欧洲港口严重拥堵将持续数月

Core Insights - European ports are experiencing the most severe supply chain congestion since the pandemic, with container ships and barges waiting times significantly extended to 66-77 hours [1][2] - The congestion is exacerbated by a 7% increase in imports to European ports due to U.S. tariff policies redirecting goods from Asia [1][2] - The situation is expected to persist for several months, impacting shipping schedules and increasing operational costs for shipping companies [1][3] Group 1: Port Congestion - Major ports like Rotterdam, Antwerp, and Hamburg are facing unprecedented congestion, with ship density in Rotterdam's anchorage area increasing by 300% compared to normal [1] - The waiting time for barges in Antwerp has reached an average of 66 hours, while in Rotterdam it is 77 hours [1][2] - The congestion has led to a chain reaction, with Hamburg halting the acceptance of imported refrigerated containers due to saturated storage [1][2] Group 2: Impact on Shipping and Logistics - Shipping companies are facing increased operational costs due to longer waiting times, which affect fuel consumption and crew wages [2][3] - To ensure timely delivery, shippers are forced to choose more expensive transportation methods or increase inventory, further raising logistics costs [3] - Major shipping lines like MSC and Hapag-Lloyd have announced significant rate increases for routes from Asia to Europe, with MSC implementing phased rate hikes starting June 15 [3] Group 3: Industry Response and Outlook - Port operators are urgently hiring new staff and acquiring equipment to alleviate congestion pressures [3] - Some industry experts express skepticism about the quick resolution of congestion issues, indicating that significant capacity investments may take years to implement [4]