this post was submitted on 27 Apr 2025
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From what I'm reading, the troubles should start to pick up now; harbors being quieter, truckers not having work, ... Are any shortages noticeable yet?

ETA:

Source: https://paulkrugman.substack.com/p/trump-is-a-virus

Businesses have been filling their inventories. That's ending now. Economic pain in terms of job losses should accelerate now. It will still take up to a few weeks before inventories run empty, and the full impact hits consumers. Even a full reversal of Trumpism couldn't prevent knock-on effects that last into next year.

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[–] [email protected] 7 points 3 hours ago (2 children)

OP’s data shows the U.S. is stocking up tremendously in April, and then maintaining year-on-year patterns after that with a slight downturn that doesn’t even compensate for April’s glut.

I haven’t seen this data before but it shows the opposite of the shortage I was expecting.

[–] [email protected] 2 points 3 hours ago

May still be a few weeks more before it's critical then.

[–] [email protected] 0 points 2 hours ago (1 children)

You seem to be misreading that.

[–] [email protected] 2 points 1 hour ago (1 children)

Please correct me, then. The surprising moment came when I noticed the vertical axis is for year-on-year change and not raw tonnage.

[–] [email protected] 1 points 18 minutes ago

Yes. It goes from much higher than last year to much lower.