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As the calendar turned to June and the prelude to the summer-fall peak shipping season, US importers and exporters again were trying to get ahead of market- and policy-driven price hikes and disruption. Specifically, US importers again find themselves frontloading shipments on the eastbound trans-Pacific as they race to head off rising bunker fuel surcharges, increasing prices from Asian suppliers, and a new round of tariff uncertainty. That surge in demand is spurring a jump in spot rates and tightening capacity. In fact, capacity has tightened enough to prompt forwarders to warn customers that they must book at least three weeks in advance amid the surge in frontloading of fall and end-of-year holiday merchandise. The increased demand stems in part from uncertainty among shippers about possible further tariff moves by the Trump administration. Following the Supreme Court’s March decision to strike down President Donald Trump’s widespread tariffs implemented in April 2025, the US Trade Representative imposed temporary Section 122 tariffs on all imports. Widespread tariffs tied to forced labor quickly followed. Shippers also are racing to get ahead of expected price increases from Asian suppliers. The S&P Global Market Intelligence Purchasing Managers’ Index™ (PMI®) released in late May saw readings on price pressures and supply shortages reach highs not seen since 2022 as the war in the Middle East keeps the price of oil and related commodities elevated. All of this adds up to another turbulent time for shippers importing to and exporting from the United States.

This hourlong webcast will analyze the state of the market, how it is likely to play out through the fall, and highlight the major findings from the Journal of Commerce’s ranking of Top 100 Importers and Exporters special report.

Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

Speakers:

Michael Angell, Senior Editor, Northeast and Gulf Coast Ports, Journal of Commerce by S&P Global

Ari Ashe, Senior Editor-Intermodal Rail, Journal of Commerce by S&P Global

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

Alan Murphy, CEO & Founder, Sea Intelligence

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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The intensity of the early peak season on the trans-Pacific trade could drain the rest of volumes in the second half, or the shipping industry might surprise. US imports from Asia in May jumped to 1.68 million TEUs, up 13% from April, almost 20% higher year over year, and the highest since last August, according to PIERS. The National Retail Federation (NRF) has upgraded its forecast for June imports, confirming that the peak shipping season has come early this year. But the NRF says that spike is expected to be short-lived, with the group lowering its prior forecast for imports landing through the rest of the summer and into early fall. In the meantime, large and midsize retailers in the US face the possibility of having their newly agreed service contract rates more than double this summer due to increased bunker fuel costs and hefty peak season surcharges. Last summer, US imports from Asia climbed rapidly in June, peaked in July and then fell just as quickly as they rose. Comparing the current environment to last summer isn’t a good guide, however, as to what to expect this year. The fundamental difference is that growth last summer was confined to the US, so carriers were able to redeploy vessels from other trade lanes to the trans-Pacific. That’s why the price spike lasted only two months. This year, demand is also strong and rates are moving higher in the Asia-Europe, Asia-Mediterranean and South American trades, and that is limiting the capacity and equipment that can be deployed into the trans-Pacific

Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

Speakers:

Jon Monroe, President, Jon Monroe Consulting and, Founder, SYSM Technologies

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Moderator:

William Cassidy, Senior Editor-Trucking and Domestic Transportation, Journal of Commerce by S&P Global

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

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Moderator:

Carly Fields, Associate Editor-Breakbulk and Project Cargo, Journal of Commerce by S&P Global

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Moderator:

Greg Knowler, Europe Editor, Journal of Commerce by S&P Global

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Moderator:

Eric Johnson, Senior Editor, Technology, Journal of Commerce by S&P Global

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Moderator:

William Cassidy, Senior Editor-Trucking and Domestic Transportation, Journal of Commerce by S&P Global

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Moderator:

Mark Szakonyi, Executive Editor, Journal of Commerce by S&P Global

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Moderator:

Bill Mongelluzzo, Senior Editor-West Coast, Journal of Commerce by S&P Global

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