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2 Railway Strikes, 3 US Sectors In Trouble: $277B In Goods At Stake As Canadian Unions Call For New Contracts

2 Railway Strikes, 3 US Sectors In Trouble: $277B In Goods At Stake As Canadian Unions Call For New Contracts

2次铁路罢工,3个美国行业陷入困境:价值2770亿美元的货物面临风险,加拿大工会呼吁新合同
Benzinga ·  08/22 15:20

Canada's railway strike could have major impacts on various sectors and companies in the U.S. that rely on goods and commodities from the second-largest company in the world.

加拿大铁路罢工可能会对美国依赖来自世界第二大公司的商品和商品的各个行业和公司产生重大影响。

Canadian National Railway Company (NYSE:CNI) and Canadian Pacific Kansas City Ltd. (NYSE:CP) said they locked out their workers and shut their networks in Canada early on Thursday after labor negotiations with the Teamsters Canada Rail Conference failed to result in a new union contract, Reuters reported.

纳斯达克:CNI和加拿大太平洋堪萨斯城有限公司:CP表示,周四早些时候在与加拿大铁路工会谈判失败后,锁定了工人并关闭了加拿大的网络,路透社报道。

Canada uses railways extensively to export grain, automobiles, potash, coal and other goods that are sold by companies — about $277 billion worth annually.

加拿大广泛使用铁路出口谷物、汽车、钾盐、煤等商品,这些商品的年销售额约为2770亿美元。

Thursday's stoppage by these two Canadian railways could prove to be a major shock to U.S. companies and sectors because of the amount of goods and commodities they carry in North America.

周四这两家加拿大铁路公司的停工可能会对北美运载的商品和商品的数量而言,对美国公司和行业造成重大冲击。

Canadian National Railway Company operates 20,000 miles of railroad that spans the entire width of Canada and follows the Mississippi River all the way to the Gulf of Mexico.

加拿大国家铁路公司运营着跨越整个加拿大宽度并沿着密西西比河一直延伸到墨西哥湾的2万英里铁路。

The Canadian Pacific Kansas City also runs a 20,000-mile network that covers Canada from east to west but also travels down through the U.S. and into Mexico.

加拿大太平洋堪萨斯城也拥有一条2万英里的网络,覆盖了加拿大从东到西,还延伸至美国和墨西哥。

Read Also: Transatlantic Container Shipping Volumes Rise As Possible Strike At U.S. Ports Hovers

阅读更多:随着可能发生的美国港口罢工而增加的横贯大西洋集装箱运输量

Here are some sectors that stand to be hurt by the rail stoppage:

以下是一些可能受到铁路停工影响的行业:

Automobile

汽车保险

The U.S. imported and exported transportation equipment worth about $73 billion respectively in 2023 from Canada, according to the International Trade Administration. Canadian National's website said it carries over 2 million finished vehicles a yearon an annual basis and services 12 North American vehicle assembly plants.

根据国际贸易管理局的数据,美国于2023年从加拿大进口和出口运输设备约价值730亿美元。加拿大国家铁路的网站表示,其每年运输200万辆以上的成品汽车,并为12家北美车辆组装厂提供服务。

Canadian Pacific Kansas City caters to about 90% of automotive assembly plants in Mexico, it said on its website.

根据加拿大太平洋肯萨斯城的网站,其为墨西哥约90%的汽车组装厂提供服务。

Price Action: Major automobile manufacturers had mixed performances into Thursday's mid-afternoon trading.

主要汽车制造商在周四中午交易中表现不一。

  • Ford Motor Company (NYSE:F) rose 0.69% to $10.93
  • General Motors (NYSE:GM) ticked up 0.05% to $46.58
  • Stellantis N.V. (NYSE:STLA) slipped 1.30% to $16.34
  • Tesla, Inc. (NASDAQ:TSLA) fell 3.84% to $214.70
  • 福特汽车公司(NYSE:F)上涨0.69%,至10.93美元。
  • 通用汽车(NYSE:GM)上涨0.05%,至46.58美元。
  • Stellantis N.V.(NYSE:STLA)下跌1.30%,至16.34美元。
  • 特斯拉,Inc.(纳斯达克:TSLA)下跌3.84%,至214.70美元。

Timber

木材

Canada's timber exports totaled $3.5 billion in 2022, according to Canadian government data.

根据加拿大政府的数据,加拿大的木材出口总额为35亿美元。

Pulp producer Mercer International (NASDAQ:MERC) said it was working on contingency plans for alternative transport methods in response to the strike.

纤维浆生产商美世国际(纳斯达克股票代码:MERC)表示,他们正在制定备选的运输方法应对罢工。

Price Action: Major lumber retailers and producers trended downward on Thursday.

价格走势:主要的木材零售商和生产商周四下降。

  • The Home Depot, Inc. (NYSE:HD) fell 1.17% to $366.12
  • Lowe's Companies, Inc. (NYSE:LOW) declined 0.68% to $240.72
  • Weyerhaeuser Company (NYSE:WY) dropped 0.53% to $30.25
  • West Fraser Timber Co. Ltd. (NYSE:WFG) slipped 0.61% to $80.52
  • 家得宝公司(纽交所股票代码:HD)下跌1.17%,至366.12美元。
  • 劳氏公司(纽交所股票代码:LOW)下跌0.68%,至240.72美元。
  • 惠誉公司(纽交所股票代码:WY)下跌0.53%,至30.25美元。
  • 西方弗雷泰木有限公司(纽交所股票代码:WFG)下跌0.61%,至80.52美元。

Grains And Agricultural Products

农产品和农产品

Nearly three dozen North American agricultural groups have warned that a simultaneous stoppage would be very severe on bulk commodity exporters in both Canada and the United States.

近三十多个北美农业组织警告称,同时停工将对加拿大和美国的大宗商品出口商造成严重影响。

Price Action: Major manufacturers of grains and agricultural products saw losses on Thursday.

价格走势:主要粮食和农产品制造商周四出现亏损。

  • Tyson Foods (NYSE:TSN) declined 0.60% to $62.93
  • The Mosaic Company (NYSE:MOS) dipped 0.29% to $27.84
  • AGCO (NYSE:AGCO) slid 0.32% to $89.19
  • Tyson Foods (NYSE:TSN)下跌0.60%,至$62.93
  • The Mosaic Company (NYSE:MOS)下跌0.29%,至$27.84
  • AGCO (NYSE:AGCO)下跌0.32%,至$89.19

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