In issue 751 of the Sea-Intelligence Sunday Spotlight, we analysed the 2024-2025 container throughput data for North America West Coast (NAWC) ports to assess any shifts in the timing of laden import peaks. The data indicates that front-loading of cargo seen earlier in 2025 came at the expense of Q4 volumes, which were defined by a significant contraction.
Figure 1 illustrates this shift in seasonal volume distribution. In 2025, total laden imports peaked early in July at 1.42 million TEU – the highest single month of activity since May 2021. This peak occurred a full month earlier than in 2024, driven by shippers accelerating cargo import to mitigate perceived end‑year supply chain risks. However, the subsequent slowdown reveals that this early surge effectively borrowed demand from the future.
In 2024, volumes remained resilient throughout Q4, with October levels holding steady against the August peak. In stark contrast, 2025 saw a rapid deterioration. By October 2025, volumes had dropped to 1.18 million TEU, a massive reduction of roughly 236,000 TEU from the seasonal high, dropping even further to 1.15M TEU in November. On a Y/Y basis, October 2025 laden imports were -10.4% lower than in October 2024, while November was down ‑6.7% Y/Y. Overall, 2025-Q4 was down ‑7.6% Y/Y. (....)