Source: Supply Chain Dive
Date: 25th February 2026 

Stable Purchase Orders Suggest Steady Cargo Flows Despite Evolving Tariff Landscape.

Purchase orders from shippers to overseas suppliers remain stable despite ongoing uncertainty surrounding trade policies and tariffs, according to leadership at the Port of Los Angeles. Orders placed several months in advance with Asian manufacturers continue at normal levels, indicating that companies are maintaining confidence in global sourcing despite regulatory volatility.

Port activity in early 2026 shows year-on-year declines across imports, exports and empty container volumes. However, these figures are being compared against unusually strong numbers in 2025, when many importers accelerated shipments to beat potential tariffs. As a result, the expected decline is viewed as a correction rather than a sign of weakening demand.

Inventory levels across the United States remain slightly elevated following last year’s cargo surge, reflecting a more cautious approach to stock management. Seasonal shipping patterns are still expected to play out, including demand tied to fashion cycles, back-to-school shipments, Halloween and the year-end holiday season.

Trade policy developments continue to create uncertainty. Recent legal rulings affecting tariff authority, upcoming high-level trade discussions and a scheduled review of the United States-Mexico-Canada Agreement could reshape cross-border supply chains. While the outlook remains unclear, the overall expectation is for moderate and manageable cargo trends rather than a sharp downturn.

Stable purchase orders suggest that shippers and importers are continuing to rely on overseas sourcing despite ongoing tariff uncertainty. This stability indicates sustained demand for international freight services and reinforces expectations of typical seasonal shipping cycles throughout the year.

At the same time, elevated inventory levels and cautious planning reflect a more risk-aware approach to supply chain management. Businesses are likely maintaining buffer stock and monitoring policy developments closely, rather than reducing sourcing activity.

Upcoming trade negotiations and the review of North American trade agreements could introduce changes to cross-border supply chains later in the year. This uncertainty means companies may continue to prioritise flexibility, scenario planning and diversified sourcing strategies as they navigate evolving trade policies.