Wonke umuntu unethemba lokuthi iholide Losuku Lwesizwe lizosiza ukusindisa imakethe yezimpahla ezibuthaka, kodwa amathemba amahle awo wonke umuntu angase abe yize!
Ngokusho kwezindaba zethu zakamuva: ngemuva koSuku Lukazwelonke, iYurophu, iNyakatho Melika, iMpumalanga Ephakathi naseNingizimu Melika kanye neminye imizila emikhulu amazinga wezimpahla asacindezelekile!
Ulwazi oluvela ngaphambi kwemakethe lubonisa ukuthi umkhumbi ohamba olwandle womzila phakathi kweMelika neNtshonalanga, owaziwa ngokuthi iphayona lokunciphisa impahla, ngokushesha wehla ngaphansi komkhawulo obalulekile we-$ 1,800 / 40HQ phakathi nezinsuku ezintathu ngemuva komkhosi.Phakathi kwazo, isiqukathi esingamamitha angu-40 NOR (" Non Operating Reefer ": Iziqukathi ezibandayo ezomile) siwele ku-$1,100 eheha iso.
Yonke imigqa emikhulu yemikhumbi yehliswa phansi
Kubikwa ukuthi idatha yakamuva ye-Shanghai Shipping Exchange ikhombisa ukuthi ngoSepthemba 30, amanani ezimpahla (impahla yasolwandle kanye nezindleko ezengeziwe) zokuthekelisa echwebeni laseShanghai ezimakethe zamachweba eziyisisekelo entshonalanga naseMpumalanga ye-United States bekungamadola angama-2399/FEU. kanye no-6159 US dollars/FEU, yehle ngo-10.6% no-5.8% ngokulandelanayo uma kuqhathaniswa nesikhathi sangaphambilini
Imizila yaseNyakatho Melika:
Izinga eliya eNtshonalanga lalingu-$2,399 i-FEU ngayinye, lehle ngo-10.6% kusukela esikhathini esedlule
Izinga lempahla lase-US East lalingu-$6,159 i-FEU ngayinye, lehle ngo-5.8% kusukela esikhathini esedlule.
Imizila YaseYurophu:
Izinga lembobo eliyisisekelo lase-Europe lalingu-$2,950/TEU, lehle ngo-6.7% kusukela esikhathini esedlule
Amazinga omugqa weMedithera abengu-$2,999 i-TEU ngayinye, ehle ngo-7.7% kusukela esikhathini esedlule
I-Persian Gulf: $912/TEU, yehle ngo-7.7% kusukela esikhathini esedlule
I-Australia-new Zealand: Amanani abengu-$1,850/TEU, ehle ngo-5.4% kusukela esikhathini esidlule
Imizila yaseNingizimu Melika: $5025 /TEU, yehle ngo-8.3% kusukela esikhathini esedlule
Ngokwehlukana, iWorld Container Freight Index (WCI) yehle enye ngo-8% ngesonto eledlule futhi yehle ngo-64% kunonyaka odlule, ngokusho kwedatha yakamuva ye-Drury (Okthoba 6)
Kubikwa ukuthi ukwehla kwamanje kwenani lempahla kuzoba ngeyokuqala ukubekela inselelo indawo yokuphunyuka.Inhloko yomthengisi omkhulu wempahla yaveza ukuthi i-break-even point yezinkampani ezinkulu zemikhumbi esimweni sokukhanselwa kwechweba ngamadola angu-1,500.
Enkampanini enkulu yokudlulisela phambili, umphathi jikelele wenkampani yemikhumbi kanye nomphathi uthe, ngempela banobuhle bomzila osentshonalanga wezinkampani zemikhumbi ngesiqu ngasinye sezindleko eziphakathi kwama-$1300 kuya ku-$1500, kuncike kakhulu kubukhulu bomthamo womkhumbi, ingabe kukhona ukufakwa kwe-desulfurizer , ngaphandle kwepulaki port, kungakhathaliseki ukuthi amanani kawoyela ohlangothini oluphezulu, hhayi eduze kwamachweba okukhethwa komzila, ukusebenza kahle kokulawula izindleko, njll konke kuyizici ezinethonya.
Ingabe ukuhoxa unomphela umthamo kuzomisa amanani omthwalo wempahla ukuba ehle?
Iholide loSuku lukazwelonke lenze okuncane ekudambiseni ukushelela kwezimpahla namanani e-charter, nezinkomba ze-SCFI ne-CCFI "zizophinde ziqale ukwehla kwesonto eledlule" kuleli sonto, ngokusho kwe-Linerlytica.
Umhlaziyi wakwa-Linerlytica uthe: "Olayini bemikhumbi basamanqikanqika ukunciphisa umthamo futhi ukunciphisa ukuminyana kwechweba kunciphise kakhulu ukuncipha kwamandla okuqala. Ukuminyana kwemikhumbi yomhlaba wonke kwehle kwaya ku-10.5% kusuka ku-15% ngo-March."
U-HJ Tan, umhlaziyi wakwa-Linerlytica, uthe: "Kuze kube manje, ukumiswa kwe-port hopping akuphumelelanga neze ukumisa ukwehla kwezinga lempahla. Okudingekayo manje ukususwa unomphela kwamandla emizileni."
