The first Chinese products subject to Trump’s 145% or more tariffs have begun arriving at US busiest ports in Los Angeles and Long Beach. In total, 12,000 shipping containers are in the first fleet of Chinese freighters with goods such as Amazon, Home Depot, IKEA, Ralph Lauren, Tractor Supply, Procter & Gamble, LG, Samsung and more. President Trump said Friday that he may be willing to cut China’s tariffs to 80%. Justin Sullivan | Getty Images News | Getty Images
The container ship was docked in the Port of Los Angeles in San Pedro, California on May 6, 2025.
More than 12,000 shipping containers subject to the 145% or more tariffs collected by President Trump are in the first fleet of Chinese freighters arriving at the ports of Los Angeles and Long Beach.
According to the arrival of vessels tracked and aggregated by Marinetraffic, a total of seven vessels that left China after the announcement of tariffs of more than 145% are currently in the busiest port in the country for container traffic from Asia. Five more cargo ships are expected to arrive.
Amazon, Home Depot, Ikea, Ralph Lauren and Tractor Supply have Chinese products in these containers, spanning a wide range of consumer items.
In addition to household items, apparel and furniture, Amazon has imported a variety of products on behalf of sellers, including refrigerators, fried foods, mouse pads, bookshelves, and living room sofas.
Tractor supply cargo includes portata drum fans, garden tools and men’s work boots.
The lamps and ceiling fans are being processed through Home Depot’s customs office.
A spokesman for Tractor Supply introduced a recent revenue call on April 24, which pointed out CNBC’s “notable uncertainty” as a result of tariffs. “Tractor supply is actively working with vendors and supply chain partners to navigate the impact of recently announced tariffs while also monitoring the broader macroeconomic factors affecting our customers,” the spokesman said.
IKEA Furniture; Speedo Swim Goggles and Swim Caps; Procter & Gamble Tissue Holders; Samsung printed circuit boards, microwaves, refrigerator parts. Ralph Lauren sweater, cashmere, blazer. Shoes doctor at Martens Airwair. Samsung microwave and refrigerator parts. LG washing machine, air conditioner, range, refrigerator, dishwasher. Bauer hockey sports equipment. Lenovo Computer Parts; Baleo North American Auto Parts. The headset and computer keyboard for the Polaris were all one of the Chinese containers.
For many businesses, products in categories that are deemed essential for replenishment are brought about despite concerns about consumer demand and slowing the economy.
In a statement sent via email, Amazon said it is collaborating with “a wide range of valued sales partners in our stores to help our customers adapt to an evolving environment while maintaining a wide selection and low prices.”
Home Depot was in a quiet time before releasing its quarterly results, referring CNBC to an existing statement citing “A Fluid Environment.”
“We are monitoring developments with our vendors and work closely together to manage them with the goal of being an advocate for customer value,” a spokesman for Home Depot said.
China’s freight container traffic decreases
Trump on Friday suggested he would be willing to lower China’s tariffs to 80% ahead of major trade talks.
“China’s 80% tariffs seem right! Until Scott B,” Trump said in the Truth Social Post, referring to a planned meeting with the Swiss Treasury Secretary from China and his counterparts from China this weekend.
Brian Bourke, global chief commercial officer at Seko Logistics, told CNBC that his clients continue to struggle to understand how all of the various customs clauses stack up, or in some cases, how they can be cancelled from each other.
“The disruption has led them to continuously change and update their scenario plans and freeze other decisions for the business they make,” Burke said. “We cannot change the pricing of items already sold and arriving in June or later, as well as the amount of new customs clauses announced.”
The number of freighters and shipping containers heading from China to the US has plummeted since the tariff announcement in early April.
Crossing trade routes across Asia North America’s West Coast and Asia North America’s East Coast, there were a total of 90 blank sails in April and May, according to Marine Intelligence. The Ocean Alliance (a freight consortium that includes Cosco and OOCL, Taiwan-based Evergreen and French-owned CMA) accounted for 48 of those cancelled sailing.
Bookings have fallen in the 30% to 50% range, according to logistics providers and ocean carriers.
In addition to the decline in vessel sailing vessels as a result of suspended production orders from shippers, marine airlines use small vessels to move trade. Along with the Gemini Alliance (comprised by Maersk and Hapag Lloyd), MSC, the world’s largest marine airline, is one of the freight companies using small vessels between the Asian and North American West Coast routes.
CANERIANCE container capacity fell 26% year-on-year, while MSC fell 28% year-on-year, according to Sea-Intelligence data analyzing the impact of cancelled sailing and vessel changes.
Burke said that once shippers have brought and finished bringing in what they consider essential stocks, they are in varying degrees of “waiting” mode in their supply chain, continuing to cancel orders from China. “What happens when the accumulated safety stock disappears?” Burke said.
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