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Also, wouldn't be surprised if the drive towards minimal-latency shipping is having some evening effect.

Increased labor costs... versus rapid, $$ last-minute transport / port fees to hide latency across the Pacific.

At some point, it's just cheaper to pay the manufacturer more, if they can more rapidly respond to demand.




Paying more just doesn’t work if a chokepoint is clogged up or closed. Chinese ports locking down, congestion at LA/Long Beach, Panama running dry, Suez being blocked, the Red Sea crisis, etc. It is making just-in-time inventory untenable.

Canada and Mexico have multiple entry points without as severe risk.




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