2025年8月7日 星期四

This Is Ground Zero in Trump’s Trade War 川普貿易戰震央在此


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2025/08/08 第549期 訂閱/退訂看歷史報份
 
 
紐時周報精選 This Is Ground Zero in Trump's Trade War 川普貿易戰震央在此
Revive Manufacturing? Factories Can't Fill Jobs Now 復興美國製造業 缺人問題難解
紐時周報精選
 
This Is Ground Zero in Trump's Trade War 川普貿易戰震央在此
文/Ana Swanson
譯/國際中心

川普貿易戰震央在此

Normally, the crane in the Everport Terminal at the Port of Los Angeles would be busy unloading container ships. Longshoremen below would flit around in "bomb carts" used to ferry containers from the ship. Big rigs would carry off imported furniture, car parts and clothing to other parts of the country.

在洛杉磯港的永港碼頭,吊車平常會忙著卸下貨櫃船上的貨物。底下的碼頭工人則會駕駛平板拖車,負責將貨櫃從船上轉運到陸地。大型貨車會再把這些進口家具、汽車零件和衣物運往全美各地。

But on a recent Thursday morning, the 300-foot crane sat idle, a casualty of the tariffs that President Donald Trump has imposed to curb foreign trade.

但在最近一個星期四早上,這座高達300英尺的吊車靜靜地停擺,成為總統川普為了限制外國貿易而加徵關稅政策的受害者。

The Port of Los Angeles, along with a nearby facility in Long Beach, makes up a shipping complex that stretches across nearly 75 miles of Southern California shoreline. The ports are a bellwether for trade and the U.S. economy. Together, they move an astonishing 40% of the goods that come into the United States via containers. They also account for 30% of what the country exports.

洛杉磯港與鄰近的長灘港共同組成了一個沿著南加州海岸延伸近75英里的龐大航運樞紐。這兩座港口被視為美國貿易與經濟的風向球。它們合計處理了全美40%透過貨櫃進口的商品,也占美國出口總量的30%。

As Trump's chaotic and aggressive tariff strategy has seesawed this year, activity here has, too, threatening the livelihood of the roughly 100,000 workers at the port complex and complicating life for the hundreds of thousands of companies that bring goods through the port each year. The trends at the port hint at the pain that will ripple through the broader economy in the coming months as fewer and higher-priced goods travel from ports and warehouses to U.S. stores and consumers.

隨著川普實施的關稅政策搖擺不定、動輒大幅調整,港口的作業量也跟著起伏不定,這不僅威脅到大約10萬名港區勞工的生計,也讓每年經由此地進出口的數十萬家企業面臨更大的營運挑戰。港口的趨勢預示著,美國經濟在接下來幾個月可能會遭遇更廣泛的衝擊,因為經由港口與倉庫運往美國各地商店與消費者手中的商品,將變得更少、價格更高。

The ports experienced a surge of activity this year when shippers rushed to bring in goods before tariffs that reached their highest levels in a century. That rush has faded.

今年稍早,當貨運業者為了趕在百年來最高關稅生效前搶運貨物時,南加州港口一度湧現作業高峰。但這波搶運潮如今已經退燒。

Most arrivals to the Southern California ports come from China. After Trump ratcheted up tariffs on Chinese goods to at least 145% in April, many shipments between the world's two largest economies came to a halt.

目前大多數進入南加州港口的貨物都來自中國。在川普於4月將中國商品關稅提高至至少145%之後,這兩個全球最大經濟體之間的許多貨運往來陷入停滯。

From March to April, U.S. imports and the trade deficit plummeted by the biggest volume on record. In the roughly four weeks that the 145% tariffs were in effect, future bookings to send shipping containers from China to the United States plunged by half from a year earlier.

從3月到4月,美國進口總量與貿易赤字出現有史以來最大幅度下滑。在145%關稅生效的4周內,從中國運往美國的貨櫃預訂量與去年同期相比銳減一半。

In May, Chinese exports to the United States were down roughly 35% from a year earlier. For the Port of Los Angeles in particular, May was the slowest month in more than two years.

到5月,中國對美出口量也比去年同期下滑約35%。就洛杉磯港而言,5月成為2年多來最冷清的一個月。

Economists say the higher cost for imports could filter more noticeably into prices in stores later this year. Consumer demand could also weaken.

