10/09/2026
-- ‘Drawn-out’ peak shipping season appears to be winding down: US retailers --
US import volumes are beginning to slow, bringing a gradual end to an elongated peak shipping season that began in earnest in May and extended well into October, a major retail group said Thursday.
“Even with any fluctuations in final data, we’re likely past the busiest part of the year,” Jonathan Gold, vice president for Supply Chain and Customs Policy at the National Retail Federation (NRF), said in statement. "The truth is that the peak season started early and was stretched out through the summer and early fall, with the difference from month to month often amounting to little more than a rounding error.”
Gold’s comments came as the NRF and Hackett Associates released their monthly Global Port Tracker (GPT), with the latest report showing US ports handled 2.3 million TEUs of imports in August, up marginally from July and enough to “likely make August the busiest month of the year,” according to the GPT.
In last month’s report, the NRF forecast that September would likely be the top month of the year for US imports, with 2.31 million TEUs. But the group has revised that downward, saying it now expects September to come in at 2.28 million TEUs when the final data is calculated.
The latest GPT then projects gradual declines into the fourth quarter, with October imports expected to be 2.25 million TEUs and November at 2 million TEUs. The year closes with December imports ticking slightly higher at 2.02 million TEUs, according to the report.
“Core economic indicators are broadly flat or weakening slightly month over month recently,” Hackett Associates founder Ben Hackett said in the statement. “Despite this, consumers appear to remain confident and cautious at the same time, with consumer confidence indexes sliding to multi-year lows while consumer spending continues to be robust in the face of increasing inflation.”
The gradual decline in imports into the fourth quarter comes as marine terminals at the ports of Los Angeles and Long Beach acknowledge the consistently heavy volumes in recent months is beginning to strain the pool of skilled longshore labor at the US’ busiest gateway.
US import volumes from Asia have risen steadily since April, climbing from 1.49 million TEUs to 1.79 million TEUs in August, a gain of 20%, according to PIERS, a sister product of Journal of Commerce. Half of US imports from Asia move through the Los Angeles-Long Beach gateway.
The GPT forecasts imports at 13 US ports: Los Angeles, Long Beach, Oakland, Seattle, Tacoma, New York/New Jersey, Virginia, Charleston, Savannah, Port Everglades, Miami, Jacksonville and Houston.
Source: JOC