U.S. Logistics Heats Up Early in 2025: Tariff Suspensions, Rate Surges, and Market Shifts

📊 Executive Summary

📦 Overview:

The U.S. logistics market is experiencing an early surge in import activity following a temporary suspension of tariffs on Chinese goods. This has shifted the typical Q3 peak shipping season into Q2.

Key highlights:

• Maritime: Container rates from China to the U.S. jumped 17% to 29% month-over-month.

• Intermodal: International container volumes fell while domestic grew. A sharp import wave is expected to drive volumes higher in June and July.

• Truckload: Spot rates spiked 6.7% during Blitz Week and Memorial Day, while contract rates continued to soften.

• Macroeconomy: Manufacturing remains in contraction, but the U.S.–China tariff truce and new trade deals hint at a potential stabilization.

Strategic notes for movers and logistics firms:

• Capitalize on the 90-day tariff relief window for freight and relocation operations.

• Prepare for likely port congestion and rate shifts post-July.

• Monitor ongoing trade talks affecting route viability and pricing dynamics.

Source: Ryder State of the Industry, june 2025