I'm not sure of the exact economics but the Panama Canal is relatively old and running large ships is more efficient for whatever reason (fuel, cargo capicity, dock time, w/e) so most new ships are large and designed to run economically for Pacific crossings. If your shipment is supposed to go from HK to SF chances is are it's on a very large vessel. I would imagine this to be true of Atlantic ships that do not require passage as well but Pacific trade is what is backed up right now and trade with Asia outpaces trade with the EU (lots of big new ships).
Suez canal is pretty old too. We can always ship from India or western Asia.
This says that PC can take 96% of the world's shipping vessels.
Somehow I have doubts about your claims about Asia not being able to use FL ports and only use CA ports.
I didn't realize they enlarged the locks in 2016. Still a logistical nightmare to route to FL but more possible than I figured.
You ever figure if a lot of spending is going to build microchip fabrication back to the U.S. A 5nm fab lab has to cost billions of dollars to make, plus all the IP methodology etc. Granted the yield on that would likely be worth it.
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