“Did the Red Sea crisis reroute American imports?”
asked by Mrigank Singh · re-verified 2026-08-07
The number it created
No. The East + Gulf Coast share of gateway imports held 56–59%, flat through the entire disruption window. The null is published with the same prominence as any hit.
East + Gulf share of US gateway imports through the Red Sea window. The line does not move.
What it does not say
It does not say the crisis was costless — rates and transit times are outside this test. It says tonnage did not move between coasts.
· the full record
Using the Trimtab event_studies tool, what did the Red Sea study find about US coast shares — and why is publishing a null result valuable?
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“Did the Red Sea crisis reroute American imports?”
No. The East + Gulf Coast share of gateway imports held 56–59%, flat through the entire disruption window. The null is published with the same prominence as any hit.
It does not say the crisis was costless — rates and transit times are outside this test. It says tonnage did not move between coasts.
I asked the Trimtab US Trade Ledger — open, no key, no account. Ask it something we
haven’t: https://trimtabist.com/asked/red-sea
(via Mrigank Singh — engagement 06 on the board) #Trimtabist