From Yahoo Finance: 2025-05-04 00:30:00

Intermodal demand from Los Angeles grows as it competes with truckload sector. Los Angeles, the primary U.S. gateway for goods from Asia, faces initial effects of new tariffs. Los Angeles and Long Beach ports handle 32% of U.S. container imports, making the area a major warehousing and transportation hub. International containers are often transloaded for rail or truck transport inland. Pull-forward behavior increases as companies prepare for potential disruptions from tariffs on Chinese goods. Booking data shows a 45% decline in container volumes from China to the U.S., impacting Southern California ports soon. Companies are shifting orders to alternative suppliers in countries like Vietnam and Thailand to mitigate supply chain disruptions. Resilient supply chains have stockpiled inventory to bridge potential gaps caused by disruptions in Chinese imports. Uncertainty around trade negotiations poses risks of sudden surge in orders overwhelming transportation infrastructure. Intermodal volumes will be the first to feel effects of tariff enforcement, with truckload freight seeing temporary boosts from contracting inventories. Transportation providers must prepare for volatile market conditions, uncertain forecasts, and potential spikes in demand. SONAR provides real-time data and charts to help visualize and navigate the freight market landscape. FreightWaves data science and product teams are continuously releasing new datasets to enhance the client experience.



Read more at Yahoo Finance: All eyes on Los Angeles with tariff impact looming