China weekly import bookings to US , based on an index produced from Vizion data. ? Source: Vizion?2026 S&P Global After the June bump, the GPT expects weaker volumes through September. July imports are fore to total 2.19 million TEUs, down from 2.2 million TEUs in last month? report and 8.4% lower year over year. August imports of 2.12 million TEUs were downgraded from 2.19 million TEUs and would be 8.6% lower than August 2025. September? imports were revised lower to 2.06 million TEUs from 2.08 million TEUs, and would be down 2.2% on the year. The GPT, in its initial import fore for October, expects 2.08 million TEUs, up a marginal 0.1% year over year. The 10% global tariffs imposed under Section 122 of the US Trade Act are set to expire on July 24, to be replaced by tariffs of 10% to 12.5%, which is contributing to the decision by retailers to frontload imports. ?e expect to see a year-over-year increase this month that? partly driven by retailers bringing in merchandise early because of higher costs from tariffs or fuel prices that could start coming in August,?Jonathan Gold, NRF? vice president for supply chain and customs policy, said in the statement accompanying the GPT. ?onetheless, the ongoing tr is for lower imports as the conflict in Iran continues to cause higher inflation and economic uncertainty.?
An index produced by maritime intelligence provider Vizion shows booking demand for Chinese imports is increasing. The index hit its 2026 high of 117 for the week ing May 11, the most recent data available.
