Tariffs Drag Down Imports

U.S. container ports will see a 5.6% drop in 2025 import volumes, says the Global Port Tracker. Tariff shifts are the main driver. Retailers rushed goods in before duties hit, creating a mid-year spike but steep year-end declines. June rose slightly from May but fell sharply year-over-year. July likely marked the peak, as importers beat the tariff deadlines.

From August onward, monthly volumes could tumble by double digits compared to last year. Last year’s high import levels, driven by strike fears, make the drop-off even sharper. Higher costs, lower inventories, and greater uncertainty now weigh on supply chains. TLC is responding with agile scheduling, diverse routing, and direct client updates. Even in policy chaos, our freight keeps moving.

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