{"id":10707,"date":"2026-07-27T11:56:47","date_gmt":"2026-07-27T09:56:47","guid":{"rendered":"https:\/\/www.viamartransit.com\/non-classifiee\/lequilibrismo-dello-shipping-globale\/"},"modified":"2026-07-27T12:07:23","modified_gmt":"2026-07-27T10:07:23","slug":"lequilibrismo-dello-shipping-globale","status":"publish","type":"post","link":"https:\/\/www.viamartransit.com\/fr\/nouvelles-de-lentreprise\/lequilibrismo-dello-shipping-globale\/","title":{"rendered":"L&rsquo;exercice d&rsquo;\u00e9quilibriste du transport maritime mondial"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lc09ghko-966b4b4c56c104876665689060189e06\">\n.avia-section.av-lc09ghko-966b4b4c56c104876665689060189e06 .av-section-color-overlay{\nopacity:0.8;\nbackground-color:#797f80;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-lc09ghko-966b4b4c56c104876665689060189e06 main_color avia-section-default avia-no-border-styling  avia-builder-el-0  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.av_textblock_section.av-8fdhs-3ef3a6063d65f1129d123859be81e701 .avia_textblock{\ncolor:#d8d3b2;\n}\n<\/style>\n<section  class='av_textblock_section av-8fdhs-3ef3a6063d65f1129d123859be81e701 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock briciole_pane av_inherit_color'  itemprop=\"text\" ><p><code><div class=\"breadcrumb breadcrumbs avia-breadcrumbs\"><div class=\"breadcrumb-trail\" ><span class=\"trail-before\"><span class=\"breadcrumb-title\">Vous \u00eates ici :<\/span><\/span> <span  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BreadcrumbList\" ><span  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ListItem\" itemprop=\"itemListElement\" ><a itemprop=\"url\" href=\"https:\/\/www.viamartransit.com\/fr\/\" title=\"Viamar Transit\" rel=\"home\" class=\"trail-begin\"><span itemprop=\"name\">Accueil<\/span><\/a><span itemprop=\"position\" class=\"hidden\">1<\/span><\/span><\/span> <span class=\"sep\">\/<\/span> <span  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BreadcrumbList\" ><span  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ListItem\" itemprop=\"itemListElement\" ><a itemprop=\"url\" href=\"https:\/\/www.viamartransit.com\/fr\/news\/\" title=\"News\"><span itemprop=\"name\">News<\/span><\/a><span itemprop=\"position\" class=\"hidden\">2<\/span><\/span><\/span><\/div><\/div><\/code><\/p>\n<h3 class=\"single-h3\"><\/h3>\n<p><code><\/code><\/p>\n<\/div><\/section><\/p><\/div><div  class='flex_column av-m3j34-dba8d2714b4b2ade51a1e0a6c3dfdce5 av_one_half  avia-builder-el-5  el_after_av_one_half  avia-builder-el-last  flex_column_div  '     ><\/div>\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='after_section_1'  class='main_color av_default_container_wrap container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-10707'><div class='entry-content-wrapper clearfix'>\n<section  class='av_textblock_section av-lc09ehmk-61cb1f8640c3a9efa60cfd6b1f4b0d5b '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock justificato'  itemprop=\"text\" ><div data-sfc-cp=\"\" data-hveid=\"CAEIBBAA\" data-processed=\"true\" data-complete=\"true\">\n<p data-path-to-node=\"0\">Naviguer aujourd&rsquo;hui sur le march\u00e9 du transport maritime mondial est devenu un exercice d&rsquo;\u00e9quilibriste. D&rsquo;un c\u00f4t\u00e9, les mesures protectionnistes de Washington redessinent les routes commerciales ; de l&rsquo;autre, les grands transporteurs maritimes continuent de serrer la vis sur l&rsquo;offre pour \u00e9viter l&rsquo;effondrement des prix. La flotte mondiale augmente, c&rsquo;est vrai, mais les compagnies annulent des d\u00e9parts (<i data-path-to-node=\"0\" data-index-in-node=\"403\">blank sailings<\/i>) \u00e0 un rythme sans pr\u00e9c\u00e9dent, r\u00e9ussissant ainsi \u00e0 maintenir les taux de fret artificiellement \u00e9lev\u00e9s.