Logistics News in Nov, 2024 Vol.2. US Presidential Election on Logistics, Strike in US & Canada

00:05:37
https://www.youtube.com/watch?v=XIVJbucCGww

摘要

TLDRAquestes notícies logístiques de novembre de 2024 exploren diversos esdeveniments clau. La reelecció de Donald Trump com a president dels Estats Units ha causat expectatives d'increments d'aranzels fins al 60% per als productes xinesos, afectant així les indústries comercials i impulsant enviaments anticipats de contenidors abans de la seva investidura el gener de 2025. A més, s'han reportat vagues als ports de la costa oest i est d'Amèrica del Nord, la majoria relacionades amb desacords sobre l'automatització, i el subministrament de nous vaixells ha assolit un rècord de 3 milions de TEU, tot i que encara no s'ha materialitzat una sobreoferta. La combinació d'aquests factors pot afectar significativament la cadena de subministrament i el mercat logístic internacional, amb ports amenaçats de tancaments i augments de costos de transacció. És crucial monitorar els efectes a llarg termini d'aquests esdeveniments.

心得

  • 📈 Increment d'aranzels del 60% per productes xinesos.
  • ⏳ Enviaments anticipats abans de la investidura de Trump.
  • 🚢 Vagues laborals als ports nord-americans.
  • 🔀 Reorganització de les cadenes de subministrament globals.
  • ⚠️ Possible tancament de ports si no hi ha acord sobre l'automatització.
  • 📉 Riscos econòmics per disputes laborals extenses.
  • 🔄 Congestió al Canal de Suez limita subministrament de vaixells.
  • 🛳️ Introducció de nous vaixells més eficients en combustible.
  • ⌛ Retards en el desballestament de vaixells antics.
  • 💡 Importància de monitoritzar tarifes de càrrega marítima.

时间轴

  • 00:00:00 - 00:05:37

    En aquesta actualització de notícies de logística, s'analitzen tres temes principals. Primer, la reelecció de Donald Trump com a president dels EUA i com les seves polítiques aranzelàries, com la implementació d'un aranzel addicional de fins al 60% sobre productes xinesos, podrien impactar la indústria comercial. Això està portant alguns transportistes a avançar els enviaments de contenidors abans de la seva investidura al gener, especialment amb l'arribada de l'Any Nou xinès al febrer. A més, mentre l'economia dels EUA es mantingui forta, es preveu que les tarifes de transport marítim freguin més altes i això podria accelerar la reorganització de les cadenes de subministrament globals.

思维导图

视频问答

  • Com pot afectar la reelecció de Trump a la logística?

    La reelecció de Trump pot incrementar els aranzels fins al 60% per als productes xinesos, cosa que impulsaria els enviaments anticipats de contenidors i potencialment congestió als ports.

  • Quines són les conseqüències de les vagues a les costes est dels EUA?

    Les negociacions laborals trencades a causa de la por dels sindicats a l'automatització poden provocar tancaments de ports i problemes a la cadena de subministrament.

  • Quants nous vaixells es preveuen per al 2024?

    Es preveu un rècord amb 3 milions de TEU nous vaixells l'any 2024.

  • Quin és l'estat de les vagues als ports del Canadà?

    Després d'una intervenció governamental, s'ha arribat a un acord i els ports han reprès les operacions normals.

  • Quins són els riscos d'una sobreoferta de vaixells?

    Encara que hi ha preocupacions sobre una sobreoferta, el congestió del Canal de Suez i els retards en el desballestament de vaixells antics han ajudat a equilibrar el subministrament.

