{"id":59698,"date":"2025-02-27T19:35:25","date_gmt":"2025-02-27T19:35:25","guid":{"rendered":"https:\/\/todologisticanews.com\/site\/?p=59698"},"modified":"2025-02-27T19:35:32","modified_gmt":"2025-02-27T19:35:32","slug":"inventarios-crecen-ante-incertidumbre-comercial","status":"publish","type":"post","link":"https:\/\/todologisticanews.com\/site\/inventarios-crecen-ante-incertidumbre-comercial\/","title":{"rendered":"Inventarios crecen ante incertidumbre comercial"},"content":{"rendered":"\n<p>El aumento de la incertidumbre sobre las regulaciones comerciales y el posible incremento de aranceles desde Estados Unidos hacia M\u00e9xico, Canad\u00e1 y China est\u00e1 provocando un crecimiento en los inventarios. <\/p>\n\n\n\n<p>Empresas upstream y downstream reportaron un aumento constante al cierre de enero de 2025, con la tasa de expansi\u00f3n m\u00e1s r\u00e1pida del <em>Logistics Manager\u2019s Index (LMI)<\/em>.<\/p>\n\n\n\n<p>El informe del LMI advierte que un arancel generalizado sobre los principales socios comerciales de EE. UU. podr\u00eda afectar a sectores como automotriz, electr\u00f3nico, equipos m\u00e9dicos, alimentos y producci\u00f3n de petr\u00f3leo y gas. Adem\u00e1s, si Donald Trump impone aranceles temporales, las empresas podr\u00edan enfrentar dificultades para desarrollar estrategias, lo que ha llevado a algunas a detener pedidos hasta que haya mayor claridad.<\/p>\n\n\n\n<h4><strong>Evoluci\u00f3n de inventarios en upstream y downstream<\/strong><\/h4>\n\n\n\n<p>Las empresas downstream mostraron un repunte en inventarios, pasando de 33,9 en diciembre a 56,1 en enero, en parte por la reposici\u00f3n de mercanc\u00eda tras una temporada navide\u00f1a agitada. Durante 2024, la combinaci\u00f3n de altas tasas de inter\u00e9s, costos de transporte y abundancia de almacenes impuls\u00f3 estrategias de <em>Just in Time<\/em>. Ahora, los inventarios se mantienen upstream (mayoristas y distribuidores) y se trasladan downstream para las ventas de fin de a\u00f1o.<\/p>\n\n\n\n<p>Se espera que los inventarios sigan altos en 2025, impulsados por preocupaciones sobre costos y posibles aranceles. En enero, el aumento de inventarios elev\u00f3 costos, aunque no por estancamiento sino por precauci\u00f3n para mitigar el impacto de los aranceles y mantener la oferta ante una demanda estable.<\/p>\n\n\n\n<h4><strong>Impacto en el transporte y consumo<\/strong><\/h4>\n\n\n\n<p>El \u00cdndice de Precios del Transporte tambi\u00e9n registr\u00f3 un aumento, marcando un nuevo m\u00e1ximo en dos a\u00f1os. Se prev\u00e9 que los precios de transporte contin\u00faen subiendo, manteniendo la presi\u00f3n inflacionaria en las cadenas de suministro.<\/p>\n\n\n\n<p>Por su parte, aunque los consumidores estadounidenses gastaron menos en enero, las ventas minoristas mostraron un crecimiento interanual. Sin embargo, la imposici\u00f3n de aranceles podr\u00eda reducir el poder adquisitivo de los consumidores, con p\u00e9rdidas estimadas entre 46.000 y 78.000 millones de d\u00f3lares anuales, seg\u00fan la National Retail Federation (NRF).<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong><em>TodologisticaNEWS: Las principales noticias sobre puertos, log\u00edstica, transporte y comercio exterior<\/em><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"El aumento de la incertidumbre sobre las regulaciones comerciales y el posible incremento de aranceles...","protected":false},"author":957,"featured_media":59723,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"episode_type":"audio","audio_file":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","date_recorded":"","explicit":"","block":"","filesize_raw":""},"categories":[89,11334],"tags":[8705,214,229,522,13072,100,145],"yst_prominent_words":[935,1232,1393,1399,2980,1958,933,644,5620,5646,1568,4714,961,827,1772],"series":[],"episode_featured_image":"https:\/\/todologisticanews.com\/site\/wp-content\/uploads\/2025\/02\/Inventarios-crecen-ante-incertidumbre-comercial.jpg","episode_player_image":"https:\/\/todologisticanews.com\/site\/wp-content\/uploads\/2020\/05\/LOGO-PODCAST.jpeg","download_link":"","player_link":"","audio_player":false,"episode_data":{"playerMode":"dark","subscribeUrls":{"apple_podcasts":{"key":"apple_podcasts","url":"https:\/\/podcasts.apple.com\/uy\/podcast\/todologistica\/id1515118482","label":"Apple Podcasts","class":"apple_podcasts","icon":"apple-podcasts.png"},"google_podcasts":{"key":"google_podcasts","url":"","label":"Google Podcasts","class":"google_podcasts","icon":"google-podcasts.png"},"spotify":{"key":"spotify","url":"https:\/\/open.spotify.com\/show\/10D0EeKwuNi9BrB6KSt4px?si=Tn0hRTGJQwW6HqtWKotEZg","label":"Spotify","class":"spotify","icon":"spotify.png"},"stitcher":{"key":"stitcher","url":"","label":"Stitcher","class":"stitcher","icon":"stitcher.png"},"ivoox":{"key":"ivoox","url":"","label":"iVoox","class":"ivoox","icon":"ivoox.png"}},"rssFeedUrl":"https:\/\/todologisticanews.com\/site\/feed\/podcast\/todologistica","embedCode":"<blockquote class=\"wp-embedded-content\" data-secret=\"N2GFPz0T6u\"><a href=\"https:\/\/todologisticanews.com\/site\/inventarios-crecen-ante-incertidumbre-comercial\/\">Inventarios crecen ante incertidumbre comercial<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/todologisticanews.com\/site\/inventarios-crecen-ante-incertidumbre-comercial\/embed\/#?secret=N2GFPz0T6u\" width=\"500\" height=\"350\" title=\"\u00abInventarios crecen ante incertidumbre comercial\u00bb \u2014 TodoLOGISTICA NEWS\" data-secret=\"N2GFPz0T6u\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/*! 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