Western Railroad Discussion > Good news for West Coast ports

East Coast ports losing container volume to West Coast ports.

Factors include:

Red Sea diversions.
Panana Canal drought restrictions.
Renewed interest in transloading.
Possible longshoremans strike.


Beneficiaries include: JB Hunt, Hub Group, Schneider. BNSF, of course, handles JB Hunt boxes, while UP handles Hub Group and Schneider boxes.

Ports of LA and Long Beach will benefit as the LA Basin has always been known as a transload hotspot.

Keith_Kevet

Posted from Android



Edited 2 time(s). Last edit at 03/26/24 21:57 by Keith_Kevet.

Don't kill the messenger, but anymore you really can't say "West Coast ports" and make it exclusive to the US and especially LA/LB ports. Given history of backlogs at LA/LB, it is more likely an uptick in loads moves to Mexico and Canada. Further, several articles have been written showing that as environmental regs increase in CA, it is chasing shipping companies away from LA/LB with imports switching to Mexico. Going to make places like Yuma and Flagstaff less interesting while Nogales, El Paso, Eagle Pass, and Laredo get even busier.



Edited 2 time(s). Last edit at 03/28/24 04:48 by AaronJ.

What about New York and Norfolk.  Do you have any data to prove your point.

Bob Wilcox
Charlottesville, VA
My Flickr Shots

There's also an expiring labor contract for East Coast dock workers coming into view

Posted from Android

AaronJ Wrote:
-------------------------------------------------------
> Don't kill the messenger, but anymore you really
> can't say "West Coast ports" and make it exclusive
> to the US and especially LA/LB ports. Given
> history of backlogs at LA/LB, it is more likely an
> uptick in loads moves to Mexico and Canada.
> Further, several articles have been written
> showing that as environmental regs increase in CA
> and chase shipping companies away from LA/LB,
> imports will switch to Mexico. Going to make
> places like Yuma and Flagstaff less interesting
> while Nogales, El Paso, Eagle Pass, and Laredo get
> even busier.

I can't link the article for some reason but most of this info was on CNBC a couple days ago. Union Pacific was specifically mentioned as well. Nothing about Mexico or Canada. The trend actually started 5 months ago or so.

Keith_Kevet

Posted from Android

Keith_Kevet Wrote:
-------------------------------------------------------
> AaronJ Wrote:
> --------------------------------------------------
> -----
> > Don't kill the messenger, but anymore you
> really
> > can't say "West Coast ports" and make it
> exclusive
> > to the US and especially LA/LB ports. Given
> > history of backlogs at LA/LB, it is more likely
> an
> > uptick in loads moves to Mexico and Canada.
> > Further, several articles have been written
> > showing that as environmental regs increase in
> CA
> > and chase shipping companies away from LA/LB,
> > imports will switch to Mexico. Going to make
> > places like Yuma and Flagstaff less interesting
> > while Nogales, El Paso, Eagle Pass, and Laredo
> get
> > even busier.
>
> I can't link the article for some reason but most
> of this info was on CNBC a couple days ago. Union
> Pacific was specifically mentioned as well.
> Nothing about Mexico or Canada. The trend actually
> started 5 months ago or so.
>
> Keith_Kevet
>
> Posted from Android

Well, I can post this article by the LA Times showing how shipping already is moving south of the border at the expense of LA/LB. That's the long-term reality, not some short-term trend UP or BNSF is talking about.

https://www.latimes.com/business/story/2024-03-07/china-tariffs-mexico-california-trade-texas-rivalry-jobs

AaronJ Wrote:
-------------------------------------------------------
> Keith_Kevet Wrote:
> --------------------------------------------------
> -----
> > AaronJ Wrote:
> >
> --------------------------------------------------
>
> > -----
> > > Don't kill the messenger, but anymore you
> > really
> > > can't say "West Coast ports" and make it
> > exclusive
> > > to the US and especially LA/LB ports. Given
> > > history of backlogs at LA/LB, it is more
> likely
> > an
> > > uptick in loads moves to Mexico and Canada.
> > > Further, several articles have been written
> > > showing that as environmental regs increase
> in
> > CA
> > > and chase shipping companies away from LA/LB,
> > > imports will switch to Mexico. Going to make
> > > places like Yuma and Flagstaff less
> interesting
> > > while Nogales, El Paso, Eagle Pass, and
> Laredo
> > get
> > > even busier.
> >
> > I can't link the article for some reason but
> most
> > of this info was on CNBC a couple days ago.
> Union
> > Pacific was specifically mentioned as well.
> > Nothing about Mexico or Canada. The trend
> actually
> > started 5 months ago or so.
> >
> > Keith_Kevet
> >
> > Posted from Android
>
> Well, I can post this article by the LA Times
> showing how shipping already is moving south of
> the border at the expense of LA/LB. That's the
> long-term reality, not some short-term trend UP or
> BNSF is talking about.
>
> https://www.latimes.com/business/story/2024-03-07/
> china-tariffs-mexico-california-trade-texas-rivalr
> y-jobs

My post had nothing to do with Mexico or Canada. This is the Western Board.

It's direct info from CNBC, period. If you want to argue go argue with them.

Keith_Kevet

Keith_Kevet Wrote:
-------------------------------------------------------
> AaronJ Wrote:
> --------------------------------------------------
> -----
> > Keith_Kevet Wrote:
> >
> --------------------------------------------------
>
> > -----
> > > AaronJ Wrote:
> > >
> >
> --------------------------------------------------
>
> >
> > > -----
> > > > Don't kill the messenger, but anymore you
> > > really
> > > > can't say "West Coast ports" and make it
> > > exclusive
> > > > to the US and especially LA/LB ports. Given
> > > > history of backlogs at LA/LB, it is more
> > likely
> > > an
> > > > uptick in loads moves to Mexico and Canada.
>
> > > > Further, several articles have been written
> > > > showing that as environmental regs increase
> > in
> > > CA
> > > > and chase shipping companies away from
> LA/LB,
> > > > imports will switch to Mexico. Going to
> make
> > > > places like Yuma and Flagstaff less
> > interesting
> > > > while Nogales, El Paso, Eagle Pass, and
> > Laredo
> > > get
> > > > even busier.
> > >
> > > I can't link the article for some reason but
> > most
> > > of this info was on CNBC a couple days ago.
> > Union
> > > Pacific was specifically mentioned as well.
> > > Nothing about Mexico or Canada. The trend
> > actually
> > > started 5 months ago or so.
> > >
> > > Keith_Kevet
> > >
> > > Posted from Android
> >
> > Well, I can post this article by the LA Times
> > showing how shipping already is moving south of
> > the border at the expense of LA/LB. That's the
> > long-term reality, not some short-term trend UP
> or
> > BNSF is talking about.
> >
> >
> https://www.latimes.com/business/story/2024-03-07/
>
> >
> china-tariffs-mexico-california-trade-texas-rivalr
>
> > y-jobs
>
> My post had nothing to do with Mexico or Canada.
> This is the Western Board.
>
> It's direct info from CNBC, period. If you want to
> argue go argue with them.
>
> Keith_Kevet

Nobody is arguing, just showing how "West Coast ports" is really about Mexico gaining at the expense of LA/LB. That IS a Western Board item.