The pace of disruption in containerized trade has reached levels not seen in decades. In the latest TradeView Live session, Eric Johnson, Senior Technology Editor at the Journal of Commerce, joined Vizion’s Kyle Henderson and Ben Tracy to discuss the shifts across major trade lanes. From China’s sharp booking declines to India’s growth story and Europe’s fragile outlook, the conversation highlighted why real-time booking data is essential for navigating tariff pressures and supply chain uncertainty.

China → U.S.

China’s bookings into the U.S. have been among the hardest hit in 2025. Weekly data shows double-digit declines across much of Q3, though the pace of decline eased slightly in mid-September. The categories with the most volume include furniture (HS 94), toys (HS 95), and metals (HS 72/73/76). Noted in the episode, tariffs are forcing many importers to diversify sourcing, with Mexico, Vietnam, and India gaining attention.

China to US Weekly Bookings (2024 vs. 2025)  

*Interactive: Scroll or hover to see weekly TEU volumes for each year

2025 Weekly TEU Bookings by HS Code (China to US, 2025) 

The U.S. is not alone. The impact of tariffs and shifting sourcing strategies is visible across other destinations as well:

• Mexico has seen the steepest drop at -21.6%, highlighting the limits of diversion strategies.
• Germany (-7.7%) and the Netherlands (-8.6%) show how Europe’s exposure to Chinese exports is also softening.
• Notably, Australia (+6.6%), Poland (+13.8%), and Indonesia (+13.6%) are bucking the trend, reflecting China’s search for growth markets outside traditional lanes.

China Container Bookings by Destination (2024 vs. 2025)

India → U.S.

India continues to emerge as a key alternative for U.S. sourcing. Weekly booking data in 2025 shows volumes trending down from Week 32 onward, before turning upward more recently. Key product categories driving the lane include textiles and apparel (HS 61/62), machinery (HS 84/85), and furniture (HS 94). While shipments are regaining momentum, swings tied to tariff announcements and port congestion continue to make India’s growth story uneven.

India to US Weekly Bookings (2024 vs. 2025)  

*Interactive: Scroll or hover to see weekly TEU volumes for each year

2025 Weekly TEU Bookings by HS Code (India  to US, 2025) 

➡️ Episode Highlight: During the conversation, Eric Johnson noted that while India is gaining momentum, “it doesn’t come without friction.” Infrastructure limits and port congestion continue to create chokepoints, meaning India’s rise is promising but not yet a smooth substitute for China.

Europe → U.S.

Europe’s exports to the U.S. are performing more strongly than in 2024, but the lane’s stability depends heavily on its product mix. Beverages and machinery have provided a steady foundation, helping offset weaker flows in consumer-facing categories like vehicles and plastics.

Europe to US Weekly Bookings (2024 vs. 2025)  

*Interactive: Scroll or hover to see weekly TEU volumes for each year

2025 Weekly TEU Bookings by HS Code (Europe  to US, 2025) 

➡️ Episode Highlight: Eric Johnson described Europe’s position as a “double bind” — companies are absorbing inflationary costs at home while also facing tariffs abroad. This combination has left many European shippers cautious, reluctant to commit to long-term volume strategies even in categories where demand is stable.

Europe Container Bookings by Destination (2024 vs. 2025)

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📺 Watch the full recap episode on our YouTube channel to hear Eric Johnson’s full perspective on where global trade is heading.

We also discussed Giant Manufacturing during the session. For a deeper dive into how U.S. enforcement is reshaping bicycle supply chains, read our blog: CBP’s Action on Giant Manufacturing and What U.S. Import Data Reveals About Bicycle Supply Chains.

With Vizion’s TradeView platform, these trends can be tracked in real time. The platform makes it possible to identify companies linked to specific suppliers and to spot early shifts in sourcing patterns across different countries.

👉 Request access to TradeView today to explore these trends, fact-check market headlines, and gain visibility into the supply chains that shape global trade.