Supply Chain Research

The U.S.-China trade war has yet to take a major toll on U.S. seaports’ activity, with inbound traffic from all origins having increased by 2.4% year over year in July. That meant shipments broke through 2.6 million TEUs for only the second time. The rise may reflect accelerated imports to build inventories after U.S.-China trade talks failed back in May. The west coast ports broadly did better than the east coast with shipments from Seattle-Tacoma and Los Angeles up by 5.9% and 5.8% respectively while New York’s fell 0.1%. At first glance the slower growth on the east coast limited the ...