A lot of these ships should start showing up on the US coasts in four to six weeks. Some (myself included until recently) were hoping for spot container rates to move as a result. If they do not, FreightWave’s interpretation will have been proved to be accurate - that between bloated inventory and rerouting to other ports, this is not the catalyst we were hoping it would be.
There may still be a positive impact in a month on internal trucking/logistics, that we are tracking here.