Logistics and Supply Chain Impact

insights

Evolving U.S. trade policies are affecting every link in the supply chain — from ports and importers to manufacturers and freight operators. While it’s still too early to draw firm market-wide conclusions, one trend is clear: The U.S. is likely to import less from China over the next decade than it did in the last.

All U.S. ports have exposure to Chinese imports, but west coast ports are particularly vulnerable due to their role as the fastest, most cost-effective entry point for trans-Pacific freight. For example, container activity at the Port of Los Angeles, measured in 20-foot equivalent units (TEUs), dropped 40% between the weeks ending April 19 and May 3.¹

Amid tariff uncertainty, warehouse demand surged in Q1 — driven largely by stockpiling efforts. Notably, customs bonded warehouses are in especially high demand.² These facilities, typically located near ports, allow importers to delay tariff payments until goods are sold, offering flexibility during fluctuating trade conditions. For instance, during the recent 90-day pause on reciprocal tariffs, importers holding goods were able to take advantage of lower rates.³

While importers work to stay agile, the path forward for producers and manufacturers remains uncertain. According to the latest CNBC Supply Chain Survey, most companies pulling back from Chinese manufacturing aren’t planning to relocate to the U.S.⁴ Reshoring would significantly increase costs and require more time than many businesses can afford — driving them instead toward alternative low-tariff markets.

Beyond cost, a key obstacle to reshoring is the lack of skilled labor. Among companies open to bringing production stateside, 81% say they would prioritize automation over hiring human workers.⁴

In the face of shifting trade dynamics, businesses across the supply chain are adapting in real time — balancing cost, flexibility, and resilience as they navigate an increasingly complex global landscape.

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