At the moment it seems to me the picture is incomplete, or too big to grasp, and probably compounded by disinformation. In the same day we have a report from a CA port that on the unloading side, things are going as usual (but maybe he can't see the truck and warehouse part of the picture), yet in Tacoma at one location nothing seems to be moving. So just on the west coast we are missing several major ports and only seeing some parts of two. That isn't much to make sweeping integrated judgements.