From Center for Jobs and the Economy <[email protected]>
Subject California Trade Report for July 2025
Date September 5, 2025 4:51 PM
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Web Version [link removed] | Update Preferences [link removed] [link removed] California Trade Report

for July 2025

Below are highlights from the recently released trade data from the US Census Bureau and US Bureau of Economic Analysis. To view additional data and analysis related to the California economy visit our website at [[link removed]].

Total trade through the state’s ports in July rose 11.1% compared to June and 3.9% compared to July 2024, reversing the small dips seen in the prior two months. State origin exports continued their rise for every month so far in 2025 (comparing same month, prior year) at a gain of 5.9%, while destination imports again saw a loss, at 4.6%.

Overall, trade through the state’s ports remained well ahead of prior years for the period Jan-Jul, measured in both nominal and real terms.

In part responding to last year’s disruptions at the Gulf and East Coast ports, California’s share of total US trade activity has shown some recovery from its longer term decline due to increasing competition from those ports. California, however, still remains well behind Texas.

In part reflecting the diminishing size of the state’s manufacturing base, California’s share of the US origin exports has shown little change since 2022.

Trade prices again showed little change from prior months, with export prices again running somewhat higher than imports.

The import indices shown in the charts above, however, include all commodities including the more volatile fuel components. Removing this element, however, still shows few differences in recent months. On an annualized basis, import prices for all commodities rose 0.1% in the first 7 months, while import prices for all commodities excluding fuels rose 0.7%. While tariffs may be affecting prices paid by end users (because tariffs are paid by the importer), these effects are not yet showing up in the underlying prices for the imported goods.

Share of Goods through US Ports 16.6% CA Share of Total Trade Through US Ports

The share of total US goods trade (exports and imports) through California ports edged up to 16.56% (12 month moving average; compared to 16.54% in June 2025 and 16.1% in July 2024).

California remained the #2 state, behind Texas which had a 19.53% share (compared to 19.48% in June 2025 and 20.15% in July 2024). Trade through the Atlantic port states was at 30.12% (compared to 30.07% in June 2025 and 29.51% in July 2024). These trade flows form the trade-related base for one of California’s largest centers of middle-class, blue-collar jobs. Transportation & Warehousing alone provided 771,100 jobs in July 2025, compared to 758,100 in July 2024.

California Goods Exports $0.9 Billion Change in Exports

Continuing the gains in every month so far in 2025, total California origin goods exports rose $0.9 billion from July 2024 (up 5.9%). California remained in 2nd place with 8.96% of all US goods exports (12 month moving total), behind Texas at 21.42%.

California Goods Imports -$2.1 Billion Change in Imports

Showing losses for the fourth month in a row, total California destination goods imports dropped $2.1 billion from July 2024 (down 4.6%).

Top 20 Exports, July 2025

Top 20 exports by value are shown below, along with the change from Jul 2024.

Top 10 Export Markets, July 2025

The biggest export market losses were seen in China and Canada, while California exports rose or were little changed in most of the other Top 10 markets.

The California Center for Jobs and the Economy provides an objective and definitive source of information pertaining to job creation and economic trends in California. [[link removed]] Contact 1301 I Street Sacramento, CA 95814 916.553.4093 If you no longer wish to receive these emails, select here to unsubscribe. [link removed]
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