Ingabe imakethe yasolwandle yamakhonteyina ibhekana nenkinga entsha ye-supply chain?

Abanye abezindaba baveze ukuthi ukungqubuzana phakathi kweRussia ne-Ukraine kuvimbe kakhulu ukuthunyelwa kwe-Black Sea futhi kwaba nomthelela omkhulu kwezokuthutha zamazwe ngamazwe kanye ne-global supply chain.Kwalinganiselwa ukuthi amakhulu emikhumbi asavaleleke olwandle ngenxa yalolu dweshu.Ukungqubuzana kwandise ingcindezi yokusebenza embonini yemikhumbi yomhlaba wonke, njengoba amatilosi acishe abe ngu-60,000 aseRussia nase-Ukraine avaleleke emachwebeni nasolwandle ngenxa yokungqubuzana.Abangaphakathi bathi amalungu ezisebenzi zase-Ukraine agxile kakhulu emathangini kawoyela nasemikhunjini yamakhemikhali, ikakhulukazi esebenzela abanikazi bemikhumbi baseYurophu, futhi abambe izikhundla eziphakeme njengokaputeni kanye nokhomishana, ngokushintshwa okuphansi, okwenze kwaba nzima kakhulu kubanikazi bemikhumbi ukuthi bathole ukushintshwa. .

 

Abantu embonini baveze ukuthi abasebenzi abavela e-Ukraine naseRussia babalelwa ku-17% wabasebenzi abayizigidi eziyi-1.9 emhlabeni,futhi okwamanje kunamatilosi angama-60, 000 aseRussia nase-Ukraine avaleleke olwandle noma emachwebeni, ngokungangabazeki okwakuyingcindezi enkulu emakethe yemikhumbi.

 

Abanye abadlali bemakethe yasekhaya e-China babuye bahlaziya ukuthi izisebenzi eziyinhloko ze-Maersk ne-Hapag Lloyd iningi labo livela e-Russia nase-Ukraine, kuyilapho isevisi eyimpoqo kanye nabasebenzi base-Ukraine bazoqashwa futhi bangakwazi ukungena emakethe yemikhumbi ngokuhamba kwesikhathi.Ingabe abasebenzi abafushane bazokhuphula imithwalo yasolwandle?Izikhundla zabasebenzi base-Ukraine naseRussia kunzima ukushintshwa.Abanye abadlali bemakethe baze bacabanga ukuthi umthelela uyafana nokushaya kwe-COVID-19 embonini yemikhumbi, ngoba iningi lasolwandle base-Ukraine nabaseRussia banezikhundla eziphezulu njengokaputeni, ukhomishana, unjiniyela omkhulu, njalo njalo, okuzoba yisikhulu. ukukhathazeka ngabasebenzi.Abanye abangaphakathi bagcizelele ukuthi ubhubhane kanye nokuminyana kwechweba ngaphansi komzila wase-US, kucindezele umthamo wezokuthutha zasolwandle. Ukushoda kwezisebenzi ngenxa yempi phakathi kweRussia ne-Ukraine kungase kube okunye okuguquguqukayo okungalawuleki.

 

Amanye ama-oda akhanseliwe.Impahla esuka e-Asia iya eYurophu nase-US yahlehla.Ingabe imakethe yasolwandle yeziqukathi “izoqala kabusha ngokwejwayelekile”?

Abanye ochwepheshe baveze ukuthi imithwalo esuka e-Asia iya eYurophu/US ibonise izimpawu zokunciphisa kamuva nje.Ukungqubuzana kweRussia-Ukraine kunciphise ukunikezwa kwezinto zokusetshenziswa futhi kwanciphisa isidingo.Imakethe yasolwandle ingase iqale kabusha evamile kusengaphambili.

 

Ngokweminye imibiko yemithombo yezokuxhumana yangaphandle, ama-oda ezimpahla ezinenani eliphansi kanye ne-cube ephezulu e-Asia akhanseliwe.Kusukela kwaqubuka lo bhubhane, izindleko zokuthumela zenyuka izikhathi eziyi-8-10, futhi kwakungasenanzuzo ukuthengisa izimpahla ezinjalo.I-horticulturist eLondon iveze ukuthi inkampani ayikwazanga ukudlulisa ingcindezi yokukhuphuka kwamanani angu-30% ezimpahleni zaseShayina futhi yanquma ukukhansela ama-oda.

 

 

Umzila waseYurophu

Izimpahla ezisuka e-Asia ziya eNyakatho Yurophu ziqale ukwehla, ezikhuphuke ngesikhathi samaholide kaNcibijane kodwa zathamba muva nje.Ngokusho kweFreightos Baltic Index, impahla ye-40GP (FEU) yehle ngo-4.5% yaya ku-$ 13585 ngesonto eledlule.Ukusabalala kwalolu bhubhane kwahlala kunzima eYurophu, futhi ukutheleleka okusha kwansuku zonke kwaqhubeka kuphezulu.Ngokuhambisana nengozi yezwe, ukusimama komnotho esikhathini esizayo kungase kube nombono ongemuhle.Isidingo sezidingo zansuku zonke kanye nezinto zokwelapha ziphakeme.Izinga elimaphakathi lokusebenzisa izihlalo ukusuka echwebeni lase-Shanghai kuya emachwebeni ayisisekelo aseYurophu laliseseduze no-100%, kunjalo nangomzila waseMedithera.

