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

dten

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.

jimt1234

This site is obviously a "hostile and political act" by the Port of LA.

atoav

Turns out reality itself is a hostile and political concept if your political leadership is incompetent enough.

Wojtkie

That's why there's such a strong push towards "alternative facts"

etimberg

That number for w20 will probably change. For example, when https://youtu.be/2GgcIuQ4X5k?t=324 was produced w20 was predicted to be up 0.84% YoY.

globalise83

Could it be similar to weather forecasts where the further out the forecast goes the more it relies on seasonal averages?

thfuran

I think two weeks is pretty much the low end of transit time for a container from China to US, so I wouldn't expect needing much modeling within that window.

crote

Ships can be rerouted while in transit. I bet it is extremely unusual for a container ship, but we do live in interesting times.

jhickok

Yeah I was wondering if those models try to smooth those bumps.

dyauspitr

Predictions are based on historical data which isn’t relevant in this case.

cle

Week 9->10 2025 had a 35% drop too. And Week 9->10 2024 had a 45% drop and a 26% drop Week 16->17 2024.

Starting to wonder how significant this news really is?

dtech

That is Chinese New Year, it has always a very large drop. It's very impactful but expected and yearly.

My companies reporting needs to correct for it since the date shifts on western calendar and if would mess up all reporting otherwise, so yes, this is extremely significant.

trebligdivad

The youtuber 'What's going on with shipping?' has a good description in; it includes pointers to loads of sites with the actual data.

https://www.youtube.com/watch?v=2GgcIuQ4X5k

sbuttgereit

Sal Mercogliano who runs "What's Going On with Shipping?" is one of the best informed commentators in the subjects of logistics and shipping. He's also a skilled presenter... enough so that I subscribe to his channel and I've not got any real special interest in subject (but I do recognize it's economic importance).

Also, in a different comment, his work at Campbell is mentioned, but I think that leaves open why he has anything important to say on the subject. His bio at the U.S. Naval Institute is more informative:

"Dr. Salvatore R. Mercogliano is an associate professor of history at Campbell University in North Carolina and adjunct professor at the U.S. Merchant Marine Academy. He holds a bachelor of science in marine transportation from the State University of New York Maritime College, along with a merchant marine deck officer license (unlimited tonnage 2nd mate), a master’s in maritime history and nautical archaeology from East Carolina University, and a Ph.D. in military and naval history from the University of Alabama."

https://www.usni.org/people/salvatore-r-mercogliano

atonse

Wow I loved this "What's going on with US Ports" video. Subscribed. I love channels like this. People with a deep understanding that just report facts as they are.

I wish more mainstream media did this.

Take8435

That's the thing. "Mainstream" Media in the US are no longer bound to the fairness doctrine. Thus, we have corporate ownership which steers how a story is written or at all. Independent media beholden only to their viewers (not corporate benefactors) are incentivized to do what you want more effectively.

pests

Been seeing his videos pop up more. Wasn’t sure if it was completely legit or just reactionary takes but I’ll check one out now thanks.

mezeek

this guy really blew up after that bridge went down in Baltimore

throw0101a

> 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

dullcrisp

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

bombcar

Someday colleges will have Tubers, who outrank Chairs.

null

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dehrmann

The job is essentially the same: publish or perish.

null

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martythemaniak

[flagged]

dragonwriter

We all have LLMs available we can feed things through of we want a machine summary and don't want to read ourselves, please don't choke HN with machine generated content.

pchristensen

Echoing davidw's comments down thread, I would love if HN put a collapsed, expandable LLM summary like this after every Youtube link.

surajrmal

Speak for yourself. I have no such llm as easily accessible as this comment was.

davidw

This is pretty useful, actually, downvoters. My friends and I were discussing this video yesterday and I was pretty irritated that it took 10 whole minutes to debunk the social media hyperbole. That could have easily been a blog post that I could have skimmed in 1 minute.

It's a textbook case of why I tend to dislike video as a format.

swatcoder

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 the way Twitter/BlueSky/etc are. It maintains its distinguishing character by being a community of people talking to people instead, and it's appropriate to vote/flag in accordance with that.

kbelder

I'm undecided. I hate these llm summaries, and nearly always downvote them. They're rarely helpful, often unpleasant, and very very lazy.

