Yup that’s exactly what I was doing, and I was surprised that the negatives won’t catch up until at least 3 months which brings us to July at the earliest.

Edit: Thanks General I didn’t notice it’s in weeks. So we’re looking at early June which is closer to what we were all thinking.

My read was that it was much higher to prepare inventory for the tariff shock

Please correct me, then. The surprising moment came when I noticed the vertical axis is for year-on-year change and not raw tonnage.

OP’s data shows the U.S. is stocking up tremendously in April, and then maintaining year-on-year patterns after that with a slight downturn that doesn’t even compensate for April’s glut.

I haven’t seen this data before but it shows the opposite of the shortage I was expecting.

Ordering a pizza

Displasia literally means “out of place”? Nifty.