Nūhou - Ua hoʻonohonoho ʻia ka ʻoihana hoʻouna moku mokulele e loaʻa i kāna makahiki waiwai nui loa mai ka hoʻomaka ʻana o ka maʻi ahulau Covid

Ke holo pono nei ka ʻoihana hoʻouna moku laina e loaʻa i kāna makahiki waiwai nui loa mai ka hoʻomaka ʻana o ka maʻi ahulau. Hōʻike ʻo Data Blue Alpha Capital, i alakaʻi ʻia e John McCown, ʻo ka loaʻa kālā holoʻokoʻa o ka ʻoihana hoʻouna ipu i ka hapaha ʻekolu he $26.8 biliona, he piʻi 164% mai ka $10.2 biliona i hōʻike ʻia i ka hapaha ʻelua.
Ke hoʻohālikelike ʻia me ka hapaha ʻekolu o ka makahiki i hala, ua piʻi ka loaʻa kālā o kēia hapaha ma $24 biliona, a i ʻole 856%, mai $2.8 biliona.
Mai kahi kuanaʻike o ka hapaha ʻekolu, ʻoi aku ka nui o ka loaʻa kālā he $26. biliona ma mua o ka pālua o ka loaʻa kālā makahiki o ka ʻoihana hoʻouna ipu i kēlā me kēia makahiki ma mua o ka maʻi ahulau.
ʻO ka loaʻa kālā ikaika loa i ka makahiki 204 ma muli o ka pilikia hoʻouna moku o ke Kaiʻula a me ka nui o ke kālepa ma nā ala kālepa āpau.
ʻOi aku ka nui o ka loaʻa kālā o ka hapaha ʻekolu o $26.8 biliona ma mua o ka loaʻa kālā makahiki o ka ʻoihana hoʻouna ipu i kēlā me kēia makahiki ma mua o ka maʻi ahulau.

Ua ʻike nā loiloi Linerlytica, i kā lākou loiloi ʻana i nā ʻoihana hoʻouna moku i helu ʻia ma ka honua holoʻokoʻa, ua piʻi aʻe nā palena EBIT o nā ʻoihana liner ʻeiwa nui loa mai 16% i ka hapaha i hala a i 33%. Eia nō naʻe, aia kahi ʻokoʻa koʻikoʻi ma waena o nā mea hana maikaʻi loa a me nā mea hana ʻino loa, me Hapag-Lloyd lāua ʻo Maersk e emi ana ma hope o ko lākou mau hoa. ʻO ka awelika o ka palena EBIT o nā hoa ʻelua ma ka Gemini Alliance i hoʻokumu hou ʻia he 23%, ʻoi aku ka liʻiliʻi ma mua o ka hapalua o ka palena 50.5% o Evergreen.
Ma kahi hōʻike i nehinei, ua ʻōlelo ʻo Blue Alpha Capital, "Aia nā hōʻailona e hōʻike ana ʻo ka hapaha ʻekolu o 24 ka piko, akā he nui nā mea hoʻoulu hou." Loaʻa i ka mea loiloi ma Sea-Intelligence ka manaʻo like, e ʻōlelo ana i kā lākou hōʻike hebedoma hou: "Ua hala maopopo mākou i ka piko o 2024, i kākoʻo ʻia e ka pilikia o ke Kai ʻUlaʻula."
ʻOiai ua hāʻule nā ʻōkuhi wahi like ʻole mai nā kiʻekiʻe i hala koke nei, ke manaʻo nei ʻo Blue Alpha Capital i ka loaʻa kālā ikaika o nā laina moku i ka hapaha ʻehā, ke hōʻoia ʻia nei kahi ʻano ma nā awa a puni ka honua.
Eia kekahi laʻana, ua hoʻonohonoho nā awa ʻelua nui loa ma ʻAmelika Hui Pū ʻIa, nā awa o Los Angeles lāua ʻo Long Beach, i nā moʻolelo hou i ʻOkakopa.
Ua ʻōlelo ʻo Gene Seroka, Luna Hoʻokele o ke Awa ʻo Los Angeles, "E hoʻomau ʻia paha ka nui o nā ukