Trump will have a 'heavy impact on container volumes', warns Wan Hai chief
US president-elect Donald Trump’s policies will have a heavy impact on container volumes and supply ...
DHL: SHINING ON WEAKNESSKNIN: ENOUGH DAMAGE DONE NOWLINE: BOUNCING BACKMAERSK: LOOKING AHEADUPS: UPGRADE AHEAD OF EARNINGSAMZN: BETTING ODDSJBHT: EARNINGS MISSJBHT: EARNINGS SEASON IS HEREDHL: BOTTOM FISHINGDSV: DOWNKNIN: NEW MULTI-YEAR LOW TGT: YIELD RETURNPLD: REBOUND MATTERSAMZN: MULTI-BILLION LONG-TERM MEXICO INVESTMENTDSV: WEAKENING TO TWO-MONTH LOWSKNIN: ANOTHER LOW
DHL: SHINING ON WEAKNESSKNIN: ENOUGH DAMAGE DONE NOWLINE: BOUNCING BACKMAERSK: LOOKING AHEADUPS: UPGRADE AHEAD OF EARNINGSAMZN: BETTING ODDSJBHT: EARNINGS MISSJBHT: EARNINGS SEASON IS HEREDHL: BOTTOM FISHINGDSV: DOWNKNIN: NEW MULTI-YEAR LOW TGT: YIELD RETURNPLD: REBOUND MATTERSAMZN: MULTI-BILLION LONG-TERM MEXICO INVESTMENTDSV: WEAKENING TO TWO-MONTH LOWSKNIN: ANOTHER LOW
Zepol has conducted some analysis on US ports. While the horror stories emanating from the west coast are being well-reported, daily, less noted are the benefits coming to other ports. US imports in general were 12% lower, year-on-year, in January, with the port of Long Beach taking the biggest hit – down 35% – while LA saw a 26% fall in imports. But the port of Houston enjoyed a 26% surge in January, and Savannah’s imports rose 24%. Over in New York/New Jersey, there was a rather more modest increase of 6%. Interesting analysis which paints a more balanced picture of the US as a whole.
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