But... I may hate links to videos even more. A summary of a video isn't lazy, it's nearly a requirement. So, an upvote for now, at least.

jonathanstrange

The problem is that no layman can know whether the summary is correct without watching the video, so it takes 11 minutes instead of 10 to assess the information with the summary.

umanwizard

You’re right, but if I want an LLM to summarize a video I can do it myself. I come to HN to talk to humans; talking to AIs makes me depressed. That’s why I downvote immediately every time anyone posts LLM content here.

s1artibartfast

Be the change you want to see in the world. You can write that blog!

relwin

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.

_xerces_

Two interesting things I took away from that were first that the uncertainty and constant changes of mind by the President on the actual rates and lack of reliable communications were almost as harmful as the tariffs. Second, that there is a "snowball effect" in that you often have to pre-pay, so you take out more loans at a worse interest rate to make your order and then if because costs went up, you order fewer items as well as being hit with a higher per-item cost.

The whole thing is a mess and shows how incompetent the current implementation is.

hathym

it's called strategic uncertainty :D

Henchman21

Hmm, I’ve been using the phrase a fox in the hen house. Seems apt?

fnordpiglet

It’s even farmers and growers -

https://youtu.be/aCI9xlMrb1w

Seeds sourced from China - which a lot are - have skyrocketed in price.

georgehm

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 ?

fnordpiglet

IMO, which isn’t worth a lot, it’ll go on as long as Trump refuses to eat crow. China hunkered down under extreme duress during COVID and emerged stable. We barely managed to survive much milder restrictions. And that was a global natural disaster of no one’s choosing. In this situation it’s all artificial, but it stokes the nationalism of literally every other country than America. The imperialism and condescension at work, the pure malice towards our allies and partners, it all works against America. China will never bend and nor do they need to or should they. In fact at this point it’s probably a point of national pride to maximize the embarrassment of Trump, and national strategy to push him into a corner hoping he lashes out more and further isolates America from its partners. This is an opportunity for China to break out of the corner America and its partners put it into and flip the roles. Once done, and Trump is neutered and America reduced, China will have a clear path to ascendancy as the primary global super power.

I’m actually not sure this is all bad. A flatter more multipolar world is probably better for everyone, including America. But I think it’ll be a tough time in our history and the people who voted for Trump will be the ones who bear the most pain for his delusional misunderstanding of the way the world actually is vs what he wishes it were.

But if I were to put $5 down, I’d wager this lasts until the GOP political fortunes have been decimated through their hubris and magical thinking and Trump is personally hung out to dry for his strategic blunder in launching a 195 front war.

sleepybrett

... what hope exactly.

The republicans in congress are so lost in the sauce that they won't challenge the great orange hope in the quarter. The soonest I think we can see anyone fighting back, politically, won't happen until the midterms AT BEST.

This is assuming that the republicans/trump don't come up with some issue that they can swing the midterms on and/or don't gut the electoral system to the point that they can't lose.

And even then I'm not sure that congress can actually do anything to fix this issue while trump is still in the white house and impeachment and removal seems unachievable. Say congress reverses it's delegation of tarrif power to the president. What happens if trump just does not obey congress, much like they are not obeying the supreme court. Do the republicans in congress have enough of a spine to actually remove him? How do we assure that removal actually takes place in the event that we can even meet the threshold? The man still, ostensibly, still has control of the military. Perhaps the military, secret service, any other guys with guns just refuses to help him resist congress like they did when he tried to deploy the military after jan 6th.. but they seem to have already cleaned house at the pentagon, with hagseth getting rid of more people who aren't sufficiently loyal enough to do crimes and/or coup the fucking government for trump.

shit is getting scary.

trhway

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, and thus allowing for informed choice.

silisili

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.

potato3732842

Varies based on market. Where middle men actually do things and add lots of value they don't generally care.

