Out of the roughly 3.5 million truck drivers on the road in the U.S. today, 140,000 could be removed from service under the Trump administration's new ELP requirements. 

Goldman-Sachs predicts that AI will drive a 160% increase in data center power demand by 2030, and require an estimated $720 billion in upgrades to global power grids to account for that growth.

"Shifting timelines means shifting volume," Port of LA executive director Gene Seroka said, predicting that lower inventories and higher prices are likely to become the norm headed into the holiday shopping season.

A port operating at 90% of capacity generates a lot of inefficiencies, with increased dwell times that can quickly create delays further down the supply chain. 

The USTR also has yet to provide details who would be collecting the fees, or how the money would be directed back into U.S. shipbuilding, said World Shipping Council CEO Joe Kramek.

Until businesses gain a clearer picture of the administration's trade strategy and timeline, the cycle of uncertainty is likely to persist, keeping supply chains fragile, costs unpredictable, and decisions on hold.

Without certainty, it's impossible to make the difficult decisions needed to mitigate any potential impacts from tariffs.

When volumes slow at ports, the ripple effects are felt everywhere, from longshoremen getting fewer hours working on docks, to truck drivers who suddenly don't have any cargo to move.

De minimis imports have surged dramatically since 2018, with China accounting for nearly two-thirds of 2.3 billion duty-free shipments between 2018 and 2021.

The infrastructure to educate and entice manufacturing workers simply doesn't exist, while the Trump administration has sought to deport the very people who would want those jobs the most.