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  • 00:00:00
    [Music]
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    hello this is eno in this time we bring
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    you the logistics news for the latter
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    half of November 2024 we'll cover the
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    impact of the US presidential election
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    on Logistics strikes at ports on the
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    North American east coast and in Canada
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    and the record high supply of new ships
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    let's dive
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    in Trump's re-election and potential
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    Advan shipping due to tariff hikes with
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    former US president Donald Trump
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    securing reelection attention is again
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    turning to tariff hikes the new policy
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    indicates an additional Tariff of up to
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    60% on Chinese products which is
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    expected to have a significant impact on
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    the trade
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    industry in response some shippers are
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    reportedly moving to Advan container
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    shipments before Trump's Inauguration in
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    January 2025 particularly with the
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    anticipated surge in cargo ahead of the
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    Chinese New Year in February there are
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    concerns about Port congestion due to
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    the
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    advances furthermore North American sea
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    Freight rates have been rising since the
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    latter half of October and experts
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    anticipate further increases in light of
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    this tariff hike policy meanwhile major
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    shipping companies believe that as long
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    as the US economy remains strong and
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    consumer spending steady the demand for
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    container shipping will continue to be
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    stable these tariff hikes could also
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    accelerate the reorganization of Global
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    Supply chains potentially forming new
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    Logistics flows within the trade
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    industry it will be important to monitor
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    how this will affect C Freight rates the
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    stock market and international Logistics
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    in the
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    future strikes at Canadian West Coast
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    ports partial agreement with government
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    intervention we have two updates on Port
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    related news first regarding the
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    Canadian strike amid stalled labor
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    negotiations at Canada's West Coast
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    ports the port Workers Union ILWU Local
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    514 initiated a
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    strike the conf with the employer group
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    bcmea centers around wage increases and
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    improvements in working conditions since
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    the labor agreement expired at the end
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    of March 2023 negotiations regarding a
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    proposed 19.2% wage increase have been
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    challenging in response to the stalemate
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    the employers implemented a lockout
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    temporarily halting Port functions
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    however with Canada's Swift government
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    intervention and urging both sides to
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    negotiate an agreement was finally
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    reached and the ports have resumed
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    normal
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    operations breakdown in labor
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    negotiations at North American east
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    coast ports over automation issues at
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    ports on the North American East Coast
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    labor negotiations broke down on
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    November 15th although some agreements
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    were reached regarding wage adjustments
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    differences of opinion on Port
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    automation remain unresolved preventing
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    full
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    agreement Union strongly fear that full
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    automation will lead to job losses for
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    Port workers conversely employers
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    maintain that automation is essential
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    for efficiency leading to deepening
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    Rifts between the parties the Union's
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    Firm Stance against even partial
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    automation contributed to the breakdown
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    of
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    negotiations the current provisional
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    agreement period lasts until January
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    15th 2024 if negotiations do not
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    progress past this deadline major ports
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    on the North American east coast May
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    shut down prolonged labor disputes like
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    this risk increasing transaction costs
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    and causing delays in product Supply
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    potentially affecting the broad
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    economy these situations surrounding the
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    ports on the North American east coast
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    and Canada are significant factors
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    impacting the entire supply chain
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    extended issues on the North American
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    east coast could lead to widespread
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    disruptions in Global Logistics drawing
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    Focus to the progress of future
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    negotiations record 3 million te new
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    ship deliveries in 20124 yet no
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    oversupply new ship deliveries in 2024
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    are expected to reach a record high of 3
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    million te although this raises concerns
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    about increased Supply overs supply has
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    not yet materialized with several
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    factors contributing to this
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    situation firstly congestion in the Suez
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    Canal has necessitated detours for many
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    vessels increasing Voyage days and
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    effectively limiting Supply additionally
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    delays in scrapping older ships mean the
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    total number of operational ships hasn't
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    increased
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    significantly however should operations
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    in the Suez Canal resume resum soon a
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    short-term over Supply may occur
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    nonetheless the introduction of more
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    fuele efficient new ships and the
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    acceleration of older ship scrapping are
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    expected to maintain appropriate Supply
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    levels and stabilize the market in the
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    medium to long
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    term how was this news update given the
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    significant impact on global logistics
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    and trade by Trump's re-election and
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    ongoing labor negotiations on the North
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    American east and Canadian coasts we
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    will continue to provide you with the
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    latest updates that's all for this
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    segment
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    thank
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    you in this channel I explain about
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    International logistic knowledge for
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    your better understanding I hope this
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标签
  • Logística
  • Trump
  • Aranzels
  • Vagues
  • Ports
  • Subministrament
  • Vaixells
  • Economia
  • Automatització
  • Comerç