Merkanzija bil-Baħar Jew Darbiet Sa Tliet Darbiet Oħra? Kumpaniji tat-Tbaħħir Bdew Jgħollu r-Rati tal-Merkanzija

Merkanzija bil-baħar jew darbtejn jew tliet darbiet oħra? Il-kumpaniji tat-tbaħħir bdew jgħollu r-rati tal-merkanzija

Il-kunflitt Russu-Ukrajn aggrava l-kriżi tal-katina tal-provvista diġà intrattabbli.

Glenn Koepke, espert f'FourKites, konsulenza dwar il-katina tal-provvista, qal reċentement li l-gwerra tista 'tikkawża daqqa oħra lill-katina tal-provvista globali, li twassal għal prezzijiet ogħla għall-merkanzija bil-baħar u bl-ajru. Ir-rata tal-merkanzija għal kull FEU fuq ir-rotta miċ-Ċina lejn l-Istati Uniti tista' tirdoppja jew ittriplika r-rata attwali, jiġifieri minn USD 10,000 għal kull kontenitur ta' 40 pied għal USD 30,000.

Koepke rrimarka li minn meta faqqgħet l-epidemija, il-prezzijiet tal-merkanzija bil-baħar komplew jolqtu livelli ġodda. Il-kunflitt Russu-Ukrajn min-naħa tiegħu se jkollu impatt fuq il-katina tal-provvista. Fil-preżent, il-kunflitt wassal biex ħafna vapuri jbiddlu r-rotot tagħhom, u bażikament il-portijiet Ukraini kollha issa huma magħluqa, u d-devjazzjoni tal-vapuri aggravat il-problema tal-konġestjoni tal-port f'portijiet Ewropej oħra. Id-dejta turi li mit-28 ta’ Frar, aktar minn 200 bastiment kienu qed jistennew biex jaqsmu l-passaġġ tal-ilma li jgħaqqad il-Baħar l-Iswed u l-Baħar ta’ Azov u l-Istrett ta’ Kerch, l-uniku kanal.

Il-kriżi Russa-Ukranjana affettwat serjament it-trasport tal-merkanzija madwar il-Baħar l-Iswed, rotta tat-tbaħħir kritika għaż-żejt mhux raffinat u l-ikel bl-ingrossa. Mill-bidu tal-gwerra bejn ir-Russja u l-Ukrajna fl-24 ta’ Frar, diversi bastimenti ġew attakkati jew miżmuma minn nar tal-artillerija. Pajjiżi Ewropej u Amerikani bdew jimponu sanzjonijiet fuq il-kummerċ Russu, inkluż ir-Renju Unit li jipprojbixxi l-vapuri Russi kollha milli jidħlu fil-portijiet Brittaniċi, u l-industrija tat-tbaħħir u l-portijiet tal-Belġju, l-Olanda u l-Ġermanja se jinterċettaw u jispezzjonaw ukoll vapuri tal-merkanzija li jkunu sejrin lejn ir-Russja.

The world's top two container shipping companies, Maersk and Mediterranean Shipping (MSC), as well as France's CMA CGM, Germany's Hapag-Lloyd and Japan's ONE Ocean Shipping Co. Orders for Russian goods have been suspended. According to data from Alphaliner, an international shipping industry analysis agency, the total shipping capacity of these five companies accounts for nearly 60 percent of the global market. Market participants predict that their suspension of services to Russia will exacerbate supply chain difficulties and increase shipping costs.

At present, container shipping companies have begun to increase freight rates. From March 15th and April 1st, container shipping companies have raised the "comprehensive container rate surcharge" (GRI) and "fuel surcharge" (BAF). International shipping giants even started Add "port demurrage". Industry insiders pointed out that after this round of increases, the freight rate increase may rise by 50 percent .

Glenn Koepke qal li għadu ma kienx l-aqwa staġun għas-suq tat-tbaħħir tal-kontejners, iżda hekk kif il-kumpaniji bdew iżidu l-volumi tas-sajf, ikun hemm impatt sinifikanti fuq il-katina tal-provvista. Xi kumpaniji tat-tbaħħir joffru rotot alternattivi oħra. Pereżempju, Hapag-Lloyd se tiftaħ is-servizz espress taċ-Ċina-Ġermanja minn April, li jgħaqqad Shenzhen Dachanwan Terminal ma' Hamburg, b'ħin ta' transitu ta' 27 jum.

Maersk Line has also started to promote intermodal services, capable of transporting cargo from Busan, South Korea, via the Trans-Siberian Railway to Russia's bordering Baltic seaport city of Kaliningrad, and then to the rest of the Baltic region in less than 20 days. By comparison, crossing the Suez Canal would take 60 days of ocean-going voyages, but services through Russian territories could face new restrictions and risks of sanctions.

Since about 41 percent of the world's exports come from Asia, and Ukraine is one of the ancient trade routes between China and Europe, the war has led to the interruption of trade routes, and the most affected are European countries. The longer the Russian-Ukrainian tensions persist, the greater the impact on logistics across Europe. Maersk Line warned customers that this is a global impact, not limited to trade with Russia, and supply chains remain severely disrupted.

Madankollu, hemm vuċijiet differenti fis-suq. Andy Lane, direttur tal-konsulenza tat-tbaħħir CTI Consultancy, huwa aktar ottimist, billi jargumenta li l-irtirar ta 'vapuri minn rotot lejn ir-Russja jew il-Baħar l-Iswed jirrappreżenta żieda fil-kapaċità fi swieq oħra u rotot kummerċjali fost nuqqas globali ta' kapaċità tal-bastimenti. Filwaqt li negattiv għar-Russja u l-Ukrajna, jista’ jkun pożittiv għal reġjuni oħra.