The ports of Los Angeles and Long Beach reported double-digit year-over-year declines in January container volumes, reflecting comparisons with record highs driven by earlier tariff frontloading rather than underlying weakness. Executives say inventories remain elevated and consumer demand steady, though exports have softened and empty container moves have fallen. The Supreme Court’s ruling striking down certain tariffs, followed by the announcement of new levies, has added fresh uncertainty to trans-Pacific trade, complicating planning for carriers and shippers. Industry analysts warn policy volatility could trigger short-term cargo surges and congestion, even as port leaders express confidence in their ability to manage fluctuations.
