The Vizion team has been hard at work this week compiling data from our Tradeview platform, analyzing millions of container shipment bookings, and have summarized our findings below and available in the linked dashboard HERE.

Currently, we've seen new shipments entered for import and exports utilizing these ports decrease significantly. The weekly average in July and August was 97K TEUs and in the week of September 22 reduced to 14,895 TEUs.

There are a significant amount of shipments currently scheduled to arrive into or depart out of the affected ports. The total scheduled imports affected represent 665,700 TEU or 60% of all future US imports, with approximately $21B in estimated cargo value.

Based on the last 12 months of shipment bookings in Vizion's Tradeview platform, the affected US Ports represent 55% of all US Imports, 71% of all US Exports, and 27% of Global Import Activity, and 12.5% of Global Export Activity. On average, each month these ports bring in 784,000 TEU (containers). The monthly average for exports from these ports are 329,200 TEU.

The companies named in our analysis include large importers Walmart, for example, which relies on these US ports for approximately 86% of their total US Imports, similarly for First Solar as well (97% of their US Import volume). On the Export side you have ExxonMobil, where 97% of their US Export volume utilized these ports in the last 12 months (second only to Dow Chemical at 78%).

The types of imported cargo identified include furniture, bedding and mattresses (54% of the volume for this cargo type are brought in through these ports). Exported goods like plastics (80% of all US plastics exported), wood pulp products (72%), and meat products (77%). Starting October 1st, Vizion will produce daily snapshots of in transit import shipments and vessels that are rerouted or remain anchored, waiting to unload their goods.

Please stay tuned to our Linkedin page and Blog for more analysis, and reach out to us for any questions at ben@vizionapi.com. Vizion will be updating this blog with daily updates.

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Day 1

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Day 1 of the ILA Port Strike

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Vizion CEO Kyle Henderson sat down with NPR's Scott Horsley yesterday to share some of the high level numbers seen in the Tradeview platform today. Here are some numbers we are watching on Day 1 of the Strike.

• 2.45 million = The number of metric tons in total cargo weight for shipments (identified in our Tradeview platform) scheduled to arrive into USNYC in the next 90 days, currently higher than even LAX.
• 38 billion = The estimated cargo value for all in transit shipments scheduled to arrive into the ILA ports in the next 90 days.
• 348 = the current number of vessels on the water listing US East + Gulf Coast ports as their destination. These vessels have over 441,000 individual shipments identified in Tradeview with an 746,000 in estimated TEUs.
• 42,870 = the number of TEUs that were gated out (via truck) from these ports on Friday 9/27.
• 76,400 = the number of TEUs that were gated out (via truck) from tehse ports on Monday 9/30.
• In the past 24 hours, despite the threat of the strike, there have been 48 containerships that have departed from origins overseas with cargo aboard destined for the impacted ports, with CMA CGM's ELBE vessel leading the way with over 651 shipments aboard identified with an ILA port listed as the destination.
• As we shared yesterday new bookings for Import and Export using the impacted ports have decreased dramatically over the last 7 days, but have not in fact stopped entirely. Just yesterday, the Tradeview platform identified 3,423 new shipments confirmed for Export and 13,268 shipments confirmed for Import.

Dashboard for Live Shipment Tracking now available.

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