What's Happening?
The Port of Los Angeles (POLA) and the Port of Long Beach (POLB) have reported a decline in cargo volumes for September 2025. POLA's total volume fell by 7.5% annually to 883,053 Twenty-Foot Equivalent
Units (TEU), while POLB saw a 3.9% annual decrease to 797,537 TEU. The decline is attributed to ongoing trade negotiations and tariffs impacting imports and exports. Despite the decrease, POLA's third-quarter volume reached a record high, driven by previous import surges. POLB's total volume for the first nine months of 2025 increased by 6.8% annually.
Why It's Important?
The decline in cargo volumes at two of the largest U.S. ports highlights the impact of international trade negotiations and tariffs on the logistics industry. The decrease in imports and exports affects the agriculture sector and signals potential softening in future imports. The ports' performance is crucial for the U.S. economy, as they serve as major gateways for international trade. The ongoing trade discussions with China, the U.S.'s largest trading partner, could further influence cargo volumes and economic stability.
What's Next?
Looking ahead, POLA Executive Director Gene Seroka anticipates a decline in cargo volume for the fourth quarter of 2025, influenced by peak season activity and trade negotiations. The ports will continue to adapt to changing trade policies and maintain communication with global supply chain partners. The outcome of trade talks with China could significantly impact future port operations and the broader logistics industry.
