Port Traffic Cools in January Following 2025 Tariff-Driven Surge

Key Details U.S. ports started 2026 with predictable volume declines after an exceptionally busy 2025 driven by tariff concerns. The Port of Los Angeles handled 812,000 TEUs in January, down 12% from 924,245 a year ago, while Long Beach processed 847,765 containers, an 11% decrease from 952,733. Oakland bucked the trend with a 1.4% year-over-year increase to 195,897 TEUs. Why It Matters Port executives attribute the slowdown to three main factors: elevated 2025 baseline comparisons from tariff-driven imports, higher inventory levels from the earlier cargo surge, and cautious restocking by retailers. Gene Seroka, Executive Director of the Port of Los Angeles, noted that importers rushed to get ahead of potential tariffs last year, creating an unusually high starting point for 2026 comparisons. Market Outlook Trade policy uncertainty continues influencing shipper decisions after the Supreme Court ruled against President Trump's use of emergency powers for tariff authority. Port officials say customers seek clarity on tariff refunds and pricing relief. Despite softer January volumes, most gateways report stable operations and adequate capacity heading into spring, with purchase orders to Asia holding steady.