来源：American Shipper 2014-03-03
翻译：国际海事信息网 曾艳 汪涛
据Cowen and Company一项行业报道，托运人们纷纷受到卡车运量影响。
公司表示，在铁路承运人西南协会（the South West Association of Rail Shippers）会议期间，由于托运人纷纷表示多年前他们就预测到了这些问题的出现，所以围绕卡车容量的会谈多番展开。公司报道，即期利率一直在增加，托运人们表示他们很难在一些市场上找到货车。
Shippers: Truck capacity tightening
Shippers have begun getting squeezed by truck capacity, according to an industry note by Cowen and Company.
The firm said that during the South West Association of Rail Shippers Conference, a lot of the talk centered around truck capacity, with shippers saying that these fears have presented themselves after years of anticipation. The firm reported that spot rates have been increasing and that shippers said they were having a hard time finding trucks in some markets.
The firm related an anecdote told by one carrier who told a shipper there were no trucks available even after he offered to pay however much was needed to secure capacity.
"If the supply/demand imbalance continues as we enter into the seasonally stronger periods of the year, we believe there will be significant increases in truckload spot pricing as well as intermodal spot prices," Cowen said.
Due primarily to the rough winter weather, truck spot rates have recently been on the rise, according to DAT. In January, the company reported that spot-market capacity remained flat from December, but decreased by 18 percent when compared to January 2013.
In January, van rates were up by 13 percent, year over year, as reefer rates experienced a 3-percent increase, and flatbed rates ticked up 2.5 percent.
For the penultimate week in February, capacity fell by 3.8 percent when compared to the preceding week. During that same timeframe, van rates rose by 0.5 percent, and flatbed rates were up by 1 percent. Reefer rates declined by 0.9 percent during the period.
Attendees at the conference were also concerned about the time table for implementing new regulations on railroad tank cars, which will force the replacement of older DOT-111 cars. Cowen said that a timeframe of five or seven years might not be enough time to prepare all the cars because of concerns over the “limitations on shop space” that has been voiced by some in the industry.
"The regulators are set to come out with a ruling on retrofitting these cars, and all eyes are focused not only on the severity of the retrofit but how much time the regulators give the industry to comply," the firm said.