最依赖对华贸易的美国港口依然忐忑不安

Core Viewpoint - The article discusses the impact of the recent 90-day tariff "truce" between the U.S. and China on the Port of Los Angeles, highlighting the uncertainty in trade and the potential consequences for shipping and employment in the port [1] Group 1: Trade and Shipping Data - The Port of Los Angeles derives nearly 45% of its business from China, indicating a significant reliance on Chinese trade [1] - In April, the port's container throughput increased by 9.5% year-on-year, despite a 3% decline in exports and a 5% increase in imports [1] - The increase in imports is attributed to importers rushing to secure goods before tariffs are reinstated, reflecting a "shipping panic" [1] Group 2: Employment and Shipping Operations - In the first week of May, inbound container cargo volume at the Port of Los Angeles plummeted by 30%, showcasing the immediate impact of tariff uncertainties [1] - The port anticipates nearly 80 ships to arrive in May, with 17 already canceled, and 10 voyages canceled in June, leading to reduced demand for dockworkers [1] - The uncertainty surrounding tariffs is causing companies to expedite orders, with one clothing startup founder expressing concerns about potential shortages and delays [1] Group 3: Future Outlook - The "truce" has led to a temporary increase in container bookings, but future bookings for the next three weeks are only expected to be 80% of the usual volume for this time of year [1] - This decline in bookings may result in lower inventory levels, reduced consumer choices, and potentially higher prices for goods [1]