Iindaba - Ishishini lokuhambisa ngenqanawa liza kuba nonyaka walo onenzuzo kakhulu ukusukela oko kwaqala ubhubhane weCovid

Ishishini lokuhambisa imithwalo yenqanawa lisendleleni yokuba nonyaka walo onenzuzo kakhulu ukusukela oko kwaqala ubhubhane. I-Data Blue Alpha Capital, ekhokelwa nguJohn McCown, ibonisa ukuba ingeniso iyonke yeshishini lokuhambisa imithwalo yeenqwelo-mafutha kwikota yesithathu yayiyi-$26.8 yeebhiliyoni, ukunyuka nge-164% ukusuka kwi-$10.2 yeebhiliyoni ezixeliweyo kwikota yesibini.
Xa kuthelekiswa nekota yesithathu yonyaka ophelileyo, ingeniso epheleleyo yale kota inyuke nge-$24 yeebhiliyoni, okanye i-856%, ukusuka kwi-$2.8 yeebhiliyoni.
Ngokwembono yekota yesithathu, ingeniso ye-$26. billion ingaphezulu kabini kunengeniso yonyaka yeshishini lokuthumela iikhonteyina kuyo nayiphi na iminyaka ngaphambi kobhubhane.
Ingeniso enamandla kakhulu ngo-204 ibangelwe yingxaki yokuthunyelwa kweenqanawa eLwandle oluBomvu kunye nobuninzi borhwebo oluqinileyo kuzo zonke iindlela zorhwebo.
Ingeniso yekota yesithathu ye-$26.8 yeebhiliyoni iphindwe kabini kunengeniso yonyaka yeshishini lokuthumela iikhonteyina kuyo nayiphi na iminyaka ngaphambi kobhubhane.

Abahlalutyi beLinerlytica, kuhlalutyo lwabo lweenkampani zenqanawa ezidweliswe kwihlabathi liphela, baqaphele ukuba i-EBIT margins yeenkampani ezilithoba ezinkulu ezidweliswe kwi-liner inyuke ukusuka kwi-16% kwikota edlulileyo ukuya kwi-33%. Nangona kunjalo, kukho umsantsa omkhulu phakathi kwabenza kakuhle nababi kakhulu, apho iHapag-Lloyd kunye neMaersk zisemva kakhulu kontanga bazo. I-EBIT margins ephakathi kwamaqabane amabini kwiGemini Alliance esandula ukusekwa yayiyi-23%, ngaphantsi kwesiqingatha se-Evergreen's 50.5%.
Kwingxelo izolo, iBlue Alpha Capital ithe, "Kukho iimpawu zokuba ikota yesithathu ye-24 yeyona iphezulu, kodwa kukho izinto ezininzi ezibangela ukwenzeka kwezinto kutshanje." Umhlalutyi weSea-Intelligence unembono efanayo, ephawula kwingxelo yakhe yamva nje yeveki: "Ngoku sidlulile ngokucacileyo kwincopho ka-2024, exhaswe yingxaki yoLwandle oluBomvu."
Nangona ii-spot indices ezahlukeneyo zehle ukusuka kwizinga eliphezulu lakutshanje, iBlue Alpha Capital ilindele ingeniso enamandla kwikota yesine, kukho umkhwa oqinisekisiweyo kwiiports kwihlabathi liphela.
Umzekelo, amazibuko amabini amakhulu eMelika, amazibuko aseLos Angeles naseLong Beach, abeke iirekhodi ezintsha ngo-Okthobha.
UMlawuli oyiNtloko weZibuko laseLos Angeles uGene Seroka uthe, "Umthamo wempahla oqinileyo nohlala ixesha elide kusenokwenzeka ukuba uqhubeke kwiinyanga ezizayo ngenxa yokwanda kwabathengi, ukuqala konyaka omtsha, iinkxalabo zabangenisi malunga neengxaki zabasebenzi ezingasonjululwanga kunxweme olusempuma, kunye neerhafu ezintsha ezinokunyusa iindleko zothutho kunyaka ozayo."
Ingxelo yakutshanje, inkampani yezorhwebo iBraemar iphawule ukuba, "Imarike yangoku ayiqhutywa yimfuno kuphela kodwa ikwaqhutywa luthotho lwezinto ezingasebenzi kakuhle ezigcina iimarike zempahla kunye neemarike zemvume zisebenza."
Ukukhutshwa kwanamhlanje kwe-Drewry Container Composite Index kwehle nge-$28 ukuya kwi-$3,412.8 nge-FEU nganye, okungaphantsi ngama-67% kunencopho yokugqibela yobhubhane ye-$10,377 ngoSeptemba 2021, kodwa ngaphezulu ngama-40% kunomndilili wangaphambi kobhubhane we-$1,420 ngo-2019.