US Tariff Impact Tracker

US import volumes from China remain positive YoY despite sequential weekly dips, with significant strength noted in West Coast trucking rates. Goldman Sachs maintains a positive outlook for a 2026 transport recovery driven by volume growth and domestic manufacturing investment.

Key Takeaways

• 1.Laden vessels from China to the US showed a sequential decline of -3.5% but remained positive year-over-year at +9%.
• 2.Trade uncertainty persists due to recent Supreme Court rulings and new Sec. 122 tariffs, creating potential medium-term planning challenges for shippers.
• 3.West Coast trucking spot rates have seen a significant jump, rising 21% year-over-year excluding fuel costs.

Table of Contents

• Key observations from this past week's report
• What the Tracker Is
• 2026 Trade and Transport Scenario Roadmap — Revised From First and Second Edition
• What to do with Transport stocks
• High Frequency Weekly Data
• Lagged Monthly Data
• Disclosure Appendix

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