20232024年港口报告：贸易和港口的混合信号以及国际集装箱航运物流的新中断（英）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report analyzes the state of international maritime trade and port activity for 2023-2024, highlighting recovery trends, structural challenges, and new disruptions impacting the sector [4][10] - International shipping, which transports around 80% of global trade by volume and 70% by value, continues to face major disruptions despite some recovery signs [11][12] - The Global Supply Chain Pressure Index indicates persistent supply chain pressures, with significant fluctuations in maritime freight rates and reliability of transport services [10][19] Analysis of Main Variables in International Shipping - The shipping industry is influenced by various global phenomena, including financial crises, health crises, technological issues, geopolitical conflicts, and extreme natural events [13][14] - Geopolitical tensions and climate-related events, such as droughts affecting the Panama Canal, have led to disruptions in major shipping lanes [14][15] - The reliability of container shipping services has fluctuated, with significant delays and port congestion impacting international trade [21][22] Performance of Containerized Maritime Trade - Global containerized maritime trade has fluctuated considerably from 2020 to 2024 due to the pandemic and geopolitical tensions [50] - By the end of 2023, regions like Asia and North America surpassed pre-pandemic trade levels, while Latin America and the Caribbean lagged behind [48] - Imports in Latin America have shown stronger recovery compared to exports, with some areas exceeding pre-pandemic levels [61] Ranking of Ports in Latin America and the Caribbean - The report provides insights into port performance, indicating that many ports have surpassed pre-pandemic activity levels, while others continue to struggle [11] - The East Coast of South America has shown notable growth in throughput, while the West Coast has experienced volatility and slower recovery [76][81] - Panama-Caribbean ports have consistently outperformed Panama-Pacific ports in terms of throughput [87][88] Final Considerations - The report concludes that the international maritime trade outlook remains uncertain due to ongoing logistical challenges and geopolitical conflicts [55] - The analysis emphasizes the need for stakeholders in the sector to adapt to the evolving global environment and enhance their capacity to respond to challenges [4][12]