Izindaba - Imboni yokuthumela imikhumbi kulindeleke ukuthi ibe nonyaka wayo onenzuzo kakhulu selokhu kwaqala ubhubhane lwe-Covid

Imboni yokuthumela izimpahla ngemikhumbi isendleleni yokuba nonyaka wayo onenzuzo kakhulu selokhu kwaqala ubhubhane. I-Data Blue Alpha Capital, eholwa nguJohn McCown, ikhombisa ukuthi imali engenayo ephelele yemboni yokuthumela amakhonteyina kwikota yesithathu yayingu-$26.8 billion, okuwukwenyuka ngo-164% kusuka ku-$10.2 billion okubikwe kwikota yesibili.
Uma kuqhathaniswa nekota yesithathu yonyaka odlule, imali engenayo yale kota ikhuphuke ngama-$24 billion, noma ama-856%, isuka kuma-$2.8 billion.
Ngokombono wekota yesithathu, imali engenayo engu-$26 billion ingaphezu kokuphindwe kabili kwemali engenayo yonyaka yemboni yokuthumela amakhonteyina kunoma yimuphi unyaka ngaphambi kobhubhane.
Imali engenayo enamandla ngendlela emangalisayo ngo-204 ibangelwa yinkinga yokuthunyelwa kwemikhumbi oLwandle Olubomvu kanye namanani amakhulu okuhweba kuzo zonke izindlela zokuhweba.
Imali engenayo yekota yesithathu engamaRandi ayizigidigidi ezingama-26.8 iphindwe kabili kunemali engenayo yonyaka yemboni yokuthumela amakhonteyina kunoma yimuphi unyaka ngaphambi kobhubhane.

Abahlaziyi be-Linerlytica, ekuhlaziyeni kwabo izinkampani zokuthumela ezisohlwini lomhlaba, baphawule ukuthi imingcele ye-EBIT yezinkampani eziyisishiyagalolunye ezinkulu ezisohlwini ikhuphuke isuka ku-16% kwikota edlule yaya ku-33%. Kodwa-ke, kukhona igebe elikhulu phakathi kwabenza kahle kakhulu nababi kakhulu, lapho i-Hapag-Lloyd ne-Maersk zisele kakhulu ngemuva kontanga yazo. Imingcele ye-EBIT evamile yabalingani ababili ku-Gemini Alliance esanda kwakhiwa yayingu-23%, okungaphansi kwengxenye yemingcele ye-Evergreen engu-50.5%.
Embikweni izolo, iBlue Alpha Capital ithe, "Kunezimpawu zokuthi ikota yesithathu yama-24 iyisiqongo, kodwa kuneziningi izinto ezibangela ukucindezeleka muva nje." Umhlaziyi we-Sea-Intelligence unombono ofanayo, ephawula embikweni wakhe wamasonto onke wakamuva: "Manje sesidlulile ngokusobala esiqongweni sika-2024, esisekelwe yinkinga yoLwandle Olubomvu."
Nakuba izinkomba ezahlukene ze-spot ziye zehla kusukela ezingeni eliphezulu muva nje, i-Blue Alpha Capital ilindele ukuthola imali eningi kwikota yesine, umkhuba uyaqinisekiswa emachwebeni emhlabeni jikelele.
Isibonelo, amachweba amabili amakhulu kunawo wonke e-United States, amachweba aseLos Angeles naseLong Beach, aqopha amarekhodi amasha ngo-Okthoba.
UMqondisi Omkhulu we-Los Angeles Port uGene Seroka uphawule wathi, "Umthamo wempahla oqinile futhi oqhubekayo cishe uzoqhubeka ezinyangeni ezizayo ngenxa yokwanda kwabathengi, ukuqala konyaka omusha, ukukhathazeka kwabangenisi ngezinkinga zabasebenzi ezingakaxazululwa ogwini olusempumalanga, kanye nentela entsha engase inyuse izindleko zokuhamba ngonyaka ozayo."
umbiko wakamuva, inkampani yabathengisi iBraemar yaphawula, "Imakethe yamanje ayiqhutshwa nje kuphela yisidingo kodwa futhi nochungechunge lwezinkinga ezincane ezigcina izimakethe zempahla kanye neze-charter zisebenza."
Ukukhishwa kwanamuhla kwe-Drewry Container Composite Index kwehle ngo-$28 kwaya ku-$3,412.8 nge-FEU ngayinye, okungaphansi ngo-67% kunesiqongo sokugcina sobhubhane esingu-$10,377 ngoSepthemba 2021, kodwa kuphakeme ngo-40% kunesilinganiso sangaphambi kobhubhane esingu-$1,420 ngo-2019.