When your value-add is fronting the cash for a container of something, doing paper pushing and sending the resultant product to an Amazon warehouse people will ask tough questions like "who are all these parties you're pushing papers to? What is their purpose and should they even exist in 2025" all of which is just a proxy for "if we fixed the system you wouldn't exist" and you can't really fault them for that.

trhway

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.

sgc

We need a browser extension that shows estimated tariffs based on "made in" info on the page.

iAMkenough

Amazon considered it as a separate line, the White House called it un-American, Amazon stopped considering it.

achandlerwhite

No they didn’t. If anything it was being discussed and most likely only for Amazon Haul, which is not normal Amazon.

That said I wish they would.

meesles

Source? I did not see this active anywhere, only mentioned.

taylodl

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

jillesvangurp

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 the ripple effect on banks via foreclosures of businesses and mortgages (like sixteen years ago).

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.

At least, I imagine the CEOs of GM, Ford, Boeing, etc. might have a thing or two to say about seeing China disappear as a market where they can do business to sell stuff or to source key components that they require for their own products. China was not being subtle rejecting delivery of a couple of new Boeing planes. And reductions in container traffic from China (which are the life blood of the US economy) are of course a very visible thing. And since container deliveries are critical for supply chains of most manufacturing that actually still happens in the US, that could get ugly really quickly.

Worst case all this triggers a recession. Those are rarely predicted accurately until after they've happened. But the signs aren't great and wall street is definitely nervous. A few stocks crashing because investors start panic selling could do the job. We're not there yet, but it got close a few weeks ago.

ryandrake

> Worst case all this triggers a recession.

Recession is probably the best case scenario. If only we get through this with just a recession!

The world's economic inter-dependence is one of the things that have kept World War 3 at bay for decades. Nobody's going to start a hot war with their neighbor when they rely on each other through trading. Russia shows what happens when you economically isolate a country with sanctions and force them to rely on themselves economically: It reduces one of the downsides of warfighting. Do we really want an isolated, independent and self-sufficient China?

dmitrygr

> The world's economic inter-dependence is one of the things that have kept World War 3 at bay for decades.

Common misconception that trade prevents war and war prevents trade. Turns out that it is wrong: https://www.cornellpress.cornell.edu/book/9781501782466/trad...

Teever

That isn't the lesson from Russia invading Ukraine.

The lesson from Russia invading Ukraine is that the presence of authoritarians anywhere is a threat to democracies everywhere.

The kind of people who crush freedom aren't content to just do so within their own borders and will eventually do so to others around them.

As such it should be the priority of all democracies to extinguish authoritarians whenever possible.

corimaith

>Nobody's going to start a hot war with their neighbor when they rely on each other through trading.

World War 1 begs to differ, hell even the Russian invasion of Crimea back in 2014 begs to differ. Economic interdependence dosen't stop authoritarians, it only threatens democracies with a larger margin for dissent.

immibis

So what you're saying is, there still won't be a world war, but everyone else might go to war with the US.

csomar

> 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 blow back but one wonder how many industries out there can't voice their concerns or are not aware of this.

jgeada

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.

rotexo

> 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.

Maybe. It is possible, though, that we are now in a situation like in the third Nolan Batman movie where Tom hardy puts his hand on the rich guy’s neck and says “do you feel in charge?”

sanderjd

Recession is the base case. The worst case is ... worse.

rvba

Why do you say "China was nor subtle by rejecting a plane"?

It was some semi private line, who would have to pay twice the usual price in a unfavorable market.

The part apparatchiks didnt need to order them. They just dont want to overpay.

roughly

> 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 sincerely hope you’re right, but all initial evidence is the oligarchs kissing the ring, not pulling the strings. Maybe when it becomes obvious that they’re not getting anything for all that abasement they change tacks, but nothing in the Trump era has suggested to me that these folks have the tiger by anything but the tail.

wing-_-nuts

>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.

BurningFrog

Dictionary definition of oligarchy: "a small group of people having control of a country, organization, or institution."

If you're "kissing the ring", you're not in control. The people with the ring are.

To spell it out, the US is not governed by a billionaire oligarchy.

jpadkins

is it not obvious the oligarchs control the globalist politicians and not the nationalists?

