US Import Trends Shift: Diversification and Rebound in Early 2026

February 10, 2026

US containerized imports experienced a positive start too 2026, with a 7% month-over-month (mom) increase in January. The top 10 countries of origin (CoO) collectively contributed a gain of 109,036 Twenty-Foot Equivalent Units (TEUs), signaling a potential shift in global sourcing dynamics.

China and India lead the Momentum

While imports from China remain down 22.7% year-over-year (YoY), a notable 9.3% MoM rebound suggests early signs of stabilization after the uncertainties experienced in late 2025. This recovery indicates a potential easing of tensions and a resumption of trade activity. India emerged as a significant growth driver, with a ample 22% MoM increase, adding 18,643 TEUs to the import volume.

Southeast Asia Gains Ground

The broader trend reveals a diversification of sourcing strategies. While overall YoY volumes from the top 10 CoOs declined by 9%, several Southeast Asian nations demonstrated robust growth. Thailand led the way with a remarkable 36.5% YoY increase, followed by Vietnam (17.8%) and indonesia (18%). This surge in imports from Southeast Asia suggests businesses are actively seeking alternative sourcing locations.

Regional Declines

Not all regions experienced growth. Italy and South Korea saw MoM declines in imports, with decreases of 16.4% (9,495 teus) and 1.7% (1,535 TEUs) respectively. Additional YoY losses were recorded from Taiwan, Japan, Hong Kong, and, despite the MoM gains, India.

Implications for Supply Chains

According to data from Descartes, the increasing divergence in sourcing reflects a strategic move by businesses to mitigate risk and build more resilient supply chains. The growth in Southeast Asian imports underscores a broader trend towards diversification, reducing reliance on single sourcing locations and enhancing supply chain versatility. The stabilization of Chinese imports,coupled with strong growth from India,points to a complex and evolving global trade landscape.