In September, U.S.-bound imports of containerized freight reached 2.88 million TEU, marking a 13.4% year-over-year increase for the 13th consecutive month, with a year-to-date total of 24.06 million TEU, up 12.5%. Despite supply chain challenges, Q3 saw a 13.0% rise in imports. Notably, consumer durables surged by 13.5%, while capital goods grew by only 3.8%. S&P’s Chris Rogers anticipates stronger performance in 2024, driven by normalizing inventory management, although potential labor disruptions remain a concern.