Is it controversial to say that if you really wanted to "fight the oligarchy", your policy positions would be pretty similar to the America first agenda (sans social issues)?

kolanos

> At least, I imagine the CEOs of GM, Ford, Boeing, etc. might have a thing or two to say about seeing China disappear as a market where they can do business to sell stuff....

They largely weren't doing this anyway due to Chinese economic policy. For example:

> Ford's market share in China has declined significantly.In 2024, Ford's market share was 1.6%, down from a peak of 4.7% in 2015. Over the past three years, Ford's average market share in China has been a modest 1.8%.

kccqzy

Ford is a bad example because the Chinese never really liked American cars. Before the EV boom they preferred BBA (Mercedes Benz, BMW, Audi). Right now it's homegrown brands.

Pharmaceuticals would be a slightly better example.

MaxPock

GM used to sell more cars in China than in the US .Same with VW , Mercedes and BMW

robomartin

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-...

cduzz

Whatever your hopes and dreams around domestic manufacturing, blanket tariffs capriciously imposed at random are unlikely to get any dream closer to reality, except perhaps the dream of total devastation of all manufacturing.

Let's look at what an actual domestic manufacturer has to say about tariffs[1]?

Oh, looks bad! Turns out, manufacturers import stuff, add value to it, and sell it for more money!

Hopefully we'll get more cast iron plants in Cape Cod. I'm off to the mill!

[1]https://www.vcstar.com/story/news/local/2025/04/09/trump-tar...

projectazorian

> 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.

I've now been around long enough to remember people saying this 10-20 years ago. Seems to be plenty of manufacturing still happening.

dehrmann

Why would the US and EU losing manufacturing be bad?

> How long can any country survive this kind of inequity?

What worries me more is that the US has been funding global military security through deficit spending funded by foreign investors (who got their dollars from US trade). We're cutting legs off that stool, so we might see more wars and a declining dollar, never mind fewer cheap imports.

hnaccount141

> 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.

These comparisons (and conclusions of one-sidedness) always leave the greatest benefit the US has enjoyed: access to a massive labor force willing to do work most Americans aren't[1] at wages lower than are Legal in the US.

[1] https://www.cato.org/blog/americans-think-manufacturing-empl...

apercu

You lost me at Kevin O’Leary. He’s historically been a dishonest and unethical snake oil salesman and I doubt he’s changed.

One of my career highlights was having him explain how much it will do for my career to do his project at a discount (I was helping a friend as a favor) and I told Kevin that it was just as likely to have the opposite effect.

Zamaamiro

Kevin O'Leary is not a credentialed economist.

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HFguy

I think you do a good job of high-lighting the underlying problem.

Which is not being discussed enough.

And that the current situation can go on a long time but not forever.

thehoff

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 the additional costs in place. And for that one blue shirt that’s still left, you’ll see a price hike,” Seroka said.

Workaccount2

This guy is not pricing in panic and irrational behavior. People do the dumbest shit when supplies start getting low and the news is non-stop talking about shortages.

taylodl

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.

everforward

I think the above quote is accounting for both constrained supply and reduced demand from rising prices. Vendors consolidate their product lines to remove redundant (ish) offerings due to reduced demand and the new difficulties in managing supply chains. I.e. a shirt may only come in 3 colors instead of 10, and it may be harder to get the popular color because vendors are less likely to keep a large stock in warehouses.

It doesn't violate market dynamics that I can see, though I'm far from an expert.

skybrian

One possible complication is that there’s quite a lot of waste that’s tolerated in pursuit of fashion and variety. (For example, Ross Dress For Less specializes in liquidating excess inventory.)

So I wonder how that plays out? My guess is that retailers take fewer risks when ordering, sticking with products that they know they can sell, even if prices are higher.

But they will still guess wrong sometimes.

treis

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.

pixl97

In addition tik-tok/insta are having post after post warning people that the shelves are going to be empty which tends to feedback into itself.

If you were going to buy 1 of X normally if you think X may be out for sometime you may end up buying 2-4 of X which will run the shelves out very quickly when 10-15% of purchasers do that unexpectedly. Other people see the shelves emptying and buy more too.

Going to be messy.

