USA : Trafico ferroviario disminuye

davigarma

Well-Known Member
Cada maestrillo tiene su librillo pero uno de mejores indicadores que conzco sobre la salud de la economia americana es su tráfico ferroviario por la enorme importancia que tiene en cuanto al volumen. El 30% de todo el transporte nacional es por ferrocarril

"La Asociación de Ferrocarriles Americanos (AAR) reportó hoy que el tráfico mixto ferroviario semanal de la semana que finalizó el 07 de abril 2012 en los ferrocarriles de Estados Unidos movió 270,974 vagones, una disminución de 7,7 por ciento en comparación con la misma semana del año pasado. El volumen intermodal para la semana ascendió a 231,153 remolques y contenedores, un 1,1 por ciento en comparación con la misma semana del año pasado."

Ojo con esto, que está retrocediendo, tengo que consultar los de esta semana

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davigarma

Well-Known Member
Sigue retrocediendo

"La Asociación de Ferrocarriles Americanos (AAR) reportó hoy que el tráfico mixto ferroviario semanal de la semana que finalizó el 14 de abril 2012, en los ferrocarriles de Estados Unidos originó un movimiento de 276,789 furgones, un 6,4 por ciento menos en comparación con la misma semana del año pasado. El volumen intermodal para la semana ascendió a 234,157 remolques y contenedores, un 1,6 por ciento menos en comparación con la misma semana del año pasado.

Doce de los 20 grupos de productos básicos de vagones completos con aumentos anunciados en comparación con la misma semana de 2011, con productos derivados del petróleo, un 39 por ciento; minerales metálicos, hasta 16,7 por ciento, y los vehículos de motor y equipo, hasta un 15,3 por ciento. Los grupos que muestran una disminución significativa en el tráfico de semana incluidos son los productos agrícolas con excepción del grano, con un descenso 28,1 por ciento, la de carbón, con un descenso del 18,2 por ciento, y el grano, un 16,3 por ciento.

El Volumen de cargamento semanal en los ferrocarriles del Este se redujo un 2 por ciento en comparación con la misma semana del año pasado. En Occidental del pais, el volumen de cargamento semanal se redujo un 9,4 por ciento en comparación con la misma semana de 2011.

Durante las primeras 15 semanas de 2012, los ferrocarriles de Estados Unidos reportaron un volumen acumulado de 4,226,853 furgones, hasta un 3,1 por ciento desde el mismo punto el año pasado, y 3,393,755 remolques y contenedores, un 2,4 por ciento respecto al año pasado. "

Ummm... señal de ralentizacion


 

davigarma

Well-Known Member
Oscar Muñoz, el CEO de CSX parece que es optimista

CSX: THE ECONOMY IS SLOWLY IMPROVING

Given the recent weakness and conflicting data in rail, it’s helpful to talk to some industry insiders for a better perspective on what’s going on in this important sector of the economy. And who better to reach out to than CSX, one of the largest railroad companies in the world. I was fortunate enough to tap into the knowledge of Oscar Munoz, the COO at CSX for a few brief questions about some of the macro trends in rail today:

CR : Rail traffic continues to be an excellent indication of the health of the economy. What is CSX seeing today in terms of the recovery and growth in the USA?

Oscar Munoz: We continue to see indications of stabilization and slow, steady growth in the U.S. economy. Given that, we expect to meet increased demand for freight transportation services across the highly diversified set of industries that we serve. As such, CSX expects its business will grow at a rate above the economy, with 90 percent of the company’s volume expected to remain stable or increasing in the second quarter of the year.

CR: Coal demand has really skewed some rail reports in recent months. Can you explain what’s behind the decline and how this is impacting CSX’s business?

Oscar Munoz: Historically, demand for electricity has been driven by overall economic performance and industrial production coupled with the impact of weather patterns. This year, mild winter weather drove down demand for power generation in the eastern United States. Additionally, new technology and drilling techniques have driven natural gas prices to all-time lows, further impacting the traditional electricity demand equation and driving continued displacement of coal at some utilities. Although low natural gas prices are the dominant force in the current utility coal market, there is also uncertainty around a number of EPA regulations that will likely impact the sector.

