Tariff talks keep U.S. exports low, inbound shipments remain strong: ITS Logistics

U.S. export volumes remain weak as tariff negotiations continue, while inbound shipments, particularly to West Coast ports, have stayed strong, according to the August ITS Logistics U.S. Port/Rail Ramp Freight Index.

“As tariff negotiations continue, industry professionals can anticipate surges in export volumes to follow agreements between the U.S. and other countries as shippers work to meet pent-up demand,” said Paul Brashier, vice-president of global supply chain for ITS Logistics. “This should increase freight costs, especially in the spot market. While export volumes continue to be challenged, inbound volumes are still strong as front-loaded goods and retail peak shipments arrive in preparation for the fourth quarter. Day-side congestion at the terminals is also being reported, and empty termination availability is challenging.”

The company said trucker financial stability is an escalating concern, pointing to the recent closures of long-standing West Coast drayage providers T.G.S. Logistics and GSC Logistics.

The National Retail Federation’s Global Port Tracker report forecasts import cargo volume at major U.S. container ports will end 2025 at 5.6 per cent below last year’s total.

In June, the Port of Los Angeles handled 892,340 TEUs, up eight per cent from last year, marking the busiest June in its 117-year history.

“Volumes should subside as we approach September, except for infrastructure and project freight,” Brashier said. “With the newly passed congressional bill, companies should increase those activities through 2025 into 2026.”

ITS Logistics provides transportation, distribution and fulfillment services across North America, including drayage and intermodal in 22 coastal ports and 30 rail ramps.