JOIN US AT TPM 26 IN MARCH !!!

 










Yet that story doesn’t fully hold up: Los Angeles-Long Beach and other US gateways are fully fluid and have been so all year, with no signs of inventory buildup as was seen during Covid when warehouses were filled, chassis dwells spiked, containers piled up at the ports, and ships were forced to wait at anchor.


With none of that happening, one conclusion some senior executives are arriving it: no inventory buildup is occurring—rather product is moving through the supply chain and being sold.  


Hence the disconnect. With volumes in sharp decline – US loaded imports fell nearly 11.8% year over year in September -- despite so far buoyant consumer spending, a gap is developing that could result in a snapback in volumes, possibly triggered by Trump’s new threat of 100% tariffs on China.


“We see an overcorrection occurring on US imports, which we think will result in a very strong bounce back in the first quarter,” said Trond Prestroenning, CEO for the Americas region at Hamburg-based forwarder Fr. Meyer's Sohn | FMS.


The full news analysis is here (free to read) https://lnkd.in/g5_Sz7m7


The picture will be clarified by the time of TPM in early March at which point it will be possible to more clearly assess volumes in 2026 and its impact on contract pricing. 


This will be yet another pivotal TPM. I hope to see you there. More information is here: https://tpm.joc.com/en

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