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I don't get the empty ports narrative.

Yes, there have been photos of empty ports. But there number of ships headed into the US hasn't fallen yet¹, and tax changes take a up to a few months to reflect on the arriving trans-continental traffic.

So, are those some ports specialized in short distance commerce? Maybe domestic commerce?

1 - They notoriously have recently started to leave half-full. What means they'll need less time at the ports by June. That shouldn't make a difference now.



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