Looks like the effects of the tariffs are being felt in the ports now rather than just rumors and pictures of mystery ships. "Officials are concerned not just about the lack of vessels leaving China, but the speed at which that number dropped." I wonder how much of this is choreographed to coincide with the opening of USA-China negotiations this weekend. "Not a single cargo vessel had left China with goods for the two major West Coast ports in the past 12 hours. That hasn’t happened since the pandemic." I am not sure what level the tariffs need to be reduced to but I doubt 80% gets us back to full shipping lanes. Even the flat 10% us going to feel like heavy inflation and affect consumer spending.
[https://www.cnn.com/2025/05/10/business/zero-ships-china-trade-ports-pandemic](https://www.cnn.com/2025/05/10/business/zero-ships-china-trade-ports-pandemic)
