Amanani empahla angena ngaphezulu kwama-40%, i-alumininum inganaka ama-BUYELA

Kulonyaka, amanani entengo emizila enkulu yezohwebo yomhlaba wonke ayesehlathini. I-Shanghai eholwa yi-Freight Index (SCFI), i-barometer yemakethe yokuthumela, yema endaweni ephezulu yama-2505.17 ngoJanuwari 3rd kulo nyaka. Kodwa-ke, ngolwesihlanu olwedlule (i-7th), yayihlaselwe ngamaphuzu angama-1436.30, ithonsi elimangazayo le-42.67%. I-Hard-Hard Hit yayiyindlela ebalulekile eya ogwini olusentshonalanga ye-United States, ugu olusempumalanga ye-United States, naseNingizimu Melika, kanye no-504%, kufana ne-avalanche engalawuleki. Lapho ebhekene nesimo esinzima kangako, izinkampani zokuthumela azikaze zibe yize futhi ziqale ukuthatha isenzo!

Ngokukhethekile, ukunqanda ukwehla okuqhubekayo emazingeni atholakalayo, izinkampani zokuthumela zemukele izinyathelo eziningana. Ngaphezu kokunciphisa ukuhamba ngemikhumbi ngo-7% emavikini amahlanu alandelayo, basebenzise namasu anjengokuthatha indawo yemikhumbi emikhulu enezingcingo ezincane futhi bahlehlisela ukwethulwa kwemizila emisha. Kodwa-ke, uma lezi zinyathelo zisahluleka ukulimaza amanani ezimpahla, izinkampani zokuthumela zingase ziqhubeke nemikhumbi yazo.

Ngokusho kokubikezela kukaDryry, ngaphandle kwasekuqaleni kwahlelwa umkhumbi wemigwaqo eyi-715 emasontweni amahlanu alandelayo amasonto amahlanu alandelayo, kuzokhangwa ama-47 voyages. Phakathi kwalokhu, ama-43% e-Eastbound Trans-Pacific Sealing azokhanselwa, ama-30% e-Asia-Northern Europe kanye nezikebhe zaseMedithera azokhanselwa, kwathi ama-28% ka-28% ka-Westbound Trans-Atlanting SAIL azokhanselwa.

Umbiko wakamuva ovela ku-Consulting LinerLytica ukhombisa ukuthi izinkampani zokuthumela sebeqalile ukuthatha isenzo sokunciphisa ukukhula kwamandla okunqamula emzameni wokuguqula ukwehla kwamanani kwakamuva. Isibonelo, umholi wezimboni iMedithera Inkampani yokuthumela yaseMedithera (MSC) ikuqinisekisile ukuhoxiswa kwayo kumzila we-Trans-Pacific Mustang Ngaphezu kwalokho, ukubhekisisa i-Ocean Ofeka kwasungulwa umzila omusha wase-Asia-Northern Europe ekuqaleni kwasekuqaleni kukaMashi, kanti uNdunankulu wobuntu kulindeleke ukuba ambezele ukwethulwa kwemizila emibili yePacific kwasekuqaleni kwahlelwa ngoMeyi.

Imininingwane evela ku-MDS Transmodal ikhombisa ukuthi izinkampani zokuthumela zenze ukusikeka kwamandla kakhulu emizileni yePacific kuqhathaniswa noFebhuwari, ngokuncishiswa kwama-5% kule nyanga. Umthamo ophelele ngo-Mashi kulo nyaka kwaba yi-testus engu-1.686 million, ukwehla kwe-81,000 tes kusuka ngenyanga edlule, kepha kusaphezulu kuka-16% kudlula isikhathi esifanayo ngonyaka owedlule. Lokhu kubonakala njengomhemu ongaba khona ukuze uphinde uqhubeke nokuncishiswa kwamandla ngokuzayo.

Kusukela ekupheleni kuka-2020 kuze kube sekupheleni kuka-2024, umthamo wokuthumela okomhlaba wonke ukhule ngokwesithathu, ngenkathi ivolumu yezimpahla yemfanelo yenyuka ngaphansi kwe-10%. Abangena ngaphakathi emkhakheni bakhomba ukuthi ukwanda okukhulu kakhulu kwamandla kungahle kudonswe ngokwengxenye kuphela njengokuxinana okufana nokuxinana, ubhubhane, noma inkinga yolwandle ebomvu. Ngokulethwa kwemikhumbi emisha, inkinga yokugqagqana iyakhula kancane kancane.

Noma ngabe izinkampani ezihambisayo zizowukhipha imikhumbi yazo okulandelayo okusazobonwa. Ngaleso sikhathi, imboni iphathelene nokuthi izingqinamba zentela zingacindezela ukuhamba kwezimpahla. Idatha ye-SCFI ikhombisa ukuthi izinga lezimpahla ze-Europe Indikimba yayingu-2,851 Percontainer, kodwa ngo -7 kule nyanga, yehle yaya ku-34.51%. Ogwini olusentshonalanga ye-United States indlela, isilinganiso ngakunye okulinganiselwe kwe-Forect Unit (Feu) kusuka ku-4,997to4,99o2,291, ukwehla okungu-54.12%. Ngokufanayo, ogwini olusempumalanga ye-United States indlela, isilinganiso ngasinye se-feu sisuka ku-6 481to6,481to3,329, simele ukwehla kwama-48.13%.

-Akwelinye izwe I-Aluminium ingahle basebenzise amasu okubhekana namasu ngaphambi kwesikhathi, bagxile ekuguqukeni kwamanani entengo, inqubomgomo yentela, ukuqina kwesilinganiso sokushintshana kanye nengozi yokushintshana kwezinga ngaphansi kwendawo yamanje ye-Marine Freight Rate Collapse nezinkinga zentela. Ngokwesakha izindleko sogisting, ukuhlukanisa ubungozi bokuhlinzekwa kwempahla, amathuluzi wenkontileka kabusha, futhi amathuluzi afaka amathuluzi edijithali, abathengi bangahlala bencintisana futhi bakwazi ukubhekana nezindleko imvelo yemakethe eyinkimbinkimbi futhi eshintshashintshayo. Ngasikhathi sinye, ukunaka ukuthambekela kwezemvelo kanye nama-geopolitical Dynamics kungasiza ukuthuthukisa umthamo wentuthuko wesikhathi eside wamabhizinisi.