What Next | Daily News and Analysis Yes, Shelves Will Be Empty
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May 8, 2025 Christopher Mims, a Wall Street Journal tech reporter and author of 'Arriving Today', dives into the looming crisis in U.S. supply chains. He discusses how Trump's tariffs could lead to empty shelves, skyrocketing prices, and even layoffs. Mims explores the vulnerabilities exposed by the COVID-19 pandemic and the challenges faced by small businesses amidst these economic shifts. He also unpacks the ripple effects of tariffs on consumer behavior and the emotional toll of rising costs this holiday season.
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Supply Chain Complexities Revealed
- Supply chains involve complex long-distance journeys and many handoffs before products reach consumers.
- Current signs at the Port of Los Angeles indicate serious disruptions with fewer shipments and lighter cargo loads.
Inventory Running Out Soon
- American stores have only 5-7 weeks of inventory left before shelves start emptying.
- Expect blank shelves in stores soon if shipments don't catch up.
Single Part Can Halt Production
- Many complex products rely on parts made exclusively in one region worldwide.
- Shortages of a single crucial part can halt production of entire goods like cars or smartphones.
