The forward booking for container traffic (in TEU) until May 31 does not yet show a surge in US imports.
The data through May 31 (week 22) are shown in the graphic updated on May 15, 2021. This shows the current week (up to May 17) as down 13.8% YoY followed by a sharp increase next week of 41.95% YoY and then a 40.45% YoY fall in the week to May 31.
How have these forecasts changed since the 90 day tariff reductions was announced on Monday May 12? Arrivals for the current week (WK 20) are running 1,672 TEU below the expectations I sent you on Sunday May 11. Next week (WK 21) May 18 to 24 is now 9,418 less than the May 11 expectations and the week ending May 31 (WK 22) are up +7,220 TEU cpompared to May 11 expectations.
Week 22 - May 25 -31 may be the beginning of a surge but right now it merely compensates partially for the big fall in week May 18-24 (week 21)..