US Import Peak Stretches Into September Amid Supply Chain Delays
Storm-related vessel delays in China and restrictions at the Panama Canal are extending the peak shipping season into September, which could become the busiest month of 2026 for US imports.
The National Retail Federation (NRF) and Hackett Associates expect US ports to handle 2.31 million TEUs of imports in September, according to their latest Global Port Tracker. That would edge past July’s year-to-date high of 2.3 million TEUs.
“We thought the peak season would be mostly behind us by now, but that’s not the case,” said Jonathan Gold, NRF vice president for supply chain and customs policy.
Gold said a series of typhoons at major Chinese ports delayed some shipments, while draft restrictions at the Panama Canal have forced some vessels to reroute. At the same time, consumer demand has remained strong despite tariffs, inflation and high fuel prices.
The outlook marks a change from the NRF’s August forecast, when the group said peak shipping season was nearing its end. While stronger volumes are now expected through September, the NRF lowered its import forecasts for October through December.
Import strength was already visible in July. PIERS data showed US imports from Asia reached 1.74 million TEUs that month, the highest level of 2026 so far. Imports from China alone totaled 946,320 TEUs.
Retail Industry Leaders Association CEO Brian Dodge said retailers brought in much of their holiday merchandise earlier this year as companies moved shipments ahead of US tariff deadlines. However, more cargo is still expected in the coming months to meet consumer demand.
The NRF expects imports to reach 2.09 million TEUs in January 2027, down 1% from a year earlier.
