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Port of Los Angeles says shipping volume will plummet 35% next week

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Re: Port of Los Angeles says shipping volume will plummet 35% next week

#252

Earlier quoted context omitted.

The smart ones will head to the hardware store instead of rushing to the paper: bidet-washing-tube will makes you free of toilet paper for life. Cost: 10-30$ Installation: 20min with basic tools on your existing toilet. Usage: tons and tons of online tutorials because 1/3 of the world already use that daily. But you can also figure it out yourself easely, it’s way easier than managing node_modules on a shared project…

As someone who has used real bidets, I've tried bidet attachments - they suck. I'm going to remain with my traditional toilet until I move into my "forever home" at which point I will install bidets.

If you can’t use one of above methods for reason, there’s some « seats attachment » to transform your toilet in a (cheap) Japanese style. Here’s a 79€ one [0] but there’s many alternative brands with less marketing bundled in the price.

0 https://www.helloboku.com/

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#253
post #61
post #7

This could get really ugly when the shelves start going empty. This may make the toilet paper incident seem quaint in comparison.

Trump will back down and lift the teriffs the second there are widespread consequences. He’ll give some excuse, and his supporters will eat it up. That or he’ll make so many deals with CEOs for political support and financial contributions that we won’t even notice that a few smaller companies went out of business or pulled out of the US.

The flexport CEO, in the video shared in this discussion, predicts a back down on the basis that 80% of small business that rely on Chinese imports going bust if they continue.

Even if they attempt to switch suppliers to avoid tariffs they'll be at the back of the line behind the bigger fish.

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#254

Earlier quoted context omitted.

> There are of course quite a few large US businesses being affected directly by this stuff. I imagine that they are not happy with this. And that level of unhappiness will translate into shifts in political donations. Which, I'm sure is something that will get more apparent as next year's mid term elections get closer. That's a stick that can be (and probably already is) wielded that might produce results soonish. I…

>all initial evidence is the oligarchs kissing the ring, not pulling the strings. It was comical how quickly amazon back pedaled on showing tariffs transparently in pricing as soon as the whitehouse complained.

One thing that’s been interesting (in a Ralp-Wiggins-esque “I’m in danger!” type way) to watch over the last few years is all the “end of history” types re-learning that Mao was right and that economic might only translates into real power when you use it to buy guns. Europe spent a decade trying to tie Russia into the global economy only to find all that cheap energy meant that when Russia walked into the Ukraine, they were on the wrong side of the ledger to throw their weight around. In the US, our oligarchs didn’t realize how much they were relying on the fact that US government officials believed the same lies about the power of capital that they did, and were caught entirely off guard when Trump walked in, picked up the gun on the table, pointed it at them, and said “I’ll take your wallet, please.”

There’s a whole generation of neoliberals learning Littlefinger’s lesson these days: https://www.youtube.com/watch?v=ifaRhL95HUM - it’s a shame the rest of us are stuck on this ride with them.

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#256
post #40
post #10

Earlier quoted context omitted.

FTA: Maybe not empty but less choice and alternatives not necessarily what you're looking for. “I don’t see a complete emptiness on store shelves or online when we’re buying. But if you’re out looking for a blue shirt, you might find 11 purple ones and one blue in a size that’s not yours. So we’ll start seeing less choice on those shelves simply because we’re not getting the variety of goods coming in here based on t…

Markets don't work that way. Supply is tuned to demand. When the supply is artificially constrained while the demand remains constant, it further strains already limited supplies, leading to empty shelves and rising prices. This is a fundamental principle of market economics. It's important to understand how these dynamics operate to grasp the broader implications of reduced imports from China.

There's a lot of levers and people to squeeze along the way:

Currency Manipulation to relatively increase Chinese manufacturing income

Relocating manufacturing based on tariffs

Retail margin

US based design & engineering of products

Advertising and other marketing activities

Depending on the product some will be passed onto consumers. But for something like Nike's it's probably more like fewer shoe designers, Footlockers, less advertising, smaller contracts to athletes, more manufacturing in non-China countries, and so on. Everyone is going to take a bit of a bit and it's probably not going to be super noticable to any one part.

No reason to expect empty shelves. Higher prices for stuff that can't be moved out of China. Sure. But it's a tariff, not an embargo.

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#257
post #158

I found out yesterday that the port of LA has a free real-time dashboard ( https://tower.portoptimizer.com/ ) so you can check the stats yourself. While it's interesting that next (week 19) shows a 35% drop YoY, the following week predicts a 25% increase from w19 and "only" 8.7% drop YoY.

I think its: https://volumes.portoptimizer.com/ ?

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#258

Earlier quoted context omitted.

This could get really ugly when the shelves start going empty. Retailers Fear Toy Shortages at Christmas as Tariffs Freeze Supply Chain: https://www.nytimes.com/2025/04/29/business/trump-tariffs-ch... In a Toy Association survey of 410 toy manufacturers with annual sales of less than $100 million, more than 60 percent said they had canceled orders, and around 50 percent said they would go out of business within weeks…

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What is wrong with kids getting christmas toys?

What is the upside from the tariffs?

Cost increases from onshoring are more than wage increases from onshoring.

There is no problem with trade deficits. Countries accumulating USD means they have to lend it back at cheaper and cheaper rates.

The real problem is the federal deficit. In 2024 the USA had to borrow $2 trillion to keep the lights on, while foreign countries only had $1 trillion from net trade deficit to lend.

By analogy, the problem isn't that the USA is buying discount goods, it's that it's funding its lifestyle with a credit card. Paying more for the goods and still using a credit card doesn't solve this problem. It makes it worse

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#259
post #45

Earlier quoted context omitted.

I don’t think the media really knows what will happen. Trump randomly decides to lift tariffs and any prediction is off.

Or he doesn't lower them randomly, but in response to other countries lowering their own tariffs and other protectionist measures against the US, resulting in the more "balanced" trade which, whether we agree with it or not, has been the goal all along. But yes, whatever the reason, the situation could change too quickly for safe predictions. In 2020, the US economy had recovered from the massive disruptions of the C…

> in response to other countries lowering their own tariffs and other protectionist measures against the US, resulting in the more "balanced" trade which, whether we agree with it or not, has been the goal all along.

If that is the goal, then it’s a terrible way of doing it. And also inflationary.

Re: Port of Los Angeles says shipping volume will plummet 35% next week

#260
post #86

Earlier quoted context omitted.

It may not matter. The ships that were supposed to be here, aren't. Even if the tariffs were lifted today, it would still take weeks for new orders to be shipped and delivered to the US. We're very much in the FO part of FAFO

Unfortunately, that has only fueled this madness. Because there is a lead time for shipments, things didn't instantly go bad when the tariffs were announced, so many people mistakenly seem to believe there's no problem. A lot of people apparently need instant feedback to understand cause and effect.

Which is quite surprising, because we went through several stress tests for globalised logistics in recent years with Covid, the Red Sea situation, and the Ukraine invasion. You’d think people would remember what happened 3 years ago.
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