The imbalance in the cross-border market , the high levels of road capacity in the United States in the last two years, as well as the tariff policy of the northern neighbor, are some of the factors that impact intermodal transport rates.
“Mexico has a cargo imbalance in some markets; it exports more than it imports from the United States, and that impacts us with cross-border tariffs . Depending on the routes, we need to know if we’re going to be cheap, if we’re going to help with empty return flights, or where we’re going to jump in line if it’s oversold,” said Luis Felipe González, Vice President of Customer Solutions for EASO and Hub Group .
During his participation in Container Week , organized by the Mexican Association of Intermodal Transport (AMTI) , he added that the reduction in capacity of B1 operators, the insecurity in some corridors in Mexico, among other factors, also impact intermodal transport.
Regarding the high level of capacity for land transport in the United States, he explained that this situation leads to low intermodal rates , while “the rhetoric of the President of the United States, Donald Trump, changes every day and affects us.”
At the event, he indicated that the shortage of road transport for certain markets, such as in the port of Lázaro Cárdenas, gave rise to a phenomenon in the arrival of automobiles of Chinese origin, since they were moved through containers .
He also pointed out that fuel and other ancillary costs are included in the fares for this mode of transport. However, he mentioned that compared to trucking, they offer stable annual fares, more consistent transit times, and more cost-effective door-to-door service.
He reported that, according to AMTI data, for the first half of this year, cross-border intermodal grew 17%, while domestic intermodal grew 7%, and maritime intermodal registered a drop of 8%.
“Domestic freight has grown strongly in recent years. It slowed down in 2021, but in 2022, 2023, and 2024, while the total volume of cargo may still be low, it remains one of the fastest-growing segments in terms of percentage. We’ve struggled quite a bit to recover volumes in cross-border freight due to the dynamics of the relationship with the United States. As for maritime intermodal freight, the pandemic and the Long Beach port closure had a positive effect, causing many cargo flows from China to North America to shift to Lázaro Cárdenas and Manzanillo,” he emphasized.
Luis Felipe González predicts a good end to the year for this mode of transport .
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