<\/p>\n<p data-path-to-node=\"1\">Les derni\u00e8res donn\u00e9es de Sea-Intelligence illustrent clairement cette strat\u00e9gie. Au cours du premier semestre de l&rsquo;ann\u00e9e, la capacit\u00e9 retir\u00e9e du march\u00e9 a augment\u00e9 de fa\u00e7on exponentielle par rapport \u00e0 l&rsquo;expansion de la flotte si l&rsquo;on compare les chiffres \u00e0 la m\u00eame p\u00e9riode de 2019.<\/p>\n<p data-path-to-node=\"2\">Sur la route Asie-C\u00f4te Est des \u00c9tats-Unis, par exemple, face \u00e0 une augmentation de 46 % de la capacit\u00e9 programm\u00e9e, l&rsquo;espace r\u00e9ellement annul\u00e9 a bondi de 215 %. Un sc\u00e9nario similaire s&rsquo;est produit sur la route Asie-M\u00e9diterran\u00e9e, o\u00f9 la capacit\u00e9 a augment\u00e9 de 56 %, mais les retraits d&rsquo;espace ont grimp\u00e9 de 159 %.<\/p>\n<p data-path-to-node=\"3\">Le d\u00e9s\u00e9quilibre se poursuit \u00e9galement sur les routes vers l&rsquo;Europe du Nord (+20 % de capacit\u00e9 mais +83 % de coupes) et vers la C\u00f4te Ouest am\u00e9ricaine (+16 % d&rsquo;espace total contre +62 % d&rsquo;annulations).<\/p>\n<p data-path-to-node=\"4\">En pratique, les transporteurs augmentent la capacit\u00e9 annul\u00e9e \u00e0 des taux allant jusqu&rsquo;\u00e0 4,6 fois sup\u00e9rieurs \u00e0 l&rsquo;injection de nouveaux navires. Le tonnage nouvellement livr\u00e9 est syst\u00e9matiquement gel\u00e9 pour exercer un contr\u00f4le strict sur l&rsquo;offre et maintenir des prix de transport \u00e9lev\u00e9s. Par cons\u00e9quent, le march\u00e9 se retrouve avec un taux de retrait structurel de capacit\u00e9 compris entre 10 % et 14 %.<\/p>\n<p data-path-to-node=\"5\">L&rsquo;objectif des armateurs reste de freiner la baisse des taux au comptant, qui ont montr\u00e9 des signes de faiblesse ces derni\u00e8res semaines pour atteindre une moyenne de 4 374 dollars par FEU (conteneur de 40 pieds). Drewry met en \u00e9vidence des baisses g\u00e9n\u00e9ralis\u00e9es : sur le transpacifique, la liaison Shanghai-Los Angeles a chut\u00e9 de 6 % (5 878 dollars\/FEU) et Shanghai-New York de 4 % (7 598 dollars\/FEU). La tendance est \u00e9galement \u00e0 la baisse sur le front europ\u00e9en, avec Shanghai-G\u00eanes en recul de 5 % (5 988 dollars) et Shanghai-Rotterdam de 1 % (4 824 dollars). Malgr\u00e9 ce repli, il s&rsquo;agit toujours de prix historiquement tr\u00e8s \u00e9lev\u00e9s, soutenus pr\u00e9cis\u00e9ment par le contr\u00f4le de fer exerc\u00e9 par les compagnies.<\/p>\n<p data-path-to-node=\"6\">La politique douani\u00e8re am\u00e9ricaine vient compliquer un peu plus le tableau logistique.