I'm curious how Panamax or New Panamax berths make ports more economically viable? And whether US ports are more heavily import focused (and thus want a Neopanamax berth available should the need arise) vs. Chinese or Vietnamese ports? The reason I ask is because I spend too much time looking at ports on Google Maps, and to my eye no single N.A. port compares to most Chinese ports in terms of land area (and apparent capacity). [1] Do goods just sit idle in yards at Chinese ports?
Also, it looks like a single user has added ~30 ports to that list for China. [2] I'm not sure what to think of that.
[1] With the exception of Long Beach. Also this is only for container capacity, so I'm not thinking about roll-on/off, bulk and tanker ports.
[2] https://en.wikipedia.org/w/index.php?title=List_of_Panamax_p...
I know the dry dock list on Wikipedia isn't accurate because it doesn't even include my shipyard!
One man told me recently that Samsung's factory makes 50% of Vietnam's export value.
It is quite easy to move between Vietnam / Laos / Cambodia... I know it because I've personally driven on a motorbike many of the trucker back roads literally cut through the borders.
Vietnam will take a dozen more years to catch up. Hai Phong in the north is a very wealthy city due to all the shipping with China and Samsung, but politics and culture will get in the way for quite some time to come.
Today, China has 16 of the world's 50 busiest ports, including Shenzhen at #3 (all as measured by 2018 TEU volume). [4] However, this is less indicative of capacity than it is of current demand / throughput.
Both countries could benefit from building more deep-water ports. China currently has two Panamax ports, with a third on the way. Vietnam has none and is building its first. The U.S., by comparison, has 42 by my count. [5]
Separately, there's a great Wired documentary on Shenzhen: https://www.youtube.com/watch?v=SGJ5cZnoodY.
[1] https://www.latimes.com/world/la-fg-vietnam-trade-war-201907...
[2] www.scmp.com/economy/china-economy/article/3018403/chinese-manufacturers-returning-home-inefficient-vietnam
[3] https://www.wsj.com/articles/for-manufacturers-in-china-brea...
[4] http://www.worldshipping.org/about-the-industry/global-trade...
[5] https://en.wikipedia.org/wiki/List_of_Panamax_ports