Not surprisingly, given those factors, CSX is seeing headwinds in its domestic utility coal business. The company expects these headwinds to be the strongest in the second quarter and then moderate throughout the balance of the year. Although domestic demand for utility coal is soft, CSX expects full-year export coal levels to remain at high levels, similar to 2011, as global population and economic growth drives ever-increasing demand for export coal.

Given the changes in utility coal demand, we’ve taken steps to adjust resource levels in select areas, particularly in the coal-generating regions, and shifted resources to the other areas of the business that are growing. As mentioned earlier, 90 percent of CSX’s business is expected to remain stable or grow in the second quarter and the company remains committed to supporting that growth while delivering the high service levels customers have come to expect from CSX.

CR: Is CSX seeing any direct impact from the slow-down in China or the continuing crisis in Europe? If so, how is this impacting the domestic economy?

Oscar Munoz: While the rate of growth in China may temporarily moderate, China’s expanding and evolving population continues to spur healthy energy demand and infrastructure expansion. This trend is expected to drive on-going exports of domestic materials and, thus, a need for sustained transport of freight bound for China.

Despite Europe’s well-publicized issues, the continent continues to be an important destination for the products we ship. Although Europe’s fiscal and economic policies have created some volatility in the markets, it continues to be an important destination for export coal shipments. In fact, about two-thirds of our export coal goes to Europe and much of that is thermal coal already under contract.

CR: What’s CSX’s outlook for commodities in general? Is the commodity bull market still intact?

Oscar Munoz: We are seeing commodity shipments increase with the economy overall and expect that to continue. More specifically, the expanding industrial economy supports growth in CSX’s automotive and metals markets driving strength in shipments of not only finished automobiles, but also sheet steel and plastics.

In addition, energy exploration and the low price of natural gas are generating significant opportunity for CSX to ship products such as frac sand, piping, crude oil and petrochemicals. Looking ahead, we expect our agriculture business to be stable, with increases in both grain and phosphate shipments being offset by lower ethanol demand.

Lastly, although still off a low base, we are continuing to see modest improvement in the multi-family housing and construction sectors. This growth supports CSX’s forest products business and provides a stable environment for shipments of other products such as aggregates, cement, steel and lumber.

CR: What’s your broad outlook for the rail industry and CSX’s integral role in this industry going forward?

Oscar Munoz: CSX sees a wealth of opportunities to continue providing strong service to our diverse customer base, and, based on that foundation, we expect sustained strong business performance. Freight rail, and our nation’s broader transportation network, will remain an integral component of the national economy—representing an efficient, secure means of transporting essential materials both domestically and abroad. Freight rail is also the most environmentally-friendly way to ship goods over land.

The health of CSX is rooted in the company’s well-positioned transportation network and our ability to respond nimbly to challenges. We’ve come out of the recession a leaner and more efficient company, ready to meet the increased demand for products and resources in the United States and abroad, driven by population and economic growth around the world. From a high level, the economic backdrop remains favorable and the company expects solid growth in 58 percent of our markets and stable conditions in 32 percent of our markets in the coming quarter.

Operationally, CSX remains focused on safety and delivering consistently high levels of service for our customers. Great customer service is a top priority and we constantly strive to improve our performance. By doing so, we will continue to drive excellence in our operations and value for our customers and shareholders. CSX remains on track to achieve year-over-year earnings growth in 2012, and to continue to make progress on achieving our target 65 percent operating ratio by 2015.


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Johngo

Well-Known Member
Me encantan los indicadores no tradicionales. Esto es bien de bolsista

Transporte de cargas ferrocarriles y navieros (y trafico), consumo de energia, peajes y comportamiento de gastos en vacaciones, el conocido y discutido indice Big Mac y cuanto mas imaginativo exista.

