This Month:
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December U.S. container imports are projected to be the lowest since mid-2023 as tariff uncertainty weighs on demand and inventories remain well stocked.
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Carriers are using blank sailings to support January GRIs: PSW 4, PNW 2, USEC 4, with potential 7–10 day transit impacts and higher rollover risk.
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Space is tightening from Shanghai and Ningbo, Asia port congestion remains elevated (Qingdao, Manila, Port Klang), and airfreight capacity is tightening with rising rates driven by strong e-commerce volumes.
Import Demand
U.S. container imports in December are projected to reach their lowest level since mid-2023, with tariff uncertainty continuing to weigh on demand. Although China tariffs have been reduced and USTR Section 301 port fees remain paused, importers have not accelerated shipments. Earlier front-loading has left inventories well stocked, limiting the need for additional pull-forward activity.
Market recovery will depend on how quickly inventories normalize and whether carriers choose to resume services via the Suez Canal.
Capacity & Rates
Despite some demand signals, carriers have deployed excess tonnage and are leaning on capacity management to support upcoming January GRIs. Multiple blank sailings have been announced across USWC, PNW, and USEC trades.
December cancellations:
- U.S. West Coast (PSW): 4 void sailings announced
- Pacific Northwest (PNW): 2 void sailings announced
- U.S. East Coast (USEC): 4 void sailings announced
These cancellations may extend transit times by 7–10 days and increase the risk of rolled cargo.
January may show a modest recovery versus December, though NRF forecasts a 10.3% year-over-year decline.
Space is tightening from Shanghai and Ningbo, particularly with Ocean Alliance carriers. Blank sailings are being announced at short notice, and we will continue to provide timely updates. We recommend arranging bookings early to secure equipment and space well in advance, especially ahead of Chinese New Year.
Port Congestion in Asia
Ports across China and Southeast Asia are facing severe congestion in December 2025. Berth congestion continues in:
- Qingdao: 3 days
- Manila: 2–3 days
- Port Klang: 2–3 days
Weather-related closures have contributed to the disruption. Southeast Asian ports are resuming operations following recent floods, but backlogs across the region are expected to persist. The Philippines reports stable yard utilization of approximately 70%, though delays remain possible.
Airfreight
Global airfreight markets entered December with tightening capacity, rising rates, and strong peak-season movements across major trade lanes. E-commerce volumes from Asia to the United States remain near Q4 highs, continuing from mid-November following Black Friday and Thanksgiving promotions. This is filling key transit hubs and driving further rate increases.
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