This is an excerpt from Monday's (6/7) Point of Sale retail supply chain newsletter sponsored by ArcBest. Off-price retailers typically weather economic .
US imports could stall as demand overwhelms trans-Pacific capacity
Bookings index for imports falls back despite exceptionally high demand Trans-Pacific system is beyond max capacity (Photo: Shutterstock/Tashatuvango)
U.S. import demand remains historically high. And yet, containerized imports could pull back, at least temporarily, because the trans-Pacific shipping system has bounced against its max-capacity ceiling and can no longer bear the full load.
Liner giant Maersk said in a new client note that month-on-month U.S. import declines “should not be attributed to a softening in demand, but rather, to continued capacity disruptions caused by heavy congestion across the entire trans-Pacific network.”