China-to-U.S. bookings have declined 60% since April 9. Petersen said that for the first time since his company was launched more than a decade ago, Vietnam is a bigger origin point.
And ocean carriers have been canceling sailings across the Pacific Ocean to the U.S. Almost 30% of such journeys were canceled for the week ended May 4, according to Flexport. At the Port of Los Angeles, imports are expected to fall 35% this week compared with a year ago.
“That’s going to have a huge impact on the logistics industry,” Petersen said. “Consumers probably won’t see this until later.”
35% fall i import til USA sammenlignet med samme uke et år tidligere siste måneden i april er ganske drøyt. Endel vil være importert “på forskudd”, men mye vil jo rett og slett nå være utsatt/kansellert på ubestemt tid.