Originally published at: All eyes on Los Angeles with tariff impact looming - FreightWaves
Southern California is at the epicenter of freight coming from China. Domestic demand patterns have not changed much since “Liberation Day,” but no one expects this to last.
Zach, so if CA inbound is down 45%; but is somewhat replaced via Vietnam, etc; what is the net inbound reduction looking like (China decrease plus Vietnam etc increase)? I’d guess net total reduction in inbound containers is at least 25% less ; total scheduled arrivals from China, Vietnam, etc. Close? If so? Huge effect ; will drastically change leverage for rates; both truckload and intermodal.
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I would love to know total container dip each month while the new deals are negotiated.
With “Liberation Day” tariffs , Apr 2 ; of 125% vs China; and lack of ships into CA ports just now appearing; means there will be a one-month huge downturn in freight into CA; even if tariffs taken way down today. Will make for a nasty 2Q! Already too late to change that; with a one - month dwelll ; orders from China - to - arrival to US ports. We’re not at bottom yet. Thankfully SE produce is keeping the SE region healthy, for a while
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