Uthe i-Linerlytica ibala ukuthi kuze kube manje ukuncishiswa okuhleliwe ku-akhawunti yaseNtshonalanga kungaphansi kwamaphesenti angu-7 omthamo wokuhweba, kanti ukuncishiswa kwemizila yasogwini lwase-East kubalwa ngaphansi kwamaphesenti angu-2 ngoba izinsizakalo ezihoxiswayo "sezisebenza ngaphansi komthamo ogcwele. noma kunjalo futhi amanye alawo mandla azobuyiselwa emakethe. Ukugcwalisa igebe lesevisi emizileni esele."
UMnu Tan wanezela: "Izinkampani ezincane zemikhumbi zizogcina imizila enqamula iPacific kuze kube ngu-Okthoba, okuhlanganisa iCU Lines, Transfar, BAL kanye ne-Sea-Lead. Ngesikhathi esifanayo, i-Wanhai izothumela imikhumbi yayo ye-TEU engu-13,200 emzileni wase-US West Coast ekupheleni. ka-Okthoba, eqeda ngempumelelo umthelela wokuhoxiswa kwemizila emibili engajwayelekile enqamula i-Pacific."
"Ngokungafani nesimo sango-2016 noma ngo-2020, lapho amanani e-charter ayephansi futhi ingcindezi yokuhleleka yayincane, izindleko zamathuba okukhipha umthamo namuhla ziphezulu kakhulu."
Ngempela, u-Linerlytica uthe ukuwohloka kwezidingo zokulethwa kwezidingo okuwohlokayo ngokushesha akuzange kuvimbe abathwali ukuthi baqhubekisele phambili nezinhlelo zokunwetshwa kwamandla, kanti iMaersk ne-MSC ziqinisekisa ama-oda engeziwe emikhumbi emisha ngesonto eledlule, "iphushela ama-oda omkhumbi wemikhumbi ukuthi akhuphuke kakhulu ngo-7.44 million TEUs."
Izinkampani zemikhumbi ziyaqhubeka nokumisa ukugxuma echwebeni
Ngokwemininingwane yethu: Emavikini amahlanu alandelayo (amaviki angama-41-45), ukukhanselwa okungu-77 kumenyezelwe phakathi kwamasonto angama-41 (Okthoba 10-16) kanye nama-45 (ngoNovemba 7-13), ohambweni oluhleliwe lwama-735 ohambweni olukhulu. imizila efana ne-trans-Pacific, Trans-Atlantic, imizila yase-Asia-Nordic kanye ne-Asia-Mediterranean.Izinga lokukhansela lingamaphesenti angu-10
Ngokusho kukaDrury, amaphesenti angama-60 okuhamba kwezindiza ngalesi sikhathi azokwenzeka emizileni yohwebo ebheke empumalanga enqamula iPacific, amaphesenti angama-25 emizileni yase-Asia-Nordic kanye neMedithera kanye namaphesenti ayi-15 emigwaqweni ewela i-Atlantic entshonalanga.
Emasontweni amahlanu alandelayo, imifelandawonye emithathu emikhulu yezokuthutha emhlabeni yakhansela ukuhamba ngomkhumbi okungama-58, okubalelwa ku-75% yenani eliphelele lokuhamba ngomkhumbi.Phakathi kwazo:
Umfelandawonye we-2M ukhansele izindiza eziningi, wamemezela ukukhanselwa okungu-22
I-League imemezele ukuhoxiswa kuka-18.5
Iligi ye-OA ikhanselwa izikhathi eziyi-17.5
UMnu Drury uthe: Imboni yezokuthutha manje iyashintsha isuka enkathini yokuntula amandla eya esikhathini sokwehla kwesidingo, okusho ukuthi ukuphathwa kwamandla kufanele kube yinto ehamba phambili ukuze kusekelwe ama-rates.
Ukwesaba ukuwohloka komnotho emhlabeni wonke, ubungozi bempi nokungazinzi kwezombusazwe konke kuholele ekwehleni kwezindleko zabathengi, kanye nesidingo sokukhiqiza kanye nenani lezohwebo.Njengoba singena enkathini yesidingo esintengantengayo esintekenteke, amanani empahla alokhu ehla, futhi abathwali abakhulu emhlabeni baye baphoqeleka ukuthi bathathe izinyathelo ezinonya ukuze balawule umthamo ngokukhansela uhambo olwengeziwe futhi, kwezinye izimo, baze banqamule imigqa eyindilinga, ikakhulukazi ukuhweba kwe-trans-Pacific.
Ngokombono wokusebenza, abathumeli bemikhumbi nama-BCO basabhekene nokuphazamiseka nokubambezeleka, ikakhulukazi ekuhwebeni kwe-atlantic, lapho amanani entengo ephezulu ngenxa yezinkinga ezinhlangothini zombili ze-Atlantic kanye nezici zalokhu kuhweba okuncane, lapho inani elincane kakhulu abathwali balawula iningi lemakethe.
Isikhathi sokuthumela: Oct-13-2022