Reader
04/25/2025 (Fri) 13:03
Id: 0161b3 (2) Prev Next
[Preview]
No. 28462 [Hide User Posts] [X]
del
>>28461 [2/2]
The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China-to-USA trade shut down over Tariffs.
It takes ~30 days for ocean shipping containers to go from China to Los Angeles. ~45 days to Houston by sea. ~45 days to Chicago by train. ~55 days to New York by sea.
That means that there are still no economic / supply-chain effects of what was done on April 10th until about May 10th.
All this will start in the Los Angeles area. After about 2 weeks, it’ll start hitting Chicago and Houston.
Let’s say the White House, after 3 weeks, changes its mind, on May 31st. “This isn’t working out like we thought it would. Tariffs back to 0.” Let’s say China says “bygones be bygones, we’ll go back to how things were”. Let’s say every factory in China that got screwed by their orders being cancelled says the same thing “no problem, we’ll make and ship.”
The problem is, even under the most favorable conditions of China and the factories restarting economic ties as though nothing happened, it will be at least another 30 days before economic activity is revived. And that’s just in LA. In Chicago/Houston, you’ll need to wait another 45 days after the manufacturing/shipping restart.
The whole situation is a bit like the COVID lockdowns. Once you shut down, it takes a long time to get economic activity back to where it was, if you ever can. I began warning you of this last week. I even posted stories about it, strongly suggesting you get the products you need and get done: the repairs of things like cars, and replacement of things like Home Appliances, while there is still stock of those items here in the USA. I warned, the freight activity here in the US is already dropping like a rock, and that means inventories are being drawn-down. Things are going to start running out. Now that I have the time-line for typical ocean freight, as reported above, we can now logically assess the timing of the trade tariff impacts here in the USA.
Message too long. Click here to view full text.