Falling tariffs expands to almost all US exports, reports supply chain

What started as a rapid drop in imports in the US as shippers cut orders from partners’ manufacturers Now all over the world has spread to a nationwide export downturn, and the American agricultural sector and leading agricultural products, including soy, corn and beef, have been most affected.

Recent trading data shows that the slide in the US exports into the world, and in particular, China, which began in January, is extending to most US ports, reports the Trade Tracker Vizion, which analyzed US export containers over the five -week period before the tariffs began and five weeks after the tariffs.

The agricultural sector was warning about the “crisis” And the despair data shows more evidence of lack of ability to move products to world markets. Oregon’s port heads with a 51%decline in exports, while the port of Takom, a large agricultural export port, has a 28%decrease. The best destinations for corn, soybeans and other exports are Japan, China and South Korea.

In some ports, there is only a small export, such as Houston and Port -Setl, 3% and 3.5% respectively. But, according to Ben Tresei, the Vice -President for the Development of Strategic Business in Vizion is that almost all of us exported. “

Trade data shows a decrease of more than 17%in the port of Los -Andgeles, while the Savannah port – the main port of the United States on export of container agricultural goods in 2025 – decreased by 13%, and the Norfolka port decreased by 12%, Vizion reports.

The Ouckland port also plays an important role in export as a leading port for international cooled goods. The US agricultural exports also leaves Los -Angeles, Long Bich, New York/New Jersey, Houston and Seattle/Takom.

Slide to Export related to decreased containers Having come to the United States, because businesses all over the economy abolish production orders, sending Chinese factories and freight ships to the retreat, as well as changes in world demand related to the US trade policy. Imports in the US continues to decline and the port data is tracked by Vizion, showing a 43% drop in containers from the week of April 21 to April 28.

“We have not seen anything like this after the summer 2020 interruptions,” said Kyle Henderson, Vizion CEO. “This means that the goods that are supposed to arrive in the next six -weeks will not be. If the tariffs for driving the higher, small business cuts orders. Products that are once reliable, are now twice as expensive, forcing importers into rigid decisions,” he said.

Ahead of “lean”

Retailers call on consumers To buy earlier than later, and Global Research Bank of America’s Global Research assume why this may be the right step. The latter forecast shows that the number of entry container ships in the Los Angeles port in May will see a sharp drop, and in the coming weeks, trading interruptions will increase, which will reduce 15% -20% in US containers from Asia.

In a note client, Bank Bank warned that the retail ratio to monthly sales was not particularly high, and at the same time consumers buy higher prices and lack of product selection.

Based on the Bank of America’s data on the retail payments and shipping companies, there was no big ramp in stocks after the overload that occurred earlier this year, and supplies can come.

“We believe that retail reserves may look” thin “in the coming months,” the Bank of America said.

Many retailers have only one or two months of sales in inventory, and they have discovered, and any unforeseen demand and disruptions on supply can quickly affect what the retailers can offer and prices are charged.

It The main time of the year For festive purchases when orders are usually placed. The turning point of the supply chain is where the success of the holiday is either fixed or left to accident – June.

“The retailers now fixing power, especially in fast sectors, such as toys, consumer electronics and fashion, give themselves the runway to exquisite range later without running the clock,” said Tim Robertson, CEO of DHL Global Rownering. “It’s not about pressing the extra volume; it is about the stream sequence – the balancing of the ocean, the air and the intestinal options, the construction buffers for work and surprises, as well as the use of real -time data when the demand changes,” he said. “Brands viewed on June as a strategic term, not the last minute, will be those who fill the shelves without pursuing them when consumers start shopping in November,” he added.

Captain Kipling Lutit, Executive Director of the South California Marine Stock Exchange, warned that the reduction of the ship’s arrival and lighter volumes in the USA will lead to excess work, trucks, trains and others in the supply chain “will work from the arrival.”

In the last three -day period, only 14 ships came, Lutitis noted, and only 10 are planned to arrive over the next three days. The “normal” level of activity in the three -day period will be 17 ships.

On Monday, the operator of the cargo liners in Hawaii and the marshmallow owners reduced the 2025 forecast on Monday, citing tariffs, global trade measures, US economics trajectory and other geopolitical issues.

Matson, who offers operational service from China to Long Bich, California, said that since the tariffs were sold in April, the volume container for the company decreased by about 30% a year.

“Coupled with limited visibility to our demand for a container, we expect the volume of the container and the average rates in the second quarter will be below a year,” said Matt Cox, CEO Matson in his salary. “At the moment, it is difficult to find out whether these lower volume levels will be preserved during 2025, and the duration of this lower demand will probably depend on the active negotiations that occur throughout the supply chain, and the timing of potential amendments to the tariffs,” he said.

Cox said the company was working with ASIA Tranship Partners as its customers look at the diversification and growth of production areas. “Many of our customers have gone into the” China Plus “strategy a few years ago to diversify our activities, and we expect this trend to continue,” he said. “We will continue to follow our customers when they rearrange and expand their production mark on the change of tariffs within our” pool “in Asia,” Cox added.