Any slowdowns or work stoppages are going to have repercussions. |
If U.S. companies don't have competitive options going in and out of China, it definitely affects their ability to do business there. |
There's no question it is a sizeable increase. The issue here is whether or not they can make it stick. It depends on the market forces at work. |
Ultimately a lot of this will be determined by what the market conditions are. |