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Descartes: US container imports dropped 6.8% in January but the result indicates a more normalized trade

U.S. Seaports handled 6.8% less "container" import volume in January than they did in the same month last year, when U.S. firms rushed to get goods in to avoid President Donald Trump’s tariffs, sending imports to a monthly record high.

Investors closely monitor U.S. imports of containers because they're a?bellwether for the health of the economy, which includes consumer demand as the primary driver in the domestic?economy. The data also shows the ripple effects of Trump’s trade policies from Main Street up to Wall Street.

U.S. container exports in January totaled 2,318,722 equivalent 20-foot units (TEUs), exceeding the historic average and pointing to a more "normalized" trade environment, which is characterized by steady demand, rather than the frontloading of activity.

Imports of China totaled 771 093 TEUs in January 2025, a decrease of 22.7%.

China accounted last month for a third of all U.S. imports.

According to the Global Port Tracker Report?released on Monday by the National Retail Federation & Hackett Associates, U.S. Container Imports will drop in the first half this year due to frontloading, which sent port volumes to record-breaking heights at the beginning of 2025.

Hackett Associates' Founder Ben Hackett said: "After essentially flat container volumes in 2025, we expect to see a decline during the first halves of 2026, and possibly longer."

Hackett stated that "the continued use of tariffs by both friends and enemies, combined with uncertainty as to when or if they will be implemented, makes trade forecasting difficult." He added that the government shutdown last year has delayed government trade data.

The U.S. Supreme Court will also decide whether the Trump administration is allowed to use tariffs in accordance with the International Emergency Economic Powers Act. The administration has said that if the court rules against the IEEPA tariffs it can implement tariffs using other trade authorities. (Reporting and editing by Matthew Lewis in Los Angeles, Lisa Baertlein is based in Los Angeles)

(source: Reuters)