{"id":3817,"date":"2025-04-29T08:18:35","date_gmt":"2025-04-29T14:18:35","guid":{"rendered":"https:\/\/seal.com.gt\/?p=3817"},"modified":"2025-05-13T14:38:44","modified_gmt":"2025-05-13T20:38:44","slug":"que-navieras-serian-las-mas-impactadas-por-la-guerra-comercial","status":"publish","type":"post","link":"https:\/\/seal.com.gt\/en\/que-navieras-serian-las-mas-impactadas-por-la-guerra-comercial\/","title":{"rendered":"\u00bfQu\u00e9 navieras ser\u00edan las m\u00e1s impactadas por la guerra comercial?"},"content":{"rendered":"

Los consultores de Linerlytica destacan las l\u00edneas navieras de contenedores<\/strong><\/a> m\u00e1s expuestas en el transpac\u00edfico por la guerra comercial<\/strong> en curso iniciada por Donald Trump<\/strong>, el presidente estadounidense, contra China<\/strong>, que ha detenido la mayor\u00eda de los negocios entre las dos econom\u00edas m\u00e1s grandes del mundo, seg\u00fan informaron desde SEAL, Servicios Especializados de Aduana y Log\u00edstica.<\/strong><\/a><\/p>\n\n\n\n

Tal como publica Splash, Hede<\/strong>, Matson<\/strong>, SeaLead<\/strong>, TS Lines<\/strong> y COSCO<\/strong><\/a> son los que corren mayor riesgo de sufrir las consecuencias inmediatas<\/strong>, seg\u00fan una investigaci\u00f3n de Linerlytica, que sugiere que entre el 30% y el 40% de las importaciones de contenedores transpac\u00edficos siguen estando efectivamente detenidas por los aranceles<\/strong>. “El enfrentamiento entre EE.UU. y China contin\u00faa manteniendo el sentimiento del mercado de contenedores pobre<\/strong>,<\/a>con concesiones arancelarias de EE.UU. lejos de ser suficientes para restaurar los vol\u00famenes transpac\u00edficos, con reservas de carga en las pr\u00f3ximas 3 semanas que se han reducido entre un 30%<\/strong> y un 60% en China y entre un 10% y un 20% en el resto de Asia”, se\u00f1al\u00f3 Linerlytica en su informe semanal m\u00e1s reciente.<\/p>\n\n\n\n

Es probable que las pr\u00f3ximas vacaciones del D\u00eda del Trabajo frenen a\u00fan m\u00e1s la demanda de carga en mayo<\/strong>, lo que posiblemente obligue a los transportistas a cancelar salidas adicionales<\/strong> en las pr\u00f3ximas semanas para detener una mayor erosi\u00f3n de las tarifas de carga<\/strong><\/a>, sugiri\u00f3 Linerlytica.<\/p>\n\n\n\n

Los datos de Clarksons Research sugieren que el 6% del comercio mundial de contenedores en TEU corresponde a las importaciones estadounidenses de China<\/strong>, las dos superpotencias del mundo, que ahora se cobrar\u00e1n a niveles arancelarios elevados de al menos el 145%. Otro 8% se encuentra en el nivel de referencia del 10%<\/strong>.<\/p>\n\n\n\n

“Para los operadores de nicho m\u00e1s peque\u00f1os, la guerra comercial es particularmente destructiva”<\/strong>, advirtieron los analistas de Sea-Intelligence. “La mayor\u00eda de ellos dependen de grandes vol\u00famenes de China en sus servicios<\/strong> y no est\u00e1n bien equipados para cambiar repentinamente a una carga alternativa de origen no chino. Para algunos de estos, potencialmente podemos esperar cierres de servicios completos mientras dure la guerra comercial<\/strong>“, seg\u00fan informaron desde SEAL, Servicios Especializados de Aduana y Log\u00edstica.<\/strong><\/a><\/p>\n\n\n\n

Se prev\u00e9 que los operadores globales concentren las escalas en menos puertos estadounidenses en los pr\u00f3ximos meses<\/strong>, al tiempo que cambiar\u00e1n algunas escalas de China a otros centros de fabricaci\u00f3n asi\u00e1ticos.<\/p>\n\n\n\n

La guerra comercial est\u00e1 comenzando a aparecer en las cifras de los puertos<\/strong>, con el Ministerio de Transporte de China informando que durante la semana del 7 al 13 de abril, el rendimiento de contenedores en los puertos de China cay\u00f3 un 6,1%<\/strong>.<\/p>\n\n\n\n

 <\/h3>","protected":false},"excerpt":{"rendered":"

Los consultores de Linerlytica destacan las l\u00edneas navieras de contenedores m\u00e1s expuestas en el transpac\u00edfico por la guerra comercial en curso iniciada por Donald Trump, el presidente estadounidense, contra China, que ha detenido la mayor\u00eda de los negocios entre las dos econom\u00edas m\u00e1s grandes del mundo, seg\u00fan informaron desde SEAL, Servicios Especializados de Aduana y Log\u00edstica. Tal como publica Splash, Hede, Matson, SeaLead, TS Lines y COSCO son los […]<\/p>\n","protected":false},"author":9,"featured_media":3818,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[62,596,55,65],"class_list":["post-3817","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-centroamerica","tag-navieras","tag-seal","tag-servicios-especializados-de-aduana-y-logistica"],"yoast_head":"\n\u00bfQu\u00e9 navieras ser\u00edan las m\u00e1s impactadas por la guerra comercial?<\/title>\n<meta name=\"description\" content=\"Hede,\u00a0Matson,\u00a0SeaLead,\u00a0TS Lines\u00a0y\u00a0COSCO\u00a0son los que corren mayor riesgo de sufrir las\u00a0consecuencias inmediatas, seg\u00fan una investigaci\u00f3n de Linerlytica.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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