The supply chain data says that the stagnation of the tariff accommodates almost all American exports

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An empty container ships from COSCO shipping to a container station in Qingdao, East China’s Shandong Province, on Wednesday, April 16, 2025.

China’s feature Future publishing Gety pictures

What started to serve as a rapid decrease in US imports like the two trucks Cut applications from manufacturing partners The world has now spread to the stagnation of export across the country, as it has achieved the American agricultural sector and the highest agricultural products, including soybeans, corn and beef, more difficult.

The latest commercial data shows that the United States segment is exported to the world, and China in particular, which began in January now extends to most of the American ports, according to the commercial follower, who analyzed US container reservations for export for a period of five weeks before the president Donald TrumpThe customs tariff and the five weeks that preceded the definitions began.

It was the agricultural sector Warning from “crisis” Ports data show more evidence of the inability to transfer the product to the global markets. Portland Port, Oregon, tops a 51 % decrease in exports, while Takoma, Washington, a large agricultural export port, witnessed a decrease of 28 %. It includes the best Tacoma destinations for corn, soybeans and other exports of AG Japan, China and South Korea.

Some outlets have not witnessed a small decrease yet, such as Houston Port and Seattle Port, by 3 % and 3.5 %, respectively. But what is clear, according to Ben Terry, Vice President of Strategic Business Development at Vizion, “is that we are almost exports have achieved great success.”

Commercial data shows a decrease in more than 17 % in the port of Los Angeles, while the port of Safana, Georgia – the US Higher Port for the export of agricultural goods that was exported in containers in 2025 – decreased by 13 %, and the port of Norfolk, Virginia, decreased by 12 %, according to Vizion.

Auckland, California, plays an important role in exports as the pioneering port of international refrigerated goods. American agricultural exports are also leaving Los Angeles, Long Beach, California, New York/New Jersey, Houston and Sayattle/Tacoma.

The slide is associated with exports Retreat Upon reaching the United States, where companies throughout the economy cancel manufacturing orders, send Chinese factories and shipping ships to a decline, as well as changes in global demand related to American trade policy. American imports continue to decrease, with Vizion’s port data tracking a 43 % decrease per week in containers from the week from April 21 to week from April 28.

“We have not seen anything like this since the 2020 summer disturbances,” said Kyle Henderson, CEO of Vizion. “This means that the goods expected to reach during the next six to the next eight simply. With the high costs of driving the tariff, small companies stop requests. The products that have moved reliably moved now twice, forcing importers to difficult decisions,” he said.

“Seven” retail stocks forward

Retail traders urged consumers To buy sooner, not later, data from Bank of America Global Research indicates the reason that this is the right step. Its latest forecast shows that the number of container ships received to the Los Angeles port will witness a sharp decrease in May, with the escalation of commercial turmoil that leads to a 15 % -20 % decrease in US container imports from Asia in the coming weeks.

In a note for customers, Bank of America warned that the percentage of retail lists to monthly sales was not especially high, and at the same time, consumers were buying expected to high prices and product selection lack.

Based on the data reviewed on retail payments for transport and shipping companies, there was no large slope in stocks after the front load that occurred earlier this year, and supply disorders may be looming on the horizon.

“We believe that retail stocks may appear in reality” meager “in the coming months,” said the Bank of America’s report.

I found that many retailers have only sales from one to two months of sales in the stock, and any of the unexpected request or disturbances in the offer can quickly affect what the retailers can offer to the commodity and prices imposed.

that it A pivotal time of the year For holiday shopping season, when requests are usually placed. The supply chain turning point – where the success of the holiday is closed or left to the coincidence – is June.

“Retaires are closing the capacity now, especially in the fast sectors such as games, consumer electronics, and fashion, giving themselves the runway to great formations later without the clock race,” said Tim Robertson, CEO of DHL Global Forwarding. “It is not about paying an additional volume, it is related to the flow sequence – a balance between ocean options, air, and multi -media, building temporary stores for surprises related to work or weather, and using real time data for transformation if the demand is converted,” he said. He added: “The brands that June treated as a strategic deadline, instead of the stampede that was the last entry, will be the ones that fill the shelves, and do not chase them when consumers start shopping in November.”

Captain Kepling Littite, CEO of South California Maritime Exchange, warned in a recent statement that the decline in expatriates in the bowl and the sizes of lighter containers coming to the United States will translate into an extra capacity of work, trucks, trains and others in the supply chain who “will be of work due to decisions in magical areas.”

Louttit indicated that only 14 ships reached the last three -day period. The level of “normal” activity in a three -day period will be 17 ships.

The Huawei headphone lining operator reduced its forecast for 2025 on Monday, citing definitions, organizational measures for global trade, the American economy and other geopolitical issues.

Matson, who provides urgent service from China to Long Beach, California, said that since the implementation of the customs tariff in April, the company’s container has decreased by about 30 % on an annual basis.

“Besides a limited vision of our request, we expect the size of the containers and average rates in the second quarter less than the year,” Matson CEO, Matt Cox, said. He said: “At the present time, it is difficult to know if these low -size levels are transient or will continue for a longer period in 2025, and it is possible that the period of low demand for active negotiations that take place through the supply chain, and the timing of possible adjustments to the definitions.”

Cox said that the company is working with Asian transfer partners, as its customers are looking for options to diversify and develop their manufacturing sites. “Many of our customers moved to the strategy of” China Plus “a few years ago to diversify their operations, and we expect this trend to continue,” he said. “We will continue to follow our customers while re -putting their manufacturing fingerprint in response to changing definitions as part of the” water basin “strategy in Asia.

Seroka Jin at Los Angeles Port on the effect of customs tariffs: Retail dealers remain about 5-7 weeks of the remaining complete inventories



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