“看不到解决方案”——美国关税加剧德国港口航运瓶颈

Core Viewpoint - The uncertainty brought by U.S. tariff policies is increasingly threatening international trade, particularly impacting key German ports like Hamburg and Bremen [1][2]. Group 1: Impact on Ports - The waiting time for ships at Bremen port has increased by 77% and by approximately 49% at Hamburg port from late March to mid-May [2]. - Other major European ports, such as Antwerp, Rotterdam, and Felixstowe, are also experiencing extended waiting times for vessels [2]. - Labor shortages due to strikes, inadequate infrastructure, and adverse weather conditions are contributing to delays and operational disruptions at European northern ports [2]. Group 2: Causes of Bottlenecks - The adjustment of shipping alliances and terminal renovations are significant factors causing operational bottlenecks in German ports, exacerbated by the unpredictable U.S. tariff policies [2]. - The temporary suspension of high tariffs by the U.S. led to a surge in shipping volumes, further destabilizing the global logistics industry [2]. Group 3: Economic Implications - The potential resurgence of logistics bottlenecks similar to those experienced during the COVID-19 pandemic could lead to significant supply chain disruptions and increased commodity prices [3]. - Political decisions, such as the U.S. tariff policies, can quickly translate into real bottlenecks in ports and supply chains, signaling economic warnings [3]. - Increased transportation costs for smaller cargo due to U.S. tariffs will ultimately be passed on to American consumers [3].