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THE PROBLEM OF SUPPLY CHAIN OBSTRUCTION IN THE UNITED STATES IS WORSENING

RECENTLY, THE ISSUE OF SUPPLY CHAIN DISRUPTIONS IN THE UNITED STATES HAS BECOME INCREASINGLY PROMINENT, WITH PORT OVERLOAD AND A SHORTAGE OF TRUCK DRIVERS UNDER THE EPIDEMIC SITUATION, EXACERBATING THE PROBLEM OF SUPPLY CHAIN DISRUPTIONS IN THE UNITED STATES. AT THE DEEPER LEVEL, THE UNCERTAINTY BROUGHT ABOUT BY THE US GOVERNMENT'S ECONOMIC POLICIES AND RESPONSE MEASURES OVER A PERIOD OF TIME HAS ALSO MADE IT DIFFICULT TO SOLVE SUPPLY CHAIN PROBLEMS IN THE SHORT TERM.OUTSIDE THE TOP TWO CONTAINER PORTS IN THE UNITED STATES, LOS ANGELES AND LONG BEACH, THERE WERE STILL DOZENS OF CONTAINER SHIPS WAITING TO ENTER AND UNLOAD ON THE 27TH, WITH THE LONGEST ONE WAITING FOR 38 DAYS. THE SITUATION INSIDE THE PORT IS EVEN MORE PESSIMISTIC. THE TIME A CONTAINER SPENDS WAITING TO BE MOVED IN A PORT YARD IS CALLED "DWELL TIME". THE DWELL TIME AT THE PORT OF LOS ANGELES IS CURRENTLY AT A HISTORIC HIGH, WITH LAND TRANSPORTATION STAYING FOR OVER 6 DAYS, RAIL TRANSPORTATION FOR NEARLY 12 DAYS, AND TRUCKS LOADED WITH EMPTY CONTAINERS WAITING FOR 8.5 DAYS TO UNLOAD FROM VACANT CARGO YARDS. THE PORT CARGO YARD IS OVERLOADED, AND A LARGE NUMBER OF CONTAINERS HAVE FILLED THE YARD.IN ADDITION TO THE SHORTAGE OF FREIGHT YARDS, THE NUMBER OF TRUCK DRIVERS IS ALSO LIMITED. THE LATEST DATA FROM THE AMERICAN TRUCKING ASSOCIATION SHOWS A NATIONAL SHORTAGE OF 80000 TRUCK DRIVERS, A RECORD BREAKING SHORTFALL. IN ADDITION, THE LACK OF TRUCK SPARE PARTS, TIRES, ETC. ALSO TROUBLES FREIGHT COMPANIES, AND THE SHORTAGE OF THESE MATERIALS ITSELF IS A CONSEQUENCE OF POOR SUPPLY CHAIN.ANALYSTS POINT OUT THAT THE TRADE WAR INITIATED BY FORMER US PRESIDENT TRUMP IS ONE OF THE REASONS BEHIND THE SUPPLY CHAIN PROBLEMS THAT HAVE EMERGED IN THE CONTEXT OF THE PANDEMIC. ACCORDING TO PROFESSIONAL LOGISTICS MEDIA IN THE UNITED STATES, THE FUNDAMENTAL PROBLEM AT PRESENT IS THAT THERE ARE MORE PRODUCTS BEING TRANSPORTED THAN EVER BEFORE, EXCEEDING THE CAPACITY OF THE SYSTEM'S INITIAL DESIGN. AS A MAJOR CONTAINER PORT IN THE UNITED STATES, THE PORT OF LOS ANGELES IS EXPECTED TO HANDLE 10.8 MILLION TEUS THIS YEAR, AN INCREASE OF 17% FROM LAST YEAR AND SETTING A RECORD HIGH SINCE ITS OPENING.THE US MEDIA FORBES POINTED OUT THAT THIS ROUND OF SUPPLY CHAIN PROBLEMS BEGAN WITH THE TRADE WAR INITIATED BY TRUMP. AMERICAN COMPANIES RUSHED TO STOCKPILE INVENTORY IN ORDER TO AVOID INCREASING TARIFFS, PUTTING INITIAL PRESSURE ON LOGISTICS. IN ADDITION, THE COVID-19 EPIDEMIC HAS MADE THE GLOBAL LOGISTICS INDUSTRY LOSE PREDICTABILITY AND ACCURACY. AT THE END OF LAST YEAR, CRACKS IN THE US SUPPLY CHAIN HAD ALREADY APPEARED, BUT WASHINGTON WAS TOO BUSY WITH PARTISAN STRUGGLES TO TAKE THEM SERIOUSLY. UNTIL TODAY, PROBLEMS HAVE APPEARED IN EVERY LINK OF THE ENTIRE CHAIN.ANALYSTS POINT OUT THAT THE DEMAND FOR HOARDING GOODS BY BUSINESSES HAS A GREATER IMPACT ON THE SUPPLY CHAIN COMPARED TO THE GROWTH IN CONSUMER DEMAND. FOR SOME COMPANIES THAT HAVE FACED LOW INVENTORY CRISES, ENSURING SUPPLY HAS BECOME A TOP PRIORITY AT PRESENT. THIS IS A DEEPER CAUSE OF SUPPLY CHAIN OVERLOAD.SOME ANALYSTS BELIEVE THAT TO SOLVE THE SUPPLY CHAIN PROBLEM, WE NEED TO RE EVALUATE THE SUPPLY SIDE AND THE DEMAND SIDE TO FIND A RELATIVELY FIXED BALANCE POINT, BUT THIS PROCESS WILL BE DISTURBED BY FACTORS SUCH AS THE REPEATED COVID-19 EPIDEMIC. WHAT IS EVEN MORE WORRYING IS THAT THE US ECONOMIC POLICIES ARE UNSTABLE, ESPECIALLY ITS CONTINUOUS ATTEMPTS TO MANIPULATE TRADE POLICIES AND RESTRUCTURE THE GLOBAL INDUSTRIAL CHAIN. THIS WILL RESULT IN SUPPLY CHAIN SUPPLY AND DEMAND DATA OFTEN AND FOR A LONG TIME BEING IN AN ABNORMAL STATE. IN THIS SITUATION, ABNORMAL SUPPLY CHAIN LOAD IN THE UNITED STATES MAY BECOME THE NEW NORMAL.