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Zero Hedge
ZeroHedge
25 Apr 2025


NextImg:Trade War Shock Looms For Port Of Los Angeles As Goldman Identifies Most-Impacted Products

Our latest trade war tracking coverage of critical U.S.-China supply chains shows that China's export manufacturing base has already been severely impacted, with shockwaves thundering across the Pacific. Ports along the U.S. West Coast—particularly the Port of Los Angeles—are now bracing for a sharp plunge in containerized imports in the coming days, if not the next few weeks. 

On Friday, new data from Port Optimizer, a tracking system for vessel operators, showed that scheduled import volumes into the Port of Los Angeles are set to decline sharply beginning on Sunday.

Let's review what's transpired this month: 

Also on Friday, Goldman's Jack McFerran provided clients with a "China Export Tracker" produced by Trina Chen, head of China research and Asia commodities at Goldman. 

"She has created a tracker and working with 46x corporates with products representing 70% of the China export value to gauge the speed and size of changes as they happen," McFerran said.

He said this data provides clients with early reads on trade disruptions

A breakdown of Trina Chen's key products in her tracker coverage... 

The trade war shock is set to hit U.S. West Coast shores momentarily, with the first impacts expected at the Port of Los Angeles.

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Meanwhile, leftist U.S. corporate media, ABC, NBC, CBS, NPR, etc... has been silent about the unfolding economic mess crushing Chinese exporters as Democrats save headlines and quietly hope to pin a potential 'Great Depression' on Trump.