In the last months of 2025, imports of goods in containers In US ports, they will fall below two million TEUs due to the increase in tariffs decided by Donald Trump. The predicts the latest "Global Port Tracker" report published today by the US National Retail Federation and Hackett Associates. Last August, containerized traffic in the U.S. ports monitored by the Global Port Tracker has been equal to 2.32 million TEUs, down -2.9% compared to 2.39 million TEUs in July - the peak month of the year - but in increase of +0.1% year-on-year. The ports have not yet communicated data for September, but Global Port Tracker predicts for the traffic of 2.12 million TEUs, down -6.8% on a monthly basis Annual. In October, 1.97 million TEUs are expected, down -12.3% year-on-year, and 1.75 million TEUs in November (-19.2%). In addition, traffic is expected to increase in December will stand at 1.72 million TEUs, with a decrease of -19.4% year-on-year, making it the month with the lowest volume of traffic since March 2023 when 1.62 million TEUs were recorded. At January 2026 traffic of 1.87 million TEUs is expected (-16.1%) and in February 2026 by 1.77 million TEUs (-12.8%).

"This year's peak season - he explained Jonathan Gold, Vice President of Supply Chain and Customs Policy at the NRF – is just around the corner, largely due to of the anticipation of imports by retailers before the entry into force of reciprocal duties. They continue to be new sectoral tariffs have been announced - Gold specified - but most Some retailers are well stocked for the holidays and is doing everything possible to protect its customers from the costs of duties for as long as possible."

NRF recalled that the latest tariffs - 25% on furniture regardless of the country of origin and the same rate on kitchen cabinets and bathroom cabinets - will come into effect in force next week and will increase in January. In addition, a increase in tariffs on imports from China, postponed by 90 days in August, should come into force on November 10, unless that no agreement is reached or President Donald Trump does not decides on a further postponement. "The continued volatility of US tariff policy - observed Ben Hackett, founder of Hackett Associates – is creating a significant economic uncertainty, with trade volumes expected to be affected by unpredictable changes in the next four to six months. Many great companies have imported goods in advance to accumulate stocks, but as these stocks are depleted, the impact inflationary tariffs will become evident."