"Don't Look at Stock Markets. Look at the Ports." [View all]

[moniss]

This is the headline from an article in "The Atlantic" dated 05/03/25 with a byline from Juliette Kayyem. It's behind the paywall but in the opening are some sobering things to contemplate. Eugen Seroka is the executive director of the Port of Los Angeles and on April 24th he made a statement quoted in the article:

"Essentially all shipments out of China for major retailers and manufacturers have ceased."

Supply chains for those goods will be greatly disrupted as well. The normal predictable flow of product sales and the scheduling of production and delivery of raw materials to manufacture those goods gets disrupted.

Here is a handy little graphic from a supply chain site called "Supply Chain Today":

?resize=1536%2C1536&ssl=1

https://www.theatlantic.com/economy/archive/2025/05/trump-tariff-shipping-ports/682673/

https://www.supplychaintoday.com/10-ways-tariffs-disrupt-supply-chain/