Izindaba - Imboni yezokuthutha i-liner izoba nonyaka onenzuzo enkulu kusukela kwaqala ubhubhane lwe-Covid

Imboni yokuthumela ngemikhumbi isendleleni yokuba nonyaka onenzuzo enkulu kusukela kwaqala lolu bhubhane. I-Data Blue Alpha Capital, eholwa nguJohn McCown, ikhombisa ukuthi isamba semali engenayo embonini yokuthumela amabhokisi ngekota yesithathu ibingama- $ 26.8 billion, inyuke ngo-164% isuka ku- $ 10.2 billion ebibikwe ngekota yesibili.
Uma kuqhathaniswa nekota yesithathu yonyaka odlule, imali engenayo yale kota inyuke ngezigidigidi ezingama-24 zamaRandi, noma ama-856%, isuka ku-$2.8 billion.
Ngokombono wekota yesithathu, i-$26. ibhiliyoni emalini engenayo ingaphezu kokuphindwe kabili kwemali engenayo yonyaka embonini yokuthumela amabhokisi kunoma yimuphi unyaka ngaphambi kwalolu bhubhane.
Imali etholwayo eqine ngendlela emangalisayo ngo-204 ingenxa yenkinga yemikhumbi yoLwandle Olubomvu kanye nenani eliqinile lokuhweba kuyo yonke imizila yokuhweba.
Imali engenayo yekota yesithathu yezigidigidi ezingama- $ 26.8 iphindwe kabili imali engenayo yonyaka embonini yokuthumela amabhokisi kunoma yimuphi unyaka ngaphambi kwalolu bhubhane.

Abahlaziyi be-Linerlytica, ekuhlaziyeni kwabo izinkampani zemikhumbi ezisohlwini lomhlaba wonke, baphawule ukuthi amamajini e-EBIT ezinkampani ezinkulu eziyisishiyagalolunye ezisohlwini ezisohlwini anyuke esuka ku-16% kwikota edlule aya kuma-33%. Kodwa-ke, kunegebe elibalulekile phakathi kwabadlali abahamba phambili nababi kakhulu, iHapag-Lloyd neMaersk basalele emuva kakhulu kontanga yabo. Isilinganiso semajini se-EBIT sozakwethu ababili ku-Gemini Alliance esanda kwakhiwa sasingu-23%, ngaphansi kwengxenye yemajini ye-Evergreen engu-50.5%.
Embikweni wayizolo, iBlue Alpha Capital ithe, "Kunezimpawu zokuthi ingxenye yesithathu yabangu-24 iphezulu, kodwa maningi ama-catalysts akamuva." Umhlaziyi we-Sea-Intelligence unombono ofanayo, ephawula embikweni wabo wakamuva wamasonto onke: "Manje sesidlule ngokusobala inani eliphakeme lika-2024, elisekelwa yinkinga yoLwandle Olubomvu."
Yize ama-indices amabala ahlukene ehlile kusukela kumanani aphezulu akamuva, iBlue Alpha Capital ilindele amaholo aqinile e-liner engxenyeni yesine, inkambiso iyaqinisekiswa emachwebeni emhlabeni jikelele.
Isibonelo, amachweba amabili amakhulu e-United States, amachweba aseLos Angeles naseLong Beach, abeka amarekhodi amasha ngo-Okthoba.
Umqondisi Omkhulu Wechweba lase-Los Angeles u-Gene Seroka uphawule wathi, “Inani lempahla eliqinile neliqhubekayo kungenzeka liqhubeke ezinyangeni ezizayo ngenxa yabathengi abanamandla, ukuqala konyaka omusha, ukukhathazeka kwabathenga kwamanye amazwe mayelana nezinkinga ezingakaxazululwa zabasebenzi ogwini olusempumalanga, kanye nezindleko ezintsha. lokho kungase kwenyuse izindleko zokuhamba ngonyaka ozayo."
umbiko wakamuva, inkampani yabathengi i-Braemar yaphawula, "Imakethe yamanje ayigqugquzelwa nje kuphela isidingo kodwa futhi nochungechunge lwezinkinga ezincane ezigcina izimakethe zempahla kanye nama-charter zisebenza."
Ukukhishwa kwanamuhla kwe-Drewry Container Composite Index kwehle ngo- $28 kuya ku- $3,412.8 nge-FEU ngayinye, ngama-67% ephansi kunenani lokugcina lobhubhane lika- $10,377 ngoSepthemba 2021, kodwa ngama-40% ngaphezulu kwesilinganiso sangaphambi kobhubhane sama- $1,420 ngo-2019.