01
Rapport
04
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T3 2026
Signal conditions in Atlantic
supply chains.
Le temps d’immobilisation des conteneurs à Saint-Jean a augmenté de 14 % par rapport à la moyenne quadriennale au deuxième trimestre, tandis que les réservations ferroviaires intérieures ont reculé de 6 %. C’est la divergence qui constitue le signal ; aucune série seule ne l’indique.
Two series that normally move together came apart in the second quarter. Container dwell time at Saint John rose 14% against its four-year mean. Inland rail bookings fell 6% over the same window.
Why the divergence matters
Read on its own, either series is unremarkable. Dwell time moves with weather, labour and vessel scheduling. Rail bookings move with demand. Read together, they describe cargo arriving and not leaving at the usual rate.
What the run covered
Public port notices, carrier schedules, regional news and freight commentary across the quarter. The engine was asked one question: where do the series stop agreeing?
Figure 01
Reflux de marée à basse mer. La direction n’est lisible qu’une fois les séries lues ensemble.