經濟學家指出,進口成本上升的影響可能會在今年稍晚更加明顯地反映在商店售價上,並可能進一步削弱消費者的購買需求。

 
Revive Manufacturing? Factories Can't Fill Jobs Now 復興美國製造業 缺人問題難解
文/Farah Stockman
譯/國際中心

復興美國製造業 缺人問題難解

President Donald Trump's pledge to revive American manufacturing is running into the stubborn obstacle of demographic reality.

美國總統川普振興本國製造業的承諾,正面臨一個頑固的現實障礙:人口結構。

The pool of blue-collar workers who are able and willing to perform tasks on a factory floor in the United States is shrinking. As baby boomers retire, few young people are lining up to take their place. About 400,000 manufacturing jobs are currently unfilled, according to the Bureau of Labor Statistics — a shortfall that will surely grow if companies are forced to rely less on manufacturing overseas and build more factories in the United States, experts say.

在美國,願意並有能力從事工廠作業的藍領勞動人口正在萎縮。隨著嬰兒潮世代退休,鮮少有年輕人願意接班。根據美國勞工統計局的數據,目前約有40萬個製造業職缺尚未填補。專家指出,若企業被迫減少對海外製造的依賴、並在美國興建更多工廠,這個人力缺口勢必會進一步擴大。

Difficulty attracting and retaining a quality workforce has been consistently cited as a "top primary challenge" by U.S. manufacturers since 2017, said Victoria Bloom, the chief economist at the National Association of Manufacturers, which produces a quarterly survey. Only recently has the issue slipped down on the list of challenges, superseded by trade-related uncertainty and increased raw material costs due to tariffs, Bloom said.

「吸引並留住優質勞動力」自2017年以來一直被美國製造商列為「首要挑戰」,這是全美製造商協會每季調查的結果,該協會的首席經濟學家布魯姆如是表示。布魯姆指出,直到最近,這個問題才在挑戰清單中略為下滑,主要是被貿易相關的不確定性以及關稅導致的原物料成本上升所取代。

But the scarcity of skilled blue-collar workers remains a long-term problem, according to Ron Hetrick, an economist with Lightcast, a company that provides labor data to universities and industry.

然而,熟練藍領工人的稀缺仍是長期難題,根據提供勞動數據給大學與產業界的公司Lightcast 經濟學家赫特瑞克指出。

"We spent three generations telling everybody that if they didn't go to college, they are a loser," he said. "Now we are paying for it. We still need people to use their hands."

「我們花了三代人的時間告訴大家:不上大學就是失敗者,」他說。「現在我們正在為此付出代價。我們仍然需要有人動手做事。」

The hiring challenges faced by U.S. factories are multifaceted.

美國工廠面臨的聘雇困境是多方面的。

The president's crackdown on immigration, which includes attempts to revoke deportation protections for migrants from troubled countries, may eliminate workers who could have filled those jobs.

總統對移民的打擊行動,包括試圖撤銷對來自動盪國家移民的遞解出境保護,可能會剝奪掉那些本可填補這些職缺的工人。

Many Americans aren't interested in factory jobs because they often do not pay enough to lure workers away from service jobs that may have more flexible schedules or more comfortable working environments.

許多美國人對工廠工作並不感興趣,因為這些工作往往無法提供足夠薪資來吸引服務業員工轉職,而服務業可能有更彈性的排班或更舒適的工作環境。

Attracting motivated young people to manufacturing careers is also a challenge when high school guidance counselors are still judged by how many students go on to college.

而要吸引有動力的年輕人投入製造業職涯,也面臨困難,尤其是在高中升學輔導老師仍被以送多少學生上大學作為績效評量標準的情況下。

College graduates, on the other hand, often do not have the right skills to be successful on a factory floor.

另一方面,大學畢業生往往也不具備能在工廠順利工作的技能。

The country is flooded with college graduates who can't find jobs that match their education, Hetrick said, and there are not enough skilled blue-collar workers to fill the positions that exist, let alone the jobs that will be created if more factories are built in the United States.

赫特瑞克指出,這個國家充斥著找不到與其學歷相符工作的畢業生,但卻缺乏足夠的熟練藍領工人來填補現有職位,更不用說未來若在美國新建更多工廠所需的額外人力了。

 
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