Report published September 28, 2026
Goldman Sachs: US Tariff Impact Tracker: Indicated Imports into LA to Remain Positive Next Week and Decrease Seq Two Weeks Out
Goldman Sachs · September 28, 2026
Goldman Sachs' weekly US Tariff Impact Tracker shows laden container vessels from China to the US fell 10% WoW but rose 2% YoY, while Port of LA TEUs are projected to rise 6% WoW next week before declining 26% WoW two weeks out. Ocean container rates remain elevated at 4.5x YoY, and positive YoY freight and rail intermodal volumes suggest West Coast trucking conditions could stabilize.
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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.Laden vessels from China to the US fell 10% WoW sequentially but remained up 2% YoY, while TEUs from China to the US grew 15% YoY despite a 3% WoW decline.
- 2.Port of Los Angeles TEU imports are projected to rise +6% WoW next week before declining -26% WoW two weeks out, maintaining YoY growth of +12% and +11% respectively.
- 3.West Coast trucking spot rates rose 22% YoY ex-fuel and load availability jumped 35% WoW, but overall load availability remained down 14% YoY, hinting at tapering pull-forward activity.
Table of Contents
- High Frequency Weekly Data
- Lagged Monthly Data
Report data
Port Optimizer 6 Week Dashboard
| Metric | Estimate | Context |
|---|---|---|
| Laden Container Vessels from China to US | 55 vessels | Laden container ships departing China en route to the US over a rolling 15-day window. |
| China to US Container Volume | 519832 TEUs | Aggregated container volume of vessels departing China for the US over a 15-day rolling period. |
| Port of Los Angeles Planned Inbound TEUs | 140333 TEUs | Planned TEU imports into the Port of Los Angeles for the upcoming week. |
| West Coast Rail Intermodal Carload Traffic | 11.5% | Intermodal traffic growth on the West Coast across UNP and BNSF. |
| West Coast Truckload Spot Rates ex-fuel | 22.0% | Spot rates for truckloads on the West Coast excluding fuel surcharges. |
Reports in this series
US Tariff Impact Tracker is shown in chronological order through this edition, published on September 28, 2026.
Part of the US Tariff Impact Tracker series — view all 10 editions
- Aug 31US Tariff Impact Tracker Indicated Imports into LA to Dip into Labor Day Before Bouncing Back Two Weeks Out
- Sep 8US Tariff Impact Tracker Indicated Imports into LA to Increase Next Week Before Turning Negative Two Weeks Out
- Sep 14US Tariff Impact Tracker Indicated Imports into LA to Decrease Next Week And Sharply Increase Two Weeks Out
- Sep 21US Tariff Impact Tracker Indicated Imports into LA to Sharply Increase Next Week And Decrease Seq Two Weeks Out
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