EPISODE · Jun 12, 2026 · 5 MIN
The Empty Container Problem Is Now a National Logistics Drag
from The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement · host Fexingo
Lucas and Luna dig into the latest trade balance data and a new twist on the container imbalance story: empty containers aren't just piling up at US ports, they're clogging rail yards and inland depots too. With April 2026 imports hitting record highs and exports still flat, the cost of repositioning empties is eating into logistics margins. Lucas shares new numbers from the Port of Los Angeles showing empty container dwell times up 40% year over year. Luna flags the secondary effect on rail freight velocity, and they discuss why this is becoming a structural cost problem, not just a seasonal one. No stock picks, no hot takes — just the real friction in the goods-moving system. #EmptyContainers #ContainerImbalance #LogisticsBottleneck #USPorts #TradeDeficit #Exports #RailFreight #SupplyChain #FreightEconomy #PortOfLosAngeles #ContainerRepositioning #LogisticsCosts #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy #GoodsMovement #TradeData Keep every episode free: buymeacoffee.com/fexingo
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The Empty Container Problem Is Now a National Logistics Drag
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