All I have to say is imagine if Biden did this, what the news would be saying.

XorNot

It takes exactly 1 "bare shelves" post on social media to kick off panic buying which cascades.

In fact it doesn't take much of a change in regular buying habits to cause that it it's all aligned in the same direction.

i.e. a chunk of the toilet paper "shortage" can just be every customer suddenly buying one more pack that day "just to be on the safe side". Your local supermarket isn't expecting that, so the shelves still clear out that day - then the last person snaps a pic for social media....

WillAdams

Yeah, my Great Aunt and her friends would coordinate their purchase of sugar for making preserves each year w/ the local grocer --- while each of them could have bought all they needed at once, his stocking couldn't accommodate that, so everyone would let him know when they would start, and stop, buying a 5 lb. bag each week for each year's preserves.

rc5150

It's that one person on the highway driving just a little too fast and a little too close to the person in front of them, then they tap on their brakes and it starts the chain reaction of 3 hours of bumper to bumper rush hour traffic.

cameldrv

Honestly I doubt that shelves will be empty. Retailers are ordering less stuff from China because they’re predicting that demand will go down when the price is higher. If retailers were marking stuff up roughly 100% and take the same markup (in absolute terms), everything from China will go up about 70%, and people will simply not be able to afford to buy as much stuff.

minitoar

No. The price insensitive shoppers will buy everything and the shelves will be empty.

croes

So I look for shirts and only find pants.

Not an empty shelf in the literal way but empty on my demand

lazide

Which will cause a significant revenue issue for the retailer.

And depending on how much you’ve thought ahead, a significant supply chain issue for you.

Notably, this is really going to screw everyone using JIT supply chains.

jp57

HN should have a feature where you can tag a prediction to come back for review after some period of time.

jdc0589

we need the reddit remindme bot

kergonath

No, we really don’t. We don’t need a bot bringing marginally positive value for a single person and shitting the bed, cluttering everything with stupid useless noise and bringing negative value for everyone else. "Be more like Reddit" is really not something HN should aspire to. If you like Reddit, it’s ok to be both there and here.

TheBlight

Please let's not make this place any more like Reddit than it's already become lately.

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evertedsphere

"Show HN: Automatic HN Prediction Market"

cryptonym

Trade war isn't real until shelves are empty and black market is blooming, like a regular war.

FuriouslyAdrift

This assumes domestic production does not ramp up to meet demand. Yes, prices will increase (pushing down demand).

I work for an org that does packaging (boxes, pallets, etc) for a whole bunch of manufacturing, ag, and retail firms (Tesla, Thyssenkrup, Target, etc.) and we are booming right now.

tomcar288

let's not forget, "In 2024, China supplied approximately 13.4% of the total goods imported by the United States, with a total value of $438.9 billion. " '

And those are heavily concentrated in certain industries like basic electronics, toys, etc.

in anycase, it'll be interesting to see how it plays out.

rs999gti

> the toilet paper

I guess these US manufacturers will need to step it up: Kimberly-Clark, Procter & Gamble, and Georgia-Pacific

toomuchtodo

The feedstock for toilet paper (wood pulp) comes from Canada.

https://www.yahoo.com/news/trumps-tariffs-on-canadian-lumber...

potato3732842

Paper is one of the things one should be least worried about.

We source chips from Canada because it's marginally cheaper to source it from there. It's not like the US doesn't have a ton of sources of wood pulp. Canada just has bigger cheaper sources (comparing like for like quality).

We also burn a lot of "less than ideal for paper" chips for energy rather than feed them into a paper mill, also for marginal cost per result reasons.

Wood chips suitable for paper pulp are also hugely elastic in the same way that recycled metal is. Huge volume is either directed into the supply chain or not based on marginal price. The people making every wood product are choosing what do with their waste based on chip prices and energy prices. Even your local tree service is choosing what to chip and where to dump based on economic conditions and balancing act between relative prices.

