Market Insight | Supply Chain Update
In response to ongoing tariff uncertainty and global trade disruptions, many importers have turned to early inventory frontloading — a move that significantly boosted February cargo volumes at major U.S. ports.
February Highlights:
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Over 800,000 TEUs processed — up 2.5% YoY
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Import volumes surged 17% above the 5-year average
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Exports declined 18%, marking the third straight monthly drop
This import surge is largely driven by high-volume goods like furniture and appliances, as businesses look to get ahead of possible tariff hikes. However, with elevated inventory levels and more trade adjustments looming, experts anticipate a potential slowdown in the second half of the year, possibly up to 10%.
Why Frontloading?
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Ongoing tariff policy changes
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Geopolitical risks affecting global routes
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Labor and weather-related port delays
Businesses are also rethinking sourcing strategies. While imports from certain regions have decreased, there’s a noticeable shift toward diversifying manufacturing partners across Asia.
What to Watch:
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Retaliatory tariffs on U.S. agricultural and industrial exports
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Shifts in sourcing and manufacturing geography
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Port and shipping activity into Q2 and beyond
Despite market volatility, ports remain confident in managing cargo surges, backed by advanced tracking tools offering visibility up to 40 days before arrival.
Stay ahead of global trade impacts with Sobel Net. We’ll continue monitoring developments that shape your supply chain strategies.
