Amaxabiso oThutho Wehle Ngaphezulu kwe-40%, i-Aluminiyam ingakwazi ukuba abathengi banikele ingqalelo

Kulo nyaka, amaxabiso othutho kwiindlela ezinkulu zorhwebo lwehlabathi ehle kakhulu. I-Shanghai Containerized Freight Index (SCFI), i-barometer ye-market market, yema kwindawo ephakamileyo ye-2505.17 amanqaku ngoJanuwari 3 kulo nyaka. Nangona kunjalo, ngolwesiHlanu odlulileyo (owe-7), liye lehla laya kumanqaku angama-1436.30, ukuhla okumangalisayo kwe-42.67%. Ingakumbi-inzima kakhulu yayiziindlela eziphambili eziya kuNxweme oluseNtshona lwase-United States, kuNxweme oluseMpuma lwase-United States, naseMzantsi Melika, ngokuncipha okuphakathi kwe-45% kunye ne-54%, efana ne-avalanche engalawulekiyo. Ejongene nemeko enzima ngolo hlobo, iinkampani zokuthumela iinqanawa azizange zisebenze kwaye ziqalise ukuthatha inyathelo!

Ngokukodwa, ukunqanda ukuhla okuthe gqolo kumaxabiso othutho, iinkampani zokuthumela ngenqanawa zithathe amanyathelo aliqela. Ukongeza ekunciphiseni iinqanawa zokuhamba ngeenqanawa nge-7% kwezi veki zintlanu zizayo, baye baphumeza izicwangciso-qhinga ezinjengokutshintsha iinqanawa ezinkulu ngezincinane kunye nokuhlehlisa ukuqaliswa kweendlela ezintsha. Nangona kunjalo, ukuba la manyathelo asasilela ukuzinzisa amaxabiso othutho, iinkampani ezithumela ngenqanawa zinokuqhubeka zingenzi nto iinqanawa zazo.

Ngokwengqikelelo kaDrewry, kwiihambo ezingama-715 ebezicwangcisiwe kwiindlela eziphambili zaseYurophu-Amerika kwezi veki zintlanu zizayo, iihambo ezingama-47 ziya kurhoxiswa. Phakathi kwezi, iipesenti ezingama-43 zokuhamba ngenqanawa empuma kwePasifiki ziya kurhoxiswa, i-30% ye-Asia-Northern Europe kunye neMeditera iya kurhoxiswa, kwaye i-28% yohambo lwaselwandle oluya kwi-Atlantiki luza kurhoxiswa.

Ingxelo yamva nje evela kumcebisi we-Linerlytica ibonisa ukuba iinkampani zokuthumela ngenqanawa ziqalisile ukuthatha inyathelo lokuthintela ukukhula komthamo kumzamo wokubuyisela umva ukuhla kwamva nje kwamaxabiso omthwalo. Umzekelo, inkokeli yoshishino i-Meditera Shipping Company (MSC) ikuqinisekisile ukurhoxa kwayo kwindlela ye-trans-Pacific Mustang kwaye ifudusa iinqanawa zayo ezinkulu ezingama-24,000 ze-TEU ukusuka kwindlela yaseAsia-eMntla Yurophu ukuya kwiindlela zeMeditera kunye neNtshona Afrika. Ukongezelela, i-Ocean Alliance ihlehlise ukuqaliswa kwendlela entsha ye-Asia-Northern Europe ekuqaleni eyayimiselwe ngoMatshi, ngelixa i-Premier Alliance kulindeleke ukuba ibambezele ukuqaliswa kweendlela ezimbini zePasifiki ezicetywayo ekuqaleni ngoMeyi.

Idatha evela kwi-MDS Transmodal ibonisa ukuba iinkampani zokuthumela zenze ubuninzi bokunciphisa umthamo kwiindlela zePacific xa kuthelekiswa noFebruwari, ngokunciphisa i-5% kule nyanga. Umthamo opheleleyo ngoMatshi kulo nyaka wawuyi-1.686 yezigidi ze-TEUs, ukuhla kwe-81,000 TEUs ukusuka kwinyanga edlulileyo, kodwa kunjalo i-16% ephezulu kunexesha elifanayo kunyaka ophelileyo. Oku kubonwa njengesandulela esinokubakho sokuqhubela phambili ukucuthwa kwamandla okubalulekileyo kwixesha elizayo.

Ukusukela ekupheleni kuka-2020 ukuya ekupheleni kuka-2024, umthamo wokuthumela iikhonteyina zehlabathi ukhule ngaphezu kwesithathu, ngelixa umthamo wempahla yehlabathi unyuke ngaphantsi kwe-10%. Abangaphakathi kwimizi-mveliso bachaza ukuba ukonyuka okubaluleke kangaka komthamo kunokufunxwa ngokuyinxenye zizinto ezinje ngokuxinana kwamazibuko, ubhubhane, okanye ingxaki yoLwandle oluBomvu. Ngokuziswa kweenqanawa ezintsha, ingxaki yokugqithiswa kwamandla iyanda ngokuthe ngcembe.

Nokuba iinkampani ezithumela ngenqanawa ziyakumisa iinqanawa zazo ngokulandelayo kusaza kubonakala. Ngeli xesha, ishishini likwaxhalabile ukuba imiba yerhafu inokucinezela ukuhamba kwempahla. Idatha ye-SCFI ibonisa ukuba isantya somthwalo wendlela yaseYurophu yayiyi-2,851 percontainer, kodwa ngomhla we-7 wale nyanga, yehle yaya kwi-1,582, ephawula ukwehla kwe-44.51%. KuNxweme oluseNtshona lwendlela yase-United States, isantya kwiyunithi nganye elinganayo ezingamashumi amane (FEU) yehle ukusuka kwi-4,997 ukuya ku-4,997 ukuya ku-2,291, ukwehla ngama-54.12%. Ngokufanayo, kuNxweme oluseMpuma lwendlela yase-United States, ireyithi ye-FEU nganye yehla ukusuka kwi-6,481to6,481to3,329, emele ukwehla kwe-48.13%.

Yangaphandle I-aluminiyam inakho abathengi kufuneka baqulunqe izicwangciso-qhinga zokuhlangabezana kwangaphambili, kugxininise ekuguquguqukeni kwesantya somthwalo, umgaqo-nkqubo werhafu, uzinzo lwekhonkco lonikezelo kunye nomngcipheko wezinga lotshintshiselwano phantsi kwemvelaphi yokuhlalisana kwangoku kokuhla kwesantya sothutho lwaseLwandle kunye neengxaki zerhafu. Ngokwandisa iindleko zolungiselelo, ukwahluka komngcipheko wokubonelela, ukuphinda kuxoxwe ngezivumelwano zekhontrakthi, kunye nezixhobo zedijithali ezisebenzisekayo, abathengi banokuhlala bekhuphisana kwaye bafezekise ulawulo lweendleko kwindawo yentengiso entsonkothileyo neguquguqukayo. Kwangaxeshanye, ukunikela ingqalelo kwiintsingiselo zokusingqongileyo kunye ne-geopolitical dynamics nako kunokunceda ekuphuculeni umthamo wophuhliso oluzinzileyo lwexesha elide lwamashishini.