Umzila waseNyakatho Melika

Ukutheleleka okusha kwansuku zonke kobhubhane lwe-COVID-19 kugcinwe kuphezulu e-US.Ukwehla kwamandla emali kuqhubeke phezulu e-US ngesikhathi amanani ezinto enyuka muva nje.Ukusimama komnotho esikhathini esizayo kungase kube ukuntuleka kwezinqubomgomo ezixegayo.Isidingo sezokuthutha saqhubeka sisihle, sinesimo esiqhubekayo sokuhlinzekwa kanye nokufunwa.Izinga elimaphakathi lokusetshenziswa kwezihlalo ku-W/C America Service kanye ne-E/C America Service laliseseduze no-100% echwebeni lase-Shanghai.

 

Izimpahla zamabhokisi athile zisuka e-Asia ziya eNyakatho Melika nazo zalibangisa eningizimu.Ngokwemininingwane evela kwa-S&P Platts, impahla esuka eNyakatho ye-Asia iya e-US East Coast ibiku-$11,000/FEU kanti eyaseNyakatho ye-Asia iya oGwini oluseNtshonalanga ye-United States ibiku-$9,300/FEU.Abanye abathumeli basanikeza u-$15,000/FEU ngaphansi komzila waseNtshonalanga Melika, kodwa ama-oda ehlile.Ukubhukha omunye umkhumbi osuka waseChina kukhanseliwe futhi indawo yokuthumela inyuke kakhulu.

 

Nokho, ngokusekelwe ku-Freightos Baltic Index, ukunyuka kwempahla esuka e-Asia iye eNyakatho Melika kwaqhubeka.Isibonelo, ngokwe-FBX, imithwalo esuka e-Asia iya e-US West Coast, zonke iziqukathi ezingama-40ft, ikhuphuke ngo-4% ngenyanga yaya ku-$16,353 ngesonto eledlule, kanti eyase-US East Coast inyuke ngo-8% ngoMashi, okuyi- imithwalo yazo zonke iziqukathi ezingama-40ft ngo-$18,432.

 

Ingabe ukuminyana eNtshonalanga Melika kwaba ngcono?Kusekuseni kakhulu ukusho.

Ukuminyana kwamachweba eNtshonalanga Melika kubonise izimpawu zokuthi kudambe.Isibalo semikhumbi elinde ukuma sehlile ngohhafu ukusuka endaweni ephakeme kaJanuwari kanti nokuphathwa kwamakhonteyna kukhule ngesivinini.Nokho, abangaphakathi baxwayise ngokuthi kungase kube yinto yesikhashana nje.

 

U-Alan McCorkle, i-Yusen Terminal Chief Executive, kanye nabanye bathi muva nje, amatheminali amakhonteyina ahanjiswe ngokushesha futhi ngokushesha ayiswa ezindaweni eziqinile ezimaphakathi nezwe, ikakhulukazi ngenxa yokuvalwa kwefekthri nokungenisa kancane kancane e-Asia phakathi Nonyaka Omusha Wenyanga.Ngaphezu kwalokho, ukwehla okukhulu kwenani labasebenzi abangekho echwebeni abangenwe ubhubhane nakho kusizile ukusheshisa ukuhanjiswa kwempahla.

 

Ukuminyana emachwebeni aseNingizimu California kwenziwe ngcono kakhulu.Isibalo semikhumbi elinde ukuma sehle sisuka ku-109 ngoJanuwari safinyelela ku-48 ngoMashi 6, okuyisibalo esiphansi kakhulu kusukela ngoSepthemba nyakenye.Ngaphambi kokugqashuka kobhubhane, imikhumbi embalwa kakhulu ibilinda ukuma.Ngaso leso sikhathi, ivolumu yokungeniswa kwamanye amazwe nayo yehla e-US.Impahla engenayo evela emachwebeni ase-Los Angeles naseLong Beach yehle yaya phansi ezinyangeni eziyi-18 ngo-December 2021 futhi yenyuka ngo-1.8% kuphela ngoJanuwari 2022. Isikhathi sokulinda isiqukathi siphinde sehla ukusuka ekubeni phezulu kakhulu.

 

Kodwa-ke, isimo sesikhathi esizayo singahlala sishubile njengoba umthamo wokuthumela ungaqhubeka ukhula ezinyangeni ezilandelayo.Ngokusho kwe-Sea-Intelligence, isilinganiso somthamo weviki wonke wokungenisa wase-American West sizoba phezulu ngo-20% kunaleso sesikhathi esifanayo ngonyaka odlule ezinyangeni ezi-3 ezilandelayo.U-Alan Murphy, oyiChief Executive of Sea-Intelligence, uthe ngo-Ephreli, isibalo semikhumbi eminyene emachwebeni kungenzeka sibuyele ku-100-105.