Overview

• Container volumes at the Port of Los Angeles are projected to drop over 30% in the coming weeks, with shipping arrivals from China significantly reduced.
• The trucking industry, already struggling to recover, faces a predicted 3–4% decline in volumes next month as import levels deteriorate under new tariffs.
• Global container shipping volumes are expected to contract by 1% in 2025, with U.S. imports from China potentially falling 40%, according to Drewry consultancy.
• Major retailers, including Walmart and Target, warn of potential product shortages and empty shelves due to disrupted supply chains and halted Chinese shipments.
• Mack Trucks announced layoffs of hundreds of workers, reflecting broader economic uncertainty and declining demand across manufacturing sectors.