Habia un viejito astuto hace algunos años en la biblioteca de la BCBA que esperaba ansioso un boletin mensual para ver el consumo de energia por sectores. SALUDOS
 

davigarma

Well-Known Member
Ya tenemos el informe de esta semana y los datos son mixtos :

"La Asociación de Ferrocarriles Americanos (AAR) reportó hoy el tráfico mixto ferroviario semanal de la semana que finalizó el 21 de abril 2012, con los ferrocarriles de Estados Unidos originando 282,262 furgones, hasta un 3,6 por ciento en comparación con la misma semana del año pasado. El volumen intermodal para la semana ascendió a 239,276 remolques y contenedores, un 6 por ciento en comparación con la misma semana del año pasado.

Catorce de los 20 grupos de productos básicos de vagones completos hubo aumentos anunciados en comparación con la misma semana de 2011, con productos derivados del petróleo, hasta 48,3 por ciento, vehículos de motor y equipo, hasta un 32,9 por ciento, y los productos forestales primarios, un 22,8 por ciento. Los grupos que muestran una disminución significativa en el tráfico de la semana son los productos agrícolas, excluidos los cereales, un 19 por ciento; de granos, un 18 por ciento, y el carbón, un 16 por ciento.

Volumen de cargamento semanal en los ferrocarriles del Este fue un 2 por ciento en comparación con la misma semana del año pasado. En la parte Occidental, el volumen de cargamento semanal se redujo un 7,3 por ciento en comparación con la misma semana de 2011.

Durante las primeras 16 semanas de 2012, los ferrocarriles de Estados Unidos reportó un volumen acumulado de 4,509,115 furgones, un 3,2 por ciento respecto al mismo período el año pasado, y 3,633,031 remolques y contenedores, un 2,6 por ciento respecto al año pasado. "

Resumiendo : en semanal - 3'6% en vagones , y en el intermodal +2% acumulado. Datos mixtos y que muestran estancamiento

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Johngo

Well-Known Member
TURISMO

Los turistas internacionales han gastado 9.010 millones de euros en España durante el primer trimestre, lo que es un 7,4% más que el mismo periodo del año pasado. Según la Encuesta de Gasto Turístico, han gastado un 11,9% más en el mes de marzo, equivalente a 1.519 millones de euros.

Además, los viajeros procedentes de Alemania son los que más han contribuido a la economía española con una factura de 1.519 millones de euros en último mes.

Por último, cabe destacar que Canarias es la Comunidad Autónoma que más se ha beneficiado del gasto turístico entre enero y marzo con 3.048 millones de euros recibidos. Ha registrado un incremento del 6,2% interanual y ha contabilizado el 33,8% del total recibido en España.
 

davigarma

Well-Known Member
Al que se va a gastar 4.500$ en un contrato del S&P 500 le importa y mucho el tráfico ferroviario de Estados Unidos, en cambio, los turistas que vienen a España le influyen poco

Este Jhonny :-

Mejor abre otro hilo ;)

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davigarma

Well-Known Member
Datos mixtos

“The Association of American Railroads (AAR) today reported mixed weekly rail traffic for the week ending May 12, 2012, with U.S. railroads originating 279,063 carloads, down 5.2 percent compared with the same week last year. Intermodal volume for the week totaled 238,980 trailers and containers, up 3.1 percent compared with the same week last year.

Ten of the 20 carload commodity groups posted increases compared with the same week in 2011, with petroleum products, up 49 percent; motor vehicles and equipment, up 35.7 percent, and lumber and wood products, up 20.3 percent. The groups showing a decrease in weekly traffic included coal, down 16.2 percent; nonmetallic minerals, down 15.4 percent, and grain, down 11.4 percent.

Weekly carload volume on Eastern railroads was down 5.2 percent compared with the same week last year. In the West, weekly carload volume was down 5.2 percent compared with the same week in 2011.

For the first 19 weeks of 2012, U.S. railroads reported cumulative volume of 5,347,394 carloads, down 3.3 percent from the same point last year, and 4,353,407 trailers and containers, up 2.8 percent from last year.”

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davigarma

Well-Known Member
FED'S LOCKHART: Sees U.S. jobless rate below 8% by year end.

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