The U.S. node is a large import-deconsolidation and e-commerce fulfillment network. A China stop cuts China-origin inbound into West Coast and inland distribution buildings. Domestic replenishment and non-China imports continue. This is not a retail-store or trucking study.
pmsaship.comportoflosangeles.orgdata.bls.gov
China's share was 47.5 percent of containerized import tonnage at the Southern California gateway by last year, in a note published 28 January 2026 whose Exhibit 6 runs from 2015 through 2025, down from 60.1 percent in 2015. The same note prints the national containerized-import share at 26.7 percent by last year, down from 35.8 percent in 2015, the Northwest Seaport Alliance at 39.8 percent from 56.2 percent, and Oakland at 29.5 percent from 40.0 percent. Outbound containerized tonnage to China was 8.5 percent by last year, from 22.5 percent.
pmsaship.com
On the Port of Los Angeles CY 2025 facts card, cargo value was $301 billion and the China/Hong Kong line was $82 billion. Calculated from those two prints, the China/Hong Kong cargo-value share is 27.2 percent. That line is China and Hong Kong combined. It is not a pure China TEU share. Vietnam was $48 billion, Japan $45 billion, South Korea $21 billion, and Taiwan $18 billion. Those four lines are the non-China card that can still arrive. Container volume was 10.2 million TEUs and vessel arrivals were 1,898. The top containerized import was furniture at 680,016 TEUs, which is demand context for what a deconsolidation building receives, not warehouse revenue.
portoflosangeles.org
Space starts full. In the Prologis Q3 2026 supplemental, as of the operating portfolio presented for 30 September 2026, the Total U.S. row is 3,643 buildings and 767,288 thousand square feet, and it occupied 95.7 percent on an owned-and-managed basis, with leased at 96.1 percent. Southern California is 555 buildings and occupied 96.8 percent. Lehigh Valley is 82 buildings and occupied 91.4 percent. The square feet are the published table, not an estimate.
d1io3yog0oux5.cloudfront.net
Labor is still on the clock. Current Employment Statistics, all employees, thousands, warehousing and storage, seasonally adjusted, NAICS 493, printed 1,839.2 thousand in October 2026, preliminary. The 2025 QCEW U.S. row for industry 493, own_code 5, agglvl_code 15, size_code 0, shows 23,345 annual average establishments and 1,901,976 employees. The annual average weekly wage was 1,091 dollars, and average annual pay was 56,706 dollars. Those are two surveys and two years. They are not one headcount.
data.bls.govdata.bls.gov
The short price analog is one month, not a year-over-year peak. The PPI for general warehousing and storage, not seasonally adjusted, printed 124.514 in December 2021 and 135.008 in January 2022. From those two prints the index rose 8.4 percent. From August 2026 at 165.628, preliminary, to September 2026 at 166.867, preliminary, the calculated move is 0.7 percent. The 8.4 percent analog is not the current run-rate.
data.bls.gov
The short outage analog is a hosted logistics platform, not a port closure. TechCrunch, posted 2 December 2024, says a ransomware attack hit Blue Yonder's managed services hosted environment on 21 November 2024, that several customers were back, and that others were not. The calculated span is 11 days from 21 November 2024 to 2 December 2024, and recovery was still incomplete on the article date. The article does not print the words warehouse management system.
techcrunch.com
China trade stopping removes the China-origin slice of inbound cartons. At Southern California, China's share was 47.5 percent of containerized import tonnage by last year. Nationally the same note prints 26.7 percent. Domestic replenishment does not depend on that slice. Seasonally adjusted warehousing employment was still 1,839.2 thousand in October 2026.
pmsaship.comdata.bls.gov
Non-China imports on the Los Angeles card continue in the baseline. CY 2025 cargo value lines are Vietnam $48 billion, Japan $45 billion, South Korea $21 billion, and Taiwan $18 billion, beside China/Hong Kong at $82 billion inside $301 billion. Calculated Taiwan cargo-value share is 6.0 percent of 301. Furniture at 680,016 TEUs is demand context for the deconsolidation building, not a warehouse sales line.
portoflosangeles.org
Census goods trade with China is demand context for the cartons, not warehouse revenue. The 2025 total is exports 105,977.8 and imports 308,651.9, balance -202,674.1, in millions of nominal U.S. dollars, not seasonally adjusted. The 2024 import total is 440,319.4. The 2026 total through September is imports 215,008.6. A warehouse handling-fee series is not on that page.
census.gov
The building does not start empty. Prologis Total U.S. occupied 95.7 percent across 3,643 buildings. Lehigh Valley, an inland market, occupied 91.4 percent across 82 buildings. A China stop changes future inbound. It is not a printed vacancy collapse on the 30 September 2026 portfolio.
d1io3yog0oux5.cloudfront.net
The week-1 operating break inside the building is the hosted system. Blue Yonder's managed services hosted environment was hit on 21 November 2024. On 2 December 2024 several customers were back and others were not. Morrisons and Sainsbury's were affected. Starbucks said managers were calculating pay manually. The calculated span is 11 days. CISA does not list warehousing among the seven transportation modes. The nearest named mode is Postal and Shipping.
techcrunch.comcisa.gov
Handling equipment is a separate chain from the carton. In 2024, U.S. imports of HS 8427 fork-lift and other works trucks were 8,066,783.60 thousand U.S. dollars and 811,235 items. China was 732,510.21 thousand U.S. dollars and 585,796 items. Calculated from those pairs, China's value share is 9.1 percent and China's unit share is 72.2 percent. The United Kingdom, Mexico, Japan, and Korea lead the value table. No row is labeled Taiwan.
wits.worldbank.org