- Average weekly container volumes: 140,000 TEU (up from 133,000 TEU in 2025)
- Peak-season demand surge: 15% higher than the same period in 2025
- Carrier surcharge rates: up 8% in the last quarter
- Bunker fuel costs: down 3% following the U.S.-Iran interim agreement
| Rate Band | Previous Quarter | Current Quarter |
|---|---|---|
| Low | $1,800/TEU | $2,000/TEU |
| Medium | $2,200/TEU | $2,400/TEU |
| High | $2,800/TEU | $3,000/TEU |
What Are the Current Tariff Impacts on Trade?
Official bulletins and industry reporting indicate that the Supreme Court tariff rulings have introduced uncertainty into the market, leading to front-loading behavior among shippers. This has resulted in steady import volumes at the Port of Los Angeles, despite risks associated with Middle East-linked trade disruptions.
How Are Carrier Surcharges Affecting Transpacific Rates?
Strong peak-season demand and stacked carrier surcharges continue to push transpacific spot rates higher. On-ground terminal telemetry supports this trend, showing import volumes holding firm even amid policy uncertainty.
What Shippers Should Do
To mitigate risks and costs, shippers should consider the following strategies:
- Book shipments well in advance to secure space and rates
- Monitor tariff and rate changes closely to anticipate potential impacts
- Audit appointment scheduling and chassis availability to minimize dwell times
- Explore alternative ports or routing options to diversify risk
Are Bunker Fuel Costs Expected to Decrease Further?
The U.S.-Iran interim agreement has eased some bunker fuel cost pressure on ocean carriers, with costs decreasing by 3% in recent months. However, ongoing market volatility and potential future disruptions may impact these costs, and shippers should remain vigilant to changes in the market.