📉 Logistics Alert: Imports of containerised goods into the U.S. in October 2025 fell ~7.5% year-on-year, with shipments from China down ~16.3%. The month-on-month volume also declined (to ~2.3 million TEUs), marking only the second October in a decade with a drop. Forecasts suggest further declines in November and December, as importers defer or cancel cargo ahead of tariff risks.

For supply-chain and logistics professionals, this means:
• Potential reduction in cargo volumes across ocean, intermodal and trucking sectors.
• Increased importance of visibility, agility and contingency planning.
• Opportunity to review cost structures, contract models and capacity utilisation.

If you’re revising your logistics strategy or hedging for Q1 2026, this trend deserves attention.