If you wanna be worried about something be worried about stuff we don't make much of in the US. Super high volume commodity widgets made from metal, all manner of electronics, etc, basically the kind of stuff where our only domestic capacity is super high dollar stuff to serve defense and aerospace.

torton

As we learned from COVID-19, manufacturers really don't like building new factories or even changing the tooling to support a different kind of product (such as commercial vs household toilet paper) for a short-lived surge in demand.

An antifragile solution would be learning to use a bidet.

selectodude

I've seen all three begin short-shipping us, especially on cheaper brands.

umanwizard

Who is “us”? Do you work for a grocery store?

wiether

With raw material coming from other countries, probably.

SwamyM

Genuine question but how likely is that to happen?

The media doesn't seem to be doing a good job articulating what the (likely) real world impact is going to be. I keep hearing how other countries are negotiating but when you look into the details, there is nothing of substance actually happening.

chunky1994

This is a good discussion around the supply chain issues that will likely be happening: https://youtu.be/-dgHWv-Dh6Q?t=1370

Ryan runs Flexport which is a supply chain company so its from the "source" if you will.

aaron695

[dead]

taylodl

I'm in the same boat as you, trying to figure out the impacts of all this. We're hearing reports that the ports are empty, and we know the CEOs of Walmart, Target, and Home Depot recently visited Trump to warn him of empty store shelves. The fact that these key ports are seeing reduced shipments corroborates their warning.

Meanwhile, Kevin Hassett, Director of the National Economic Council, said just yesterday that he doesn't believe any shelves will be empty due to retailers planning ahead for the supply disruption—directly contradicting what the CEOs of those retailers had warned Trump just a few days earlier.

I have serious concerns about the competency of this administration. The CEOs of major retailers have a vested interest in understanding supply and demand and have intimate knowledge of supply chains and retail channels. If they say shelves are going to be empty, then you can take it to the bank that shelves are going to be empty.

Everything is pointing to shelves being empty. What happens after the shelves start going empty is what has me concerned. It could be a minor issue, or it could lead to mass panic. My concern is that I have no confidence in this administration's ability to resolve any issues that may arise due to their actions. They're making the mess and are expecting us to clean it up after them.

tomcar288

the question is which shelves. Not ALL shelves. only 13% of our stuff comes from China. they might run out of toys and electric shavers but there will still be a lot left to buy.

duxup

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

rtkwe

Even if the future of the tariffs themselves were at all predictable many outlets are allergic to any connecting of dots. I saw an article from The Hill just yesterday that took the line that the RTO mandate for federal workers was an actual attempt to "improve productivity" at face value without an ounce of push back in an article about how poorly the RTO is going.

The big outlets are terrified to get on this admin's bad side because their current business wants to do a lot of mergers which have to be approved and the administration can tie those up for years on a whim so they're already lying down.

taylodl

More concerning: I don't think the administration really knows what will happen and I lack confidence in their ability to appropriately handle any fallout.

brookst

The specifics of predictions may change, but the supply chain shock doesn’t just evaporate. Trump could transform into a 100% rational, economically wise leader today and the impacts of the past few months’ insanity would still be felt for years. Those bullets are already in flight and can’t be recalled.

aaronbaugher

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 Covid lockdowns by Q4. There were shortages of toilet paper and eggs for a while, then there were surpluses and sales for a while, and then it smoothed out.

bongodongobob

It's already happening for certain products, but we don't see it yet. The shelves lag a couple months behind the actual purchases. For example, you are Walmart and buy a bulk order of something from China. The order processes a couple days later, then it sits and waits to be shipped for days lets say. It gets in the ship and takes 2-3 weeks to get here. Then it takes a couple days to be unloaded. Then it needs to get trucked to the main distribution center. Then it's packaged/processed and shipped to intermediate warehouses. Then from there, shipped to the store, sits for a few days-week then gets put on shelves.

Even worse is that depending on the product, you might not even be able to place an order from the importer because they are completely unable to actually price the things with all of the uncertainty right now. A friend of mine is a hearing device retailer/distributor. He tried to order way more than he usually does a month ago to get ahead of this. The order was denied because they said they have no idea how to price any of it. So he's just going to have to wait an indeterminate amount of time which then makes it impossible for him to plan. He has to jack up his prices to cover future potential price increases and to be able to keep the lights on if they run out of stock.

