Container ships are biggle at the port of Los Angeles on May 06, 2025 in San Pedro, California.
Justin Sullivan | Getty Images News | Getty images
More than 12,000 shipping containers who are subject to 145% -Plus Tariffs collected by President Trump are on the first flotilla of Chinese freight ships arriving in the ports of Los Angeles and Long Beach.
In total, seven ships that left China after the announcement of the 145% prices The two most frequented ports of the nation For container traffic from Asia, according to the arrivals of ships followed and aggregated by Marinetraffic. We expect five additional freight ships to arrive in the coming days.
Amazon, Home Depot, Ikea, Ralph Lauren and Supply Tractor are among the companies with Chinese products in these containers, covering a wide range of consumption items.
In addition to household items, clothing and furniture, Amazon Imported a wide variety of products on behalf of sellers, including refrigerators, fries, mice, shelves and living room sofas.
Tractor supply Expeditions include portable drum fans, garden tools and men's work boots.
Ceiling lamps and fans have been treated through customs to Home Depot.
A spokesperson for the tractor offer returned CNBC to his Recent income call On April 24, when the company stressed “notable uncertainty” due to the prices. “Tractor Supply is actively working with its supplier and partners in the supply chain to navigate the impact of recently announced prices, while monitoring wider macroeconomic factors having an impact on its customers,” said the spokesperson.
Ikea furniture; Speedo swimming glasses and swimming caps; Procter & Gamble fabric supports; Samsung printed circuits, microwaves and refrigerator parts; Ralph Lauren Sweaters, cashmere and blazers; Dr Martens Airwair Footwear; Samsung microwaves and refrigerator parts; LG washing machines, air conditioners, ranges, refrigerators and dishwasher; Bauer Hockey Sporting Goods; Lenovo computer parts; Automobile parts for Valeo North America; and helmets and computer keyboards for Polariswere all of the Chinese container products.
For many companies, the product categories deemed essential to reconstruction are aroused despite the concerns about consumer demand and an economic slowdown.
Amazon declared in a press release sent by e-mail that he worked with his “wide and varied range of precious sales partners in our store to support them by adapting to the evolving environment while maintaining a wide selection and low prices for customers.”
Home Depot is in a period of calm before the announcement of its quarterly results and returned CNBC to an existing declaration citing “a fluid environment”.
“We, as well as our suppliers, monitor the developments and we will work in close collaboration to manage in order to be the lawyer of our customers,” said a spokesperson for Home Depot.
Decline of Chinese freight container traffic
Asset Suggest Friday before Key trade negotiations That he was ready to reduce prices on China At 80%, a rate of many companies would probably still consider as extremely high.
“The 80% price on China seems right! Until Scott B,” said Trump in a Social truth Post, referring to a meeting planned between the secretary of the Treasury Scott Bessent and the counterparts of China in Switzerland this weekend.
Brian Bourke, world sales manager of Seko Logistics, told CNBC customers to fight to understand how all the various tariff provisions are stacked, or in some cases cancel each other.
“This confusion has led them to modify and continuously update their scenario planning, freezing all the other decisions for the company they are taking,” said Bourke. “Many of our customers have evaluated and sold their products or projects before the announcement of the pricing amounts, and with speed and severity as well as the quantity of new pricing provisions announced, they are unable to modify the price of the items that have already sold and arrive in May and June, or beyond.”
The number of freight ships and shipping containers led to the United States from China has dropped since the prices in early April.
Through Asia-North of West America of the West Coast and America in America, the East Coast, there were a total of 90 virgin navigations in April and May, depending on maritime intelligence. The Ocean Alliance (a freight consortium comprising Cosco and Oocl belonging to the Chinese, Taiwan, Evergreen and CMA belonging to the French) represented 48 of these canceled navigations.
Reservations are down 30% to 50%, according to logistics suppliers and ocean carriers.
In addition to the decrease in shipbuildings due to manufacturing commands in sender pauses and fewer containers to fill, ocean carriers use smaller ships to move trade. MSC, the largest ocean carrier in the world, as well as the Gemini Alliance (composed of Maersk and Hapag Lloyd), are among the freight companies using smaller ships between the roads of the west coast of America in Asia-North.
MSC has reduced its container capacity by 28% from one year to the next, according to data on maritime intelligence analyzing the impact of cancelled navigation and ship changes, while the capacity of Ocean Alliance containers is down 26% from one year to the next.
Bourke said that once the sender has finished reporting what they consider as essential actions, they are in various fashion degrees “wait” with their supply chains and continue to cancel the orders of China, which led generalized fears concerning the shortages of products and the potential for empty shelves. “What happens when the security stocks that had been built disappear?” Said Bourke.