<\/p>\n<p data-path-to-node=\"7\">L&rsquo;expiration des droits de douane mondiaux introduits par l&rsquo;administration Trump en vertu de la section 122 constitue une autre source d&rsquo;inqui\u00e9tude pour les acteurs du monde du transport maritime. Vendredi dernier, la Maison Blanche a imm\u00e9diatement \u00e9rig\u00e9 un nouveau mur douanier en activant les droits de douane de la section 301 du Trade Act de 1974, contournant ainsi le r\u00e9cent blocage de la Cour supr\u00eame sur les droits d&rsquo;urgence (IEEPA).<\/p>\n<p data-path-to-node=\"8\">La nouvelle mesure repose sur une motion du repr\u00e9sentant au Commerce des \u00c9tats-Unis (USTR), selon laquelle les pays repr\u00e9sentant 99 % des importations am\u00e9ricaines n&rsquo;auraient pas interdit l&rsquo;importation de marchandises produites par le travail forc\u00e9. C&rsquo;est pourquoi cette nouvelle barri\u00e8re a d\u00e9j\u00e0 \u00e9t\u00e9 rebaptis\u00e9e droits de douane \u00ab FLIP \u00bb (<i data-path-to-node=\"8\" data-index-in-node=\"337\">Forced Labour Import Prohibition<\/i>).<\/p>\n<p data-path-to-node=\"9\">La nouvelle carte douani\u00e8re am\u00e9ricaine p\u00e9nalise 35 march\u00e9s cl\u00e9s \u2014 dont la Chine, le Vi\u00eat Nam, le Br\u00e9sil et la Tha\u00eflande \u2014 qui verront leur taux passer \u00e0 12,5 %. En revanche, les droits de douane restent gel\u00e9s \u00e0 10 % pour 17 autres pays, tandis que l&rsquo;Union europ\u00e9enne et Ta\u00efwan b\u00e9n\u00e9ficient d&rsquo;une position avantageuse. Alors que la r\u00e9glementation pr\u00e9c\u00e9dente pr\u00e9voyait un droit de 10 % \u00e0 ajouter au droit de base MFN (<i data-path-to-node=\"9\" data-index-in-node=\"415\">Most Favoured Nation<\/i>), la mesure actuelle fixe un plafond global maximal de 10 %. Pour le Vieux Continent, les nouveaux seuils sont donc inf\u00e9rieurs \u00e0 ceux convenus il y a un an en \u00c9cosse, qui s&rsquo;\u00e9levaient \u00e0 15 %.<\/p>\n<p data-path-to-node=\"10\">La r\u00e9action du monde \u00e9conomique a \u00e9t\u00e9 extr\u00eamement vive. Comme le rapporte <i data-path-to-node=\"10\" data-index-in-node=\"74\">Lloyd\u2019s List<\/i>, Scott Lincicome, vice-pr\u00e9sident de l&rsquo;\u00e9conomie g\u00e9n\u00e9rale au Cato Institute, a vivement critiqu\u00e9 les nouvelles mesures de Trump, les qualifiant sans ambages de \u00ab faux droits de douane \u00bb. Les regroupements d&rsquo;importateurs qui avaient d\u00e9j\u00e0 remport\u00e9 des recours contre les droits de douane de l&rsquo;IEEPA et de la section 122 ont d\u00e9pos\u00e9 de nouvelles actions en justice vendredi.<\/p>\n<p data-path-to-node=\"11\">Pour les directeurs de la logistique et de la cha\u00eene d&rsquo;approvisionnement mondiale, le sc\u00e9nario ne laisse aucune place \u00e0 l&rsquo;improvisation : l&rsquo;incertitude li\u00e9e aux tarifs douaniers am\u00e9ricains et l&rsquo;instabilit\u00e9 g\u00e9opolitique imposent un r\u00e9ajustement imm\u00e9diat des stocks de s\u00e9curit\u00e9 minimaux dans les entrep\u00f4ts ainsi qu&rsquo;une r\u00e9vision totale des strat\u00e9gies d&rsquo;allocation budg\u00e9taire pour les mois \u00e0 venir.<\/p>\n<\/div>\n<p>SOURCE: REDAZIONE PORTNEWS 27\/07\/2026<\/p>\n<\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":1024,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[],"class_list":["post-10707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nouvelles-de-lentreprise"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - 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