US routes rebounded in January, and Container traffic rebounded by 7.2%

According to the latest statistics of Descartes Datamyne, a data analysis group, in January 2023, the import volume of Container in the United States ushered in a "good start" and rebounded, with a month-on-month increase of 7.2%.Transportation delays in ports on the east coast of the United States have also continued to improve.

More specifically, in January 2023, Container imported 2.068 million 20-foot equivalent units (TEU).Although the month-on-month increase, compared with January 2022, it still decreased by 16.1% year-on-year, and decreased by 0.3% in January.

Descartes Datamyne argues in the report that the U.S. economy is imported by ContainerKey factors of growth.At present, the US economy is showing stronger macroeconomic performance than intended.

Many experts and senior freight forwarders interviewed by the reporter said that looking forward to 2023, the data of the third quarter is more critical.If American retailers are optimistic about the sales prospects in 2023, they will start to replenish a large number of goods on the basis of "destocking".New season.

Wang Yong, a professor at the School of International Studies of Peking University and director of the Center for International Political Economy Research, said in an interview with the First Financial Reporter that the US trade volume in the third and fourth quarters of this year will more clearly reflect the US economy and consumption.On the one hand, the United States is welcoming the peak season of holiday consumption, on the other hand, it is also closely related to the economic growth, income level and employment at that time.

Specifically, in January 2023, among the top 10 ports in the United States, except Savannah Port, all rose month-on-month, and the overall import volume of Container increased by 107,059.Among them, the total throughput of Container in Long Beach Port, California has increased.Maximum.

According to Descartes Datamyne data, in January 2023, China's EXP to the United States increased by 11.0% to 762,967 TEU, and China accounted for 36.9% of the total imports of Container to the United States.

In the rightThe top five U.S. imports of EXP's best products are Chinese, Vietnamese, Indian, Korean andThailand.

In January 2023, the import volume of Container in the United States increased by 106,556 TEU, among which the Container volume from Korea increased the fastest month-on-month (19.9%), while Germany was the only country in the top 10 that experienced a decline (-7%).

A stronger economy than intended may drive more demand

It can be seen that near the end of 2022, the import and export data of the United States once weakened, but the latest data in December 2022 showed that the import of the United States had initially rebounded.

According to data from the US Department of Commerce, in December last year, US imports increased by 1.3% month-on-month to US $317.6 billion.

Looking forward to the import and export situation of the United States in 2023, Wang Yong said that the US economy and consumption will still be affected by the overall macroeconomic trend this year.

However, he also believes that "although the forecast of economic recession by IMF and other institutions has improved recently, in fact, the US economy may still slow down, which will inevitably affect US import and export trade. In addition, the inflation rate in the United States should rise. Further reduction will also have an impact on imports and exports. The lower inflation rate itself is a signal of shrinking demand."

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