来源：American Shipper 2019-08-02
翻译：国际海事信息网 王雅媛 张运鸿
北美多式联运协会（Intermodal Association of North America，以下简称IANA）称，因受美中贸易战影响，跨太平洋贸易航线的运力持续疲软，东海岸港口则在进口集装箱贸易中占据更大份额。
Trade spat dampens West Coast box flows
East Coast ports took a larger share of the import container trade, the Intermodal Association of North America (IANA) said, as volume in the transpacific trade lane remains weak due to the U.S.-China trade war.
IANA’s estimates of intermodal container activity underscore the deepening of the freight recession that railroads and trucking companies saw in the second quarter.
Container volumes fell 3.8% year-over-year to 4.56 million, compared to a 1.5% drop in container volumes during the second quarter, IANA said.
“Intermodal struggled in Q2,” IANA said in its latest review of quarterly market trends.
Domestic rail and truck container volumes fell 6.3% to 1.87 million from a year earlier as dry van rates hit a nearly two-year low, sending more freight back to trucks.
“Trucking capacity stayed loose and prices were much softer than in 2018, creating more intense competition with intermodal than last year,” IANA said.
International marine container traffic into North America was essentially flat year-on-year at 2.38 million. IANA noted the strong start to the quarter, with ocean container volumes up 6% in April. The month may have benefited from the front-loading of Chinese goods ahead of the 25% tariffs that President Donald Trump imposed on China in May.
Those tariffs slowed imports from China and “had an outsized impact on West Coast ports, particularly in the Southwest, since a higher-than-usual share of Chinese imports travel through this region,” IANA said.
The volumes of ocean containers moving through the U.S. Southwest fell more than 10%, with container imports from China falling 5.6%.
The figures align with what the region’s ports reported for import volumes during the second quarter. Los Angeles, the largest U.S. port, saw inbound container volumes drop 3.9% during the quarter, while Long Beach, the second-largest port, saw an 11% drop in import volumes over the same period.
But the East Coast ports saw the reverse, with ocean container imports rising 10% in the second quarter. Buoyed by the favorable exchange rate between the euro and the U.S. dollar, the transatlantic trade between Europe and the U.S. has been one of the stronger markets for ocean freight. But the wider Panama Canal and expansion projects also are allowing more ships from Asia to reach East Coast ports.
“Rising European imports helped push East Coast container imports higher, but so did imports from Asia,” IANA said.
IANA said the outlook for the second half of 2019 hinges on “where trade tariffs go.” A deal with China would help put more growth into ocean container volumes. But if tariffs were to be extended, “the second half would certainly decline,” IANA said.