2. Some orders from EU clients were brought forward to late 2020 to avoid potential #Brexit disruption. This earlier stockpiling is depressing exports - temporarily - at the start of 2021.

(It would be good if the hauliers shared their November and December data too)... (2/3)
3. The 68% is a month average. Other data (e.g. ship visits) show traffic slumped in late Dec/early Jan, then began to recover over the rest of the month. February will be better.

To reiterate, there are problems here - but nowhere near as bad as the headlines imply. (3/3)
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