Transport lags can cause annual global exports to exceed imports when trade is growing rapidly because goodsintransitin December are counted as exports by China, say, but are not counted as imports by America until January.
They range from buying goodsin retail stores and at unattended kiosks, to transit ticketing, and even securely accessing buildings and computers networks.
If you then now reduce the vehicle traffic that is allowed across the Alps, how is that shortfall going to be made up, other than a reduction in the total number of goods that are allowed to transit?