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Schedule of the week: Incoming Ocean Teu Volume Index – USA Sonar: Ioti.usa
Container reservations as measured by the Import Ocean Teus Index (Ioti) In April, he was dramatically retreated after the fall of historical tariffs applied to Chinese goods. The new wave of new imports paves questions about this fast recovery, supply chains and the potential impact of surface traffic.
The average 14-day medium leg average from global ports from global ports to the United States fell from the nearest pandemic period until the holiday period in mid-May.
The threat of tariffs, companies, especially from China, especially not to demand, do not demand, asked for companies and spare reserves to prevent the required soldering tariffs.
China considers the largest share of the US border container imports, usually around 40%. Vietnam became a remote second pandemic pandemic that represents about 8%. It should be noted that these figures reflect the volume of containers, not trade dollars values.
The share of China’s reservations fell from 4 to 41% to April 1. China’s share has exceeded 40%, and Yaoti returns to its level from the same period last year.
This reveal shows that the import volumes in the coming weeks can rise in US ports. However, the degree of internal cargo transportation will depend on the level of inventory, many of them have already risen in the expected tariffs.
So far, only the international intermodal railway volumes have shown significant damage due to reducing imports. The volume of international containers (ORailinTl) was relatively flat for April, about 8%, internal container traffic (Oraildl) and truck tender (OTVI).
For internal cargo requirement, the internal markets must show a meaningful reduction to increase inventory levels. In addition, seasonal goods that cannot be ordered early can contribute to the next wave of cargo activity.
It remains sensitive to the existing transport environment. In general, the demand, reduced power and weakened carrier sustainability have been further exposed in recent years. Carriers are now rejecting cargo inquiries in the highest rates since 2022. Although their rejections remain humble, their volatility and higher tendency. In one side of the country, the increase in concentrated demand can be strengthened quickly.
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