It isn't even due to tariffs. It's due to the administration being so incompetent that shipping companies can't find out how much to pay, whom to pay it to, or through what channel to pay it. They'd be willing to pay, but we won't tell them how. A lose-lose scenario. This isn't good for anyone.
Shippers WANT to ship things, that's how they make money. The US WANTS them to ship things, that's how we collect tariffs. But you can't just announce a tariff, you have to do the detail work to make it possible to collect them. This administration keeps firing the people who do the detail work.