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Focus on logistics newsletter-Baltimore Port may be closed for a month!

Port Baltimore may be closed for a month!


Recently, the Baltimore Bridge collapsed after being hit by a freighter in the United States. Analysts said that the accident may cause the insurance industry to lose as much as 4 billion US dollars, setting a new record for insurance losses in the shipping industry.


Due to the accident, Baltimore Port may be closed for a month or more, which has led many major shipping companies such as MSC, Maersk, CMA Fly and EVA to take emergency measures. Maersk has suspended its docking service in Baltimore Port, while MSC, CMA Fly and EVA have suspended accepting new booking services from the port from a specific date.


The shipping industry pointed out that Baltimore, as the largest ro-ro terminal in the United States, handled more than 750,000 vehicles last year, so the impact of the accident on the supply chain of the automobile industry is expected to far exceed that of container shipping.


Baltimore ranks ninth in the container import volume of the United States, accounting for only about 3% of the total cargo volume in the East Gulf of Mexico port area of the United States. However, the bridge break incident was forced to transfer to neighboring ports such as New York and Wilmington, which may cause delays, which may lead to temporary interruption of logistics chain and increase of transportation costs, but will not cause congestion at other terminals.


Bulk carriers said that although Baltimore accounts for less than 2% of the global seaborne coal trade, considering that the thermal coal exported from Baltimore is mainly shipped to India for power generation, the bridge break may have a great impact on India's energy supply and electricity price.


In addition, as an important logistics node, Baltimore Port's temporary closure has also attracted much attention. However, due to the relatively weak demand for soybeans and other materials for feed this year and the existence of alternative supply channels, the short-term impact on the supply of bulk materials is expected to be limited.




国际海运港口巴尔的摩港可能关闭一个月!


       近日,美国巴尔的摩大桥遭货轮撞击后坍塌,分析师表示,此次事故可能导致保险业损失高达40亿美元,创下航运业保险亏损的新纪录。


       由于该事故,巴尔的摩港可能关闭一个月甚至更久,这导致多家主要船公司如MSC、马士基、达飞、长荣等纷纷采取紧急应对措施。马士基已暂停在巴尔的摩港的停靠服务,而MSC、达飞、长荣等公司则从特定日期起暂停接受该港口的新预订服务。


       航运业界指出,巴尔的摩作为美国最大的滚装轮码头,去年处理了超过75万辆汽车,因此此次事故对汽车业供应链的影响预计将远超集装箱海运。


       巴尔的摩在美国货柜进口量排名中位列第九,仅占美东墨西哥湾港区总货量约3%,但此次断桥事件被迫转移到邻近的纽约、威明顿等港口的货量可能造成延误,从而可能引发物流链的暂时中断和运输成本的增加,但不致于引起其他码头的拥堵。


       散货航商方面表示,尽管巴尔的摩在全球海运煤炭贸易中的占比不到2%,但考虑到从巴尔的摩出口的动力煤主要运往印度用于发电,此次断桥事件对印度的能源供应和电价可能产生较大影响。


       此外,巴尔的摩港作为重要的物流节点,其暂时关闭对食粮物料转运的影响也备受关注。然而,由于今年以来饲料对黄豆等物料的需求相对疲弱,以及替代供应渠道的存在,短期内对大宗物资供应的影响预计有限。