美国关税影响追踪-波动趋势延续；短期进口疲软可能性存在-US Tariff Impact Tracker_ Volatile Trends Continue; Near-Term Import Weakness Possible

25 August 2025 | 5:19AM EDT US Tariff Impact Tracker: Volatile Trends Continue; Near-Term Import Weakness Possible US Tariff Impact Tracker – Laden vessels from China to USA dropped sequentially by 5% and were down 21% on a YoY basis. We think the 2H of August could be up and down before turning more negative into the initial part of September based on Port of LA data - continuing the uncertain trends post the initial China surge. Ramifications from the recent tariff-related implementations and magnitudes h ...