US port data

Investment Analysis Clubs Macro Economic Trends and Risks
1

Article with a lot of individual data points. But two in particular–

  1. Signs that port congestion is shifting from US West Coast to East Coast
  2. Is there a slowdown in US consumer spending as suggested?

https://www.hellenicshippingnews.com/americas-biggest-ports-…

Retailers prepping for the Christmas/holiday season would definitely be a good indicator. How does one measure this - Halloween items arriving before Oct 31st, and (more) Christmas stuff prior to Dec 24?

4 Likes
2

Let’s see what date the Xmas sales begin as well

Jeff

3

@ Jeff,

This version could happen at any time–

https://giphy.com/gifs/governorofpoker-oprah-you-get-a-car-Q…

4

<Retailers prepping for the Christmas/holiday season would definitely be a good indicator. How does one measure this - Halloween items arriving before Oct 31st, and (more) Christmas stuff prior to Dec 24? >

Hohum, you are our METAR transportation expert, so I will send you this link and ask you to analyze the data. Most retail goods in the U.S. move by truck.

https://www.bts.gov/product/freight-facts-and-figures

Wendy

5

Retailers prepping for the Christmas/holiday season would definitely be a good indicator.

++++++++++++++++++++++

The COSTCO in San Jose (Almaden) just put up a huge artificial Christmas Tree display inside…for sale. It is only Mid August and the suntan supplies have not gone on sale yet!

Good or Bad? ,… certainly annoying.

YR

1 Like
6

www.spglobal.com/commodityinsights/en/market-insights/latest…
The Port of Los Angeles said today it handled an estimated 935,345 TEU in July, 2.5% above the previous record set in 2019, while expectations for softer August throughput prevailed amid retailer order slowdowns and factory cuts in China. “Another outstanding month at the port of Los Angeles,” said port Executive Director Gene Seroka in a briefing Aug. 17. “Even with the current rail challenges, our marine terminals are more fluid than last year.”

July loaded imports reached an estimated 485,472 TEUs, up 3.4% against the same month last year. At the same time, loaded exports jumped 13% to 103,497 TEU during July, while empty exports climbed 5% to 346,376 TEU as ocean carriers looked to rapidly evacuate empty containers to Asian loading regions for transport back to North America.

Speaking on the strong performance, Seroka said “retail, wholesale, and manufacturing [are] remaining strong … simply put, unprecedented.”

DB2