
U.S. port traffic is forecast to decline through the remainder of 2025 due to rising tariffs, with year-over-year drops expected each month after a surge in July. The first half of 2025 saw modest growth, but overall annual volume is projected to end 5.6% below last year.
Key Takeaways
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Port volumes will decline as tariffs restrict trade, particularly in late 2025.
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Retailers accelerated imports ahead of tariff hikes, causing an artificial July spike.
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Small businesses face increased costs, forcing tough decisions amid volatile trade policy.
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