Iindaba-Ishishini lokuthumela ngenqanawa limiselwe ukuba libe nowona nyaka unengeniso ukusukela oko kwaqala ubhubhane we-Covid

Ishishini lokuthumela ngenqanawa lisendleleni yokuba nonyaka walo onengeniso kakhulu ukusukela oko kwaqala ubhubhane. Idatha yeBlue Alpha Capital, ekhokelwa nguJohn McCown, ibonisa ukuba ingeniso yengeniso ye-container ye-container epheleleyo kwikota yesithathu yayingama-26,8 eebhiliyoni zeedola, i-164% yonyuka ukusuka kwi-10.2 yeebhiliyoni zeedola kwikota yesibini.
Xa kuthelekiswa nekota yesithathu yonyaka ophelileyo, ingeniso yale kota inyuke ngeebhiliyoni ezingama-24 zeedola, okanye i-856%, ukusuka kwi-2.8 yeebhiliyoni zeedola.
Ukususela kumbono wekota yesithathu, i-$ 26. ibhiliyoni yengeniso ingaphezulu kabini kwingeniso yonyaka yoshishino lokuthumela iikhonteyina kuwo nawuphi na unyaka ngaphambi kobhubhane.
Imivuzo eyomelele ngokumangalisayo ngo-204 ibangelwa yintlekele yokuthumela ngenqanawa kuLwandle oluBomvu kunye nomthamo worhwebo onamandla kuzo zonke iindlela zorhwebo.
Ingeniso yekota yesithathu yeebhiliyoni ezingama-26.8 zeedola iphinda kabini ingeniso yonyaka yoshishino lokuhambisa iikhonteyina kuwo nawuphi na unyaka ngaphambi kobhubhane.

Abahlalutyi be-Linerlytica, kuhlalutyo lwabo lweenkampani zokuthumela ngenqanawa zehlabathi, baqaphele ukuba imida ye-EBIT yeenkampani ezilithoba ezinkulu ezidweliswe kwi-liner inyuke ukusuka kwi-16% kwikota edlulileyo ukuya kuma-33%. Nangona kunjalo, kukho umsantsa obalulekileyo phakathi kwabona baqhuba kakuhle kakhulu nabona bambi, iHapag-Lloyd kunye neMaersk zishiyeke kakhulu emva koontanga babo. I-avareji ye-EBIT ye-margin yamaqabane amabini kwi-Gemini Alliance entsha yayiyi-23%, ngaphantsi kwesiqingatha somda we-Evergreen's 50.5%.
Kwingxelo izolo, iBlue Alpha Capital ithe, "Kukho imiqondiso yokuba ikota yesithathu ye-24 yeyona nto iphakamileyo, kodwa zininzi ii-catalysts zamva nje." Umhlalutyi kwi-Sea-Intelligence ubambe umbono ofanayo, ephawula kwingxelo yabo yamva nje yeveki: "Ngoku sidlulile ngokucacileyo incopho ye-2024, exhaswa yintlekele yoLwandle oluBomvu."
Nangona izalathisi zeendawo ezahlukeneyo ziye zawa ukusuka phezulu, iBlue Alpha Capital ilindele ingeniso eyomeleleyo ye-liner kwikota yesine, umkhwa uyaqinisekiswa kumazibuko kwihlabathi liphela.
Umzekelo, amazibuko amabini amakhulu e-United States, amazibuko eLos Angeles kunye neLong Beach, abeka iirekhodi ezintsha ngo-Oktobha.
UMlawuli weSigqeba sePort yaseLos Angeles uGene Seroka uphawule wathi, “Umthamo wempahla owomeleleyo nozinzileyo kulindeleke ukuba uqhubeke kwezi nyanga zizayo ngenxa yabathengi abanamandla, ukuqala konyaka omtsha, iinkxalabo zabathumeli abavela kumazwe angaphandle malunga nemiba yabasebenzi engasonjululwanga kunxweme olusempuma, kunye namaxabiso amatsha. oko kunganyusa iindleko zokuhamba kunyaka ozayo."
Ingxelo yakutsha nje, i-brokerage firm Braemar yaphawula, "Imarike yangoku ayiqhutywa nje kuphela yimfuno kodwa kunye nothotho lwe-micro-ukungasebenzi kakuhle igcina imithwalo kunye neemarike ze-charter zisebenza."
Ukukhutshwa namhlanje kwe-Drewry Container Composite Index kwehle ngeedola ezingama-28 ukuya kwi-3,412.8 yeedola nge-FEU nganye, ngama-67% ezantsi kunobhubhani wokugqibela we-10,377 yeedola ngoSeptemba ka-2021, kodwa ngama-40% ngaphezulu komyinge we-1,420 yeedola ngo-2019.