2OEH8eoCRo0

Well every time they speculate people pounce on them for being wrong, lying, fake news, etc.

We will see!

mstaoru

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"...

tim333

The 2.5-3x higher is probably temporary while people rush to ship stuff before the tariffs. It may get much cheaper shortly.

sailfast

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)

epistasis

That's also a far different route... Has demand for additional shipping to Europe gone up because of increased demand? Is it seasonal? Does the US army's fairly incompetent police action [1][2] against Yemeni Houthis have much impact?

I'm very curious!

[1] https://www.military.com/daily-news/2025/02/04/commander-of-... [2] https://www.theguardian.com/us-news/2025/apr/29/fighter-jet-...

consp

If the quote is higher, doesn't that mean the demand is higher and less empty containers are available? The EU does not have an extreme tariff on most products from china, only some. I guess I'm missing something here.

h2zizzle

Begging the question/speaking out of my butt: fewer empty containers may mean they're running fewer ships, not filling up the normal volume.

bluGill

Same number of ships, but they are skipping the shortcut through he Suez canal (and have been for a year) thus meaning they take longer and so can haul a lot less.

wing-_-nuts

This is fascinating. I wonder what impacts island nations like New Zealand are facing?

graeme

Interesting. Inspected more regularly by who?

nonethewiser

>And that's when you think "I'm far away from the US and the madness does not concern me"

But why would you ever think that?

spacemadness

If the assumed be negative indicators for the US economy come to light, and it’s made clear that the US has committed economic suicide, now with data, there aren’t going to be many safe harbors in the world for the average person.

dr_pardee

digdugdirk

None of these are easy, and none of them are free. Prices are going up regardless.

doctorpangloss

Ha ha, the ribbon manufacturer is about to get a lot more than they bargained for. Who the fuck is going to buy ribbon in a depression?

duxup

It will be interesting to see if retailers choose raising prices or if they lean more towards ... just not offering some things.

codingbot3000

Gilead might be in for empty shelves like Venezuela and Cuba :-D

duxup

I'll be sad, but amused, when Trump and Co declare that each state should build factories to fill their needs for basic products ... similar to proposals made during the economic collapse days in Venezuela.

taylodl

The United States has never had such incompetence in governance. Americans aren't accustomed to this degree of ineptness.

Loughla

I had a conversation with someone who I usually respect, and would say is an intelligent person. He's a trump supporter for the manufacturing support.

He said, "It's just not that hard to get these factories back to the states. We can get that done this month."

The amount of cognitive dissonance and just outright believing the lies is astounding.

Trump won't say that states need to build those factories. He'll tell governors that they're failures for not having done it already.

vjvjvjvjghv

I think it will be both. Raising prices for some goods because of tariffs (and adding some percent for good measure and profit) while also discontinuing others. It may go like the car market where cheaper options are slowly being phased out and the focus goes to higher priced vehicles.

jmyeet

For many goods a 145% tariff is a ban for all intents and purposes and no different to a 100% tariff or a 200% tariff. This is just more evidence (as if we needed it) that the administration has no idea what they're doing.

Certain goods are extremely high mark up. For example, clothing is typically 100-200% markup. So if you buy a $5 t-shirt and sell it for $15, the tariffed price is now ~$12. You may find retailers will sell that at $20, absorbing some of the cost on a temporary basis.

Also, many such retailers have already sought to diversify their supply chains (eg buying clothing from Vietnam and other places).

mindslight

Aliexpress is already displaying tariff-inclusive prices.

A curious dynamic: A seller importing a container of cargo to Amazon (or other US warehouse) has to pay the tariffs up front while trusting that dear leader won't lower the tariff amount before they can sell them. A seller that ships directly from China has a committed purchase with cash in hand by the time the specific tariff needs to be paid. I can see this leading to drastically less selection from US warehouses of long tail items that would otherwise sit around.

