\u305f\u3053\u3068\u3067\u3059\u3002 \u95a2\u7a0e\u304c\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3066\u7c73\u56fd\u306e\u5728\u5eab\u304c\u904e\u5270\u3068\u306a\u308b\u3068\u3001\u6ce8\u6587\u306f\u5287\u7684\u306b\u6e1b\u5c11\u3057\u30012024\u5e74\u306e\u6c34\u6e96\u309215%\u4e0b\u56de\u308b\u307e\u3067\u306b\u843d\u3061\u8fbc\u307f\u307e\u3057\u305f\u3002 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src=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-15.png\" alt=\"\" class=\"wp-image-72424\" srcset=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-15.png 1008w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-15-300x250.png 300w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-15-768x640.png 768w\" sizes=\"auto, (max-width: 1008px) 100vw, 1008px\" \/><\/figure>\n\n<p>\u4e2d\u56fd\u304c\u7c73\u56fd\u88fd\u54c1\u306b\u5bfe\u3059\u308b\u5831\u5fa9\u95a2\u7a0e\u3092\u8ab2\u3057\u305f\u3053\u3068\u3067\u3001\u7c73\u56fd\u304b\u3089\u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u306b\u3082\u8457\u3057\u3044\u5f71\u97ff\u304c\u51fa\u3066\u3044\u307e\u3059\u3002 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srcset=\"https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-16-1024x829.png 1024w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-16-300x243.png 300w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-16-768x622.png 768w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-16.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>\u629c\u6e2f\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001\u5c11\u306a\u304f\u3068\u3082\u73fe\u6642\u70b9\u3067\u306f\u5e02\u5834\u304c\u78ba\u5b9f\u306b\u843d\u3061\u7740\u3044\u3066\u3044\u308b\u3053\u3068\u304c\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002 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id=\"h-tariffs-leave-u-s-imports-and-exports-proportionally-unchanged\">\u95a2\u7a0e\u306f\u3001\u7c73\u56fd\u306e\u8f38\u5165\u3068\u8f38\u51fa\u306e\u6bd4\u7387\u306b\u5909\u5316\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u306a\u3044<\/h2>\n\n<p>\u95a2\u7a0e\u63aa\u7f6e\u306b\u3088\u308a\u3001\u30df\u30af\u30ed\u30ec\u30d9\u30eb\u3067\u306f\u7279\u5b9a\u306e\u8cbf\u6613\u822a\u8def\u304c\u518d\u5f62\u6210\u3055\u308c\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001\u8cbf\u6613\u76f8\u624b\u56fd\u5225\u306b\u898b\u305f\u7c73\u56fd\u306e\u8f38\u51fa\u5165\u306e\u6bd4\u7387\u306f\u30012025\u5e74\u306b\u306f\u308f\u305a\u304b\u306a\u5909\u5316\u3057\u304b\u898b\u3089\u308c\u307e\u305b\u3093\u3002 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https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-17.png 1050w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>\u8f38\u51fa\u9762\u3067\u306f\u3001\u7c73\u56fd\u6700\u5927\u306e\u8f38\u51fa\u76f8\u624b\u56fd\u306e1\u3064\u3067\u3042\u308b\u30ab\u30ca\u30c0\u304c\u3001\u7c73\u56fd\u304b\u3089\u306e\u8f38\u51fa\u306b\u5360\u3081\u308b\u5272\u5408\u304c\u5e74\u521d\u6765\u30677.6%\u3068\u6025\u6fc0\u306b\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002 \u30ab\u30ca\u30c0\u3068\u7c73\u56fd\u306e\u9593\u3067\u653f\u6cbb\u7684\u304a\u3088\u3073\u7d4c\u6e08\u7684\u306a\u7dca\u5f35\u304c\u9ad8\u307e\u308a\u3001\u305d\u306e\u7d50\u679c\u300cBuy 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https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-18-300x260.png 300w, https:\/\/www.project44.com\/wp-content\/uploads\/2025\/08\/image-18-768x665.png 768w\" sizes=\"auto, (max-width: 929px) 100vw, 929px\" \/><\/figure>\n\n<p>\u8f38\u5165\u306b\u3064\u3044\u3066\u3082\u3001\u5909\u5316\u306f\u8f38\u51fa\u3068\u540c\u69d8\u306b\u7de9\u3084\u304b\u306a\u3082\u306e\u3067\u3057\u305f\u3002 \u30a4\u30f3\u30c9\u306f\u30b7\u30a7\u30a2\u304c\u6700\u3082\u5927\u304d\u304f\u5897\u52a0\u3057\uff08+1.6%\uff09\u3001\u30d0\u30f3\u30b0\u30e9\u30c7\u30b7\u30e5\u3068\u65e5\u672c\uff08+0.6%\uff09\u304c\u7d9a\u304d\u307e\u3059\u304c\u3001EU\uff08-1.4%\uff09\u3001\u30ab\u30ca\u30c0\uff08-0.7%\uff09\u3001\u30a4\u30f3\u30c9\u30cd\u30b7\u30a2\uff08-0.5%\uff09\u3067\u306f\u3001\u3044\u305a\u308c\u3082\u5c0f\u5e45\u306a\u6e1b\u5c11\u304c\u898b\u3089\u308c\u307e\u3059\u3002 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