Tariffs

With the federal government shutdown now into its third week—and no clear indication of how long it could last—its impact on supply chains appears to somewhat still be coming into focus, noted various industry observers.

Accenture’s latest holiday survey finds 70% of retail executives are worried they won’t have enough stock to meet demand.

The Port of Los Angeles reported that total volume, at 883,053 Twenty-Foot Equivalent Units (TEU), fell 7.5% annually, and the Port of Long Beach reported that total September volume, at 797,537 TEU, was off 3.9% annually.

The firm reported that September imports, at 2.72 million TEU (Twenty-Foot Equivalent Units), fell 5.8% annually, down from August’s 2.9 million TEU July’s 3.01 million TEU (which topped the 3 million TEU mark for the first time and came on the heels of a June decline, coupled with importers looking to optimize sourcing following the White House’s reciprocal tariffs related to the International Emergency Economic Powers Act on most U.S. trading partners, which went into effect on August 7).

The September shipments reading, at 1.042, was down 5.4% annually, faring better than August’s 9.3% annual decrease, and increased 2.5% over August. The September shipments reading, at 1.042, was down 5.4% annually, faring better than August’s 9.3% annual decrease, and increased 2.5% over August.

The latest DHL Global Connectedness Tracker shows trade expanding faster in early 2025 than in any half-year since 2010.

September U.S.-bound container import volume—at 2,307,933 TEU (Twenty-Foot Equivalent Units)—fell 8.4% compared to August’s 2,519,722 TEU, the second-highest monthly total in 2025 and close to the May 2022 monthly record, as well as the third-highest September tally on record, and was also down 8.4% annually. On a year-to-date basis through September, volumes are up 1.9% compared to the same period a year ago, which Descartes said suggests moderate resilience in overall demand. 

Actions outlined by the Office of the United States Trade Representative (USTR), in regards to announced modifications of certain aspects of the responsive action to modify American shipbuilding from April, went into effect.

The impetus for this planned action, Trump said, was due to China taking what he described as an extraordinarily aggressive position on trade, in the form of imposing large scale export controls on nearly every product made in China and some not made in China, including rare earth minerals.

A session at this week’s Council of Supply Chain Management Professionals (CSCMP) EDGE conference in National Harbor, Maryland addressed various aspects related to the current state of the freight market, including the impact of various freight recessions, above-average inventory levels despite efforts to reduce them, the importance of maintaining shipper-provider relationships, as well the impact of tariffs, and other topics.

A panel of industry experts across different areas of the supply chain provided a detailed overview of market trends and themes this week in a session at the Council of Supply Chain Management Professionals (CSCMP) EDGE annual conference, which was held in National Harbor, Maryland.

At ASCM’s CHAINge Conference, leaders from government, retail, shipping, and manufacturing underscored that resilience depends on elevating supply chains into the boardroom and building trust across sectors.

For the first half of 2025, Port Tracker said that total volume, at 12.53 million TEU, rose 3.7% annually, with calendar year 2025 expected to be down 2.9% annually, to 25.5 million TEU.

The 30th Annual 3PL Study reveals how evolving partnerships and emerging technologies are reshaping the supply chain landscape amid disruption, cost pressures, and labor gaps.

For July, the most recent month for which data is available, the SCI came in at -2.0, an improvement over June’s -2.6 reading.