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

cnbc.com

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

#261

Post by r053bud »

davidw wrote: post #225
swatcoder wrote: post #213

Earlier quoted context omitted.

An HN user that shares their own summary is providing a unique perspective that only they could offer. That's a great contribution to the site that reinforces community and gets encouraged. An HN user that shares an LLM summary is cluttering the site with the output of a program that anybody could have run. That's just noise that detracts from our community. HN isn't structured to handle programmatic participation th…

I disagree: I think it's a decent summary and it's convenient to be able to read it inline with the rest of the discussion without having to go fiddle with some LLM. And I don't think everyone has an LLM just sitting around that can summarize a video from a link. Having wasted 10 minutes of my life watching the video, it's also an accurate summary - "no, shipping has not stopped completely". I would not be happy if t…

Better yet, let’s just add LLM summaries of all articles and links on Hacker News directly. Now I never have to read the linked article.

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

#262

Post by LiquidSky »

ericmay wrote: post #238
LiquidSky wrote: post #140

Earlier quoted context omitted.

No, we have to back off tariffs because they are a terrible idea.

Tariffs are just a policy tool we can use. Every major economic power uses them to some extent, including the European Union. Trump’s tariffs I think are bad because he is “going after everyone” versus Biden’s approach which was to build a coalition of friendly nations and revamp supply chains to reduce dependency on China who is adamant about being a foe to the United States, European Union, and others. Tariffs are…

The idea that China only makes "cheap, disposable junk" and this faux-tough guy "we gotta man up and suffer through" pose is a big part of the problem.

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

#263

Post by pavon »

aziaziazi wrote: post #209
taylodl wrote: post #7

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

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…

Since we got a bidet we use more toilet paper for drying than we used to use for wiping. Perhaps the full-size ones work better, but the fans for add-on bidets are worthless.

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

#264

Post by bombcar »

dullcrisp wrote: post #138
throw0101a wrote: post #80

Earlier quoted context omitted.

> The youtuber 'What's going on with shipping?' The "Youtuber" is actually a professor and Chair, Department of History, Criminal Justice and Politics at Campbell: * https://directory.campbell.edu/people/sal-mercogliano/ * https://twitter.com/mercoglianos

You mean the chair of the department of history is actually a YouTuber.

Someday colleges will have Tubers, who outrank Chairs.

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

#265

Post by jgeada »

csomar wrote: post #223
jillesvangurp wrote: post #162

Earlier quoted context omitted.

Empty shelves are just one of the symptoms. The real pain will come from companies having to deal with increased taxes (that's what tariffs are) for Chinese components, decreased exports (counter tariffs, anti US sentiments), etc. and then their follow up to that would be using tools like layoffs, price increases, etc. Some of those companies might have to close doors and go bankrupt. If that happens a lot you get th…

> The real pain will come from companies having to deal with increased taxes (that's what tariffs are) for Chinese components In a sane world, that's what targeted tariffs are. You don't want to tariffs across the whole board because you might affect exporting manufactures whose prices will go through the roof and might experience disruption. It is kind of what is happening with auto tariffs now that there is a huge…

Any assumption that there is targeting or any sort of planning by the chaos goblins we currently have running this administration is long on hope and short on reality.

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

#266

Post by disgruntledphd2 »

dylan604 wrote: post #84
Aurornis wrote: post #60

Earlier quoted context omitted.

It’s actually not. If you’re starting a business right now with the goal of selling to customers all over the world, setting up shop in America is not looking good. You’d pay exorbitant tariffs on inputs and machines. It’s better to manufacture out of the country and let US consumers eat the tariff cost on import while keeping your operations efficient outside of the US tariff zone. It’s an extraordinarily poorly pla…

That's not what MAGA world wants though. They want products made here, sold here, bought here. MAGA world does not care about the rest of what the world's people do. If they want to buy our stuff, great, but then blame other governments for taxing American products like there's no blame to share.

Sure, but in that case, tariffs on finished goods are the way to go. You'll first recover the assembly business and then over time you could reshore more of the inputs.

But like, it's not the 1950s anymore, basically every product consists of parts from all over the world.

You can't unpick that in 90 days.

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

#267

Post by lenerdenator »

roughly wrote: post #254
wing-_-nuts wrote: post #237

Earlier quoted context omitted.

>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, t…

To be fair, life's better when you don't have to rely on the guns. If you're willing to work together to make the pie bigger for everyone, peacefully, you get further.

Which is why you have to occasionally knock the people willing to exploit the peaceful order, off.

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

#268

Post by darkwizard42 »

guywithahat wrote: post #169

A surprising amount of LA's economy is just warehouses. This could have an interesting effect on the cost of housing in LA, which would have an effect on Phoenix, which has seen massive growth in warehouses as LA has gotten expensive

Housing won't be affected in LA because the issue is zoning + cost to get started. There are too many reviews blocking housing; it isn't blocked by warehouses being "more valuable" than housing in those lots

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

#269

Post by robomartin »

jillesvangurp wrote: post #162
taylodl wrote: post #7

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

Empty shelves are just one of the symptoms. The real pain will come from companies having to deal with increased taxes (that's what tariffs are) for Chinese components, decreased exports (counter tariffs, anti US sentiments), etc. and then their follow up to that would be using tools like layoffs, price increases, etc. Some of those companies might have to close doors and go bankrupt. If that happens a lot you get th…

I am very much on the fence on this one. I can tell you, without a shadow of a doubt, based on having been in manufacturing across various industries for over thirty years, that the US and Europe have been on a path to loose nearly all manufacturing capacity within ten years, maybe twenty at best.

How do we compare the pain (and yes, some destruction) that we have to endure today against the devastation that is clearly in the horizon for both regions within a decade or two?

To be sure, what's going on today should have been done twenty to thirty years ago. Doing this today is far more difficult and painful.

I think Kevin O'Leary put it best: What we want a reasonably free markets. It isn't just about tariffs. It's about regulatory lockout, intellectual property and more.

For example, India imposes as much as a 110% tariff on US cars and trucks. The list of such actions --which also included non-tariff rules-based restrictions-- is long. From China imposing up to 25% on our cars, autos, chemicals and food to the EU, Canada, Mexico and others following suit. Brazil collected over $800 million in retaliatory tariffs blocking US pharmaceuticals, autos and textiles.

In other words, the relationship with hundreds of countries has been very one-sided for a long time. US industry needs to export to thrive, but if countries like Turkey impose 140% tariffs on our autos and trucks, markets are de-facto shut down.

How long can any country survive this kind of inequity?

So, yeah, this is a rough moment. I hope it is for the best. Everyone benefits from a more open and balanced market.

And then, of course, there's one of the elephants in the room: Intellectual property theft.

Going back to Kevin O'Learly:

https://www.youtube.com/watch?v=dKkdor6_rw4

https://www.facebook.com/watch/?v=567065763062114

https://www.youtube.com/watch?v=jGFWWqbDwuw

https://www.tmz.com/watch/kevin-o-leary-china-tariffs-04-09-...

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

#270

Post by mlyons1340 »

mystified5016 wrote: post #247
guywithahat wrote: post #130

Not too long ago I tried to raise money for a PCB assembly plant in the US, but couldn't raise the funding and got a "real job". Posts like these really make me wish I didn't give up lol

About a year ago I checked out every US manufacturer I could find. Most don't offer any pricing of any kind, strictly 'call for quote'. The ones that did offer pricing either don't want small prototype runs, or charge 5-10x what China does, and with 2-3x lead time, even counting shipping. Only one or two I looked at offered an online quote tool, and none of them came even close to the usability and functionality of P…

It’s true US isn’t competitive but what you looked at was hobbyist PCB services which is not representative of the industry as a whole. I get the frustration but i don’t see how you can draw any conclusion from it.
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