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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

#441

Post by achandlerwhite »

newfriend wrote: post #412
Retric wrote: post #174

Earlier quoted context omitted.

Aggregate media bias across TV/Radio/Newspapers is interesting because both the direction and scale matters. Of course bias is only part of the story, do an objectively terrible job and you get more negative stories overall. As a concrete example a great deal of left leaning media was very critical of Biden running for reelection and especially waiting that long to pull out. You almost never see that kind of thing fr…

NYT, WaPo, MSNBC, CNN, ABC, NBC, CBS are not niche. They all ran cover for Biden until the debate made it too obvious. They were not "very critical". They are, however, extremely critical of anything Trump does.

I wouldn’t say extremely critical of Trump. He brings half of it on himself. Simply reporting what he says and does that makes him look incompetent is not being particularly critical.

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

#442

Post by bluGill »

mlyons1340 wrote: post #270
mystified5016 wrote: post #247

Earlier quoted context omitted.

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.

Engineering often needs one off PCBs until their design is trusted enough to work. That doesn't look any different from what a hobbyist wants other than the account type. (final manufacturing will likely be done by someone else)

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

#443

Post by georgehm »

fnordpiglet wrote: post #341
relwin wrote: post #301

Gamers Nexus essentially produced a 3-hr doc on how changing tariffs affect the US computer industry: "The Death of Affordable Computing | Tariffs Impact & Investigation" https://youtu.be/1W_mSOS1Qts?si=pBVt65SMqb1p-Zte . Best part is having a product manager show a spreadsheet of costs and margins and explain in real terms ($$$) what tariffs do to their business.

It’s even farmers and growers - https://youtu.be/aCI9xlMrb1w Seeds sourced from China - which a lot are - have skyrocketed in price.

Maybe I am being foolishly optimistic, the section in the video (~ 4:50) where it is mentioned that some giant seed corporation is staying the course betting that this thing will blow over in a quarter or so actually gives me some hope ?

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

#444

Post by vaidhy »

mlyons1340 wrote: post #270
mystified5016 wrote: post #247

Earlier quoted context omitted.

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.

It is not just hobbyist. My friend runs a business of smart stove tops and they do have a lot of R&D which needs small runs as they fine-tune the electronics and test them out. All the R&D is now moving out.

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

#445

Post by sailfast »

mstaoru wrote: post #107

I'm moving internationally (from China to EU) and the quote is 2.5-3x higher than 3 months ago. Sea freight seems to be inspected at a much higher rate, and they don't recommend it, and air freight is more expensive because of much lower volume overall. Not a good time to ship your stuff. And that's when you think "I'm far away from the US and the madness does not concern me"...

Folks are anticipating increases in shipping due to large companies making last-minute buying decisions for the Christmas holiday instead of starting to ship things now through December. As a result, it will be very hard to find a container toward Q3 (at least this is what I'm reading across news articles)

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

#446

Post by Retric »

newfriend wrote: post #412
Retric wrote: post #174

Earlier quoted context omitted.

Aggregate media bias across TV/Radio/Newspapers is interesting because both the direction and scale matters. Of course bias is only part of the story, do an objectively terrible job and you get more negative stories overall. As a concrete example a great deal of left leaning media was very critical of Biden running for reelection and especially waiting that long to pull out. You almost never see that kind of thing fr…

NYT, WaPo, MSNBC, CNN, ABC, NBC, CBS are not niche. They all ran cover for Biden until the debate made it too obvious. They were not "very critical". They are, however, extremely critical of anything Trump does.

You can’t ignore scale of bias here.

CNN and Fox don’t come close to canceling each other out because Fox is way to the right and CNN is more subtle. -2 + 4 is not zero.

Similarity Fox viewership is 3 million viewers in primetime vs CNN at 1/6th those numbers.

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

#447

Post by vaidhy »

perihelions wrote: post #111
ebruchez wrote: post #76

Earlier quoted context omitted.

True or not, be aware that "The Global Times is a daily tabloid newspaper under the auspices of the Chinese Communist Party's flagship newspaper, the People's Daily, commenting on international issues from a Chinese nationalistic perspective." (Wikipedia)

- "Chinese nationalistic perspective" Yes, that was the point I tried to make. The story isn't the point; the choice of language Chinese state media uses is the point. Can you even imagine the US government, under either party, boasting about eliminating tens of thousands of US longshoremen jobs?

They won't because it costs votes. Is it better for the US in long term that these jobs are automated?

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

#448

Post by kolanos »

parineum wrote: post #232
jmyeet wrote: post #148

Earlier quoted context omitted.

China is holding pretty much all the cards here. First, it has a command economy. It's much more equipped to handle this in keeping factories afloat and people employed and housed. Second, the US is ~15% of China's exports and a lot of those exports will continue even with tariffs. Some by diversified supply chains (eg "laundering" Chinese made goods through Vietnam) or the Chinese goods are so low cost that the tari…

China is selling goods to the US because it's good for China. China not selling goods to the US is, therefore, bad for China. China doesn't care about how it affects the US but it does effect them negatively. They are "holding all the cards" except the one that says "The US must buy things from China" which is the one they care about. > Second, the US is ~15% of China's exports and a lot of those exports will continu…

I see commentary like this frequently in the west, then I read financial analysis like this:

> Goldman Sachs in its latest China forecast, reports China's GDP is about to fall off a cliff: the bank now expects China's Q2 GDP growth to crater to just 0.8% QoQ from 4.9% in Q1.

[0]: https://www.reuters.com/markets/asia/view-chinas-q2-gdp-grow...

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

#449

Post by s1artibartfast »

rayiner wrote: post #416
s1artibartfast wrote: post #258

Earlier quoted context omitted.

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…

But it’s politically impossible to reduce the federal deficit. So what do we do?

Not make it worse?

What problem is tariffs trying to solve?

If the goal is to plug the budget issue, you want imports to continue so that you can extract more tax from the citizens.

Even then, quality of life is less impacted if you just raise general taxes like a VAT or sales tax. That way consumers still get the best bang for their buck.

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

#450

Post by trhway »

silisili wrote: post #410
trhway wrote: post #391

Earlier quoted context omitted.

The retailers need to start showing tariff charge as separate line. People have the right to to see what they voted for. Yesterday Trump frantically called Bezos when Bezos threatened to do it, and Bezos seems to have backed up (probably got some concession for that). Edit: it is also can be treated as a consumer right to know, by analogy with food labeling), what are the major components of the price they are paying…

Retailers and middlemen typically don't like exposing how much -they- paid for an item. Exposing tariffs would show how much things are marked up from time of landing to reaching the shelves.

Those with high markup wouldn't get affected that much. Those with lower markup will get affected more, and they need to show the tariff charge.

The tariff charge may also naturally include say the directly related charges like for example the increased insurance premium for the increased, due to the tariff, insured value of the goods while they are being transported/stored. Add to that increased financing required to cover all those costs, etc., and that can snowball to feel significant even for the ones with higher markup.

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