The global shipping landscape is shifting—again. From plummeting import volumes to temporary tariff relief and port realignments, the next 90 days could be a defining moment for supply chain teams.
Here’s what’s happening, and how shippers can stay ahead.
1. Import Volumes Are Sliding Fast
According to the latest Global Port Tracker report, U.S. container imports are projected to fall more than 20% year-over-year through the summer and into fall. This would mark the sharpest sustained drop since the early pandemic era.
Why? Tariffs.
New U.S. tariffs are driving retailers to pause or cancel overseas orders. Some smaller businesses are stuck, unsure how to adjust their inventory plans amid rising costs and market uncertainty.
How to React
Reassess your demand planning. Pull forward orders where feasible. Diversify SKUs or sourcing locations to avoid delays.
If your contracts and carrier agreements were built for peak season volume, you may need to renegotiate based on lower throughput.
2. U.S.–China Tariff Relief… But Only for 90 Days
In a surprise turn, the U.S. and China agreed to a 90-day tariff pause. Both sides are dialing back their most recent hikes to a 10% baseline—down from 145% in some cases. That’s good news for cost control… temporarily.
But don’t get too comfortable.
This is a reset, not a resolution. Talks will continue, but there’s no guarantee of long-term relief.
How to React
Use this window wisely. Lock in any advantageous rates. Evaluate how exposed your business is to China-based sourcing. Now is the time to accelerate efforts toward supplier diversification, risk mitigation, and improved visibility across your network.
3. Port of Virginia’s Star Is Rising
While many ports are tightening belts, the Port of Virginia is expanding. With just 19% of its volume tied to China, it’s less exposed to the volatility hitting West Coast ports. It’s also making major infrastructure investments, including deeper dredging (to 55 feet), expanded rail yards, and new inland logistics hubs.
In 2024, Virginia’s container volume rose 7.2%—a clear signal that cargo owners are shifting east for good reason.
How to React
If you’re shipping through congested or tariff-impacted lanes, Virginia offers a viable alternative. Review your port strategy. Look for opportunities to balance your network by integrating East Coast ports with stronger infrastructure, fewer chokepoints, and lower China exposure.
Final Thoughts
Trade conditions may feel uncertain—but action beats reaction every time. Use the current window of tariff relief and shifting port capacity to shore up your sourcing, carriers, and routing plans. The most resilient supply chains will be built not when things are easy—but when things are changing.
Ready to explore how Zero Down can help you optimize during volatility? Get in touch with our team today.