Speculation: I wouldn't be surprised if Aliexpress (/Choice) charges sellers a fixed fee based on the current tariff rates, but still covers whatever the tariff ends up being when the item arrives at the port, to make it really straightforward for sellers. The kind of eat-it investment you get in a society working to build up institutions rather than tear them down.

mystified5016

Prices never really came down after the COVID shortages, I really don't expect this round of shortage to be any different. Companies have a convenient excuse to jack up prices with the comforting lie that they'll go back down when shortages are over.

xnx

A retailer would be irrational to let stock run out instead of continuously raising prices.

ARandumGuy

For stuff that people need and will buy at heavily inflated prices, sure. But there are a lot of non-essential items that people probably won't buy if the price increases significantly. And for those items, I suspect a lot of stores will just let the shelves stay empty instead of spending a lot of money for inventory they can't sell.

ModernMech

Candy bars for example. They want to charge $3 for a single candy bar now, but no one wants to pay that much so they're selling them 2 for $5.

But retailers have studied that this trick isn't going to last because not everyone wants to buy candy bars in bulk, and they won't spend more than $3 for a single candy bar, which means if it goes any higher they won't by any candy bars at all.

9rx

The customer will only bear so much, though, so at some point the businesses that keep buying stock and raising prices will be left with stock that cannot be priced any higher, leaving it to be unloaded at a loss. That can be a far worse situation than not having any stock at all. Either way, it is an uncomfortable gamble.

teeray

Not enough greed: Stockpile in a back warehouse and raise prices on the two or three items per day you allow on the shelves.

duxup

Depends on the product and if your marketing is low prices do you want to be the one to first crank them up and get Trump all upset?

Kneedler

I was going to purchase a shipping container for my property in the US a few days ago, but the company I was talking with has raised their prices 70% over the quote I got 2-3 weeks prior.

kaikai

Oh no, I’m in the same situation and was wondering how this would affect the quote.

nonethewiser

Wouldn't there be an excess of containers?

bluGill

No because containers are in high demand overall. While the US is importing less, stuff to the EU is taking the long way around Africa and that means more containers are needed.

guywithahat

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

Workaccount2

This is something I am personally mixed about, working in electronics and having had boards made both domestically and in China.

The thing is that China is just really damn good at electronics manufacturing. Their tooling is cutting edge, their workers are career electronics manufacturing workers, and their supply chain is insane.

However I do have a feeling of "if you build it, they will come". But I think it would need to rely heavily on automation. And I'm also not sure how you would deal with the waste in the US. In China the volume is high enough to have local companies that deal with all the byproduct. In the US I would imagine you would have to pay through the nose to dispose of it through some small time contractor 6 states away.

rhcom2

These are the king of capabilities, like semiconductor manufacturing, that we want to have (at least some) locally for more reasons than just economics though. It seems like a national security issue.

aweiland

An on shore competitor to JLCPCB would be amazing. I assume most of the work is automated as well.

mystified5016

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 PCBWay's website. The best one I found was this ridiculously overbuilt system with an embedded 3D engine and one of those shitty 200MB web apps that take 30 seconds to register a click and breaks your back button.

USA is simply not competitive with China on PCBs. For small, cash strapped business, domestic manufacture has never been an option. I expect prices will only go up and up as our entire domestic capacity is absorbed by big corps that can afford the premium. I have no idea how us little guys are supposed to get boards now.

teeray

> I have no idea how us little guys are supposed to get boards now.

You're not supposed to. It's a backhanded way to quash all competition.

mlyons1340

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.

vaidhy

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.

bluGill

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)

danans

This Verge Decoder podcast interview with Flexport's CEO is a good take on the situation:

https://www.theverge.com/decoder-podcast-with-nilay-patel/64...

rtkwe

The general disruption could wind up blocking or delaying even goods that are still viable and profitable or simply only available from China under the tariffs simply because the ships themselves are only viable if they are fully loaded so they'll wind up not coming to the US for long gaps if the broader "reciprocal" tariffs stop other SEA traffic as well.

Havoc

There is a good yt channel that deciphers all shipping related news (collisions, cable cuts etc) and makes it more digestible to non-sailors like me here. Definitely recommend.

https://www.youtube.com/@wgowshipping

He pointed out that these stats are week on week so tend to understate how big the drop really is on a more long term scale

[not affiliated, just like the channel]