Tariff Rush Drives Record June Cargo Volume at LA Port, With Steep Declines Expected Post-August
Publish Time: 2025-07-17 Origin: Site
Key Data & Trends
Record Volumes:
June 2025: 892,340 TEUs (7.8% YoY ↑)
Imports: 470,450 TEUs (+9.8%)
Exports: 126,000 TEUs (+3.0%)
Empty Containers: 296,000 TEUs (+7.0%)
FY2024–25: 10.5M TEUs (3rd straight year >10M TEUs)
Tariff Windfall:
June US Customs Revenue: $27B (+301% YoY)
FY2025 Total: $100B+ (first-ever) from "reciprocal tariffs"
Why the June Surge?
? Pre-Tariff Panic Buying:
Importers stocked up on holiday goods before August 1 deadlines for new tariffs:
30% on EU/Mexico
50% on Brazil
35% on Canada
Small Importer Quote: "I feel stabbed by my own government"
What’s Next?:
July: Final surge (7 extra ships added)
August+: "Imports will plummet as retailers avoid overstocking" – Port of LA
Consumer Impact: Prices to rise in 3–6 weeks for non-essential goods
Global Fallout & Warnings
Trade Tensions Escalate:
Trump’s "tariff blasts" target 20+ nations, using duties as negotiation leverage.
Analyst Warning: "30% EU tariffs would cripple transatlantic trade" – Lars Jensen, Vespucci Maritime
Shipper Alert:
GSF Advisory: Ignore social media; verify tariffs via:
U.S. Harmonized Tariff Schedule (official HS code updates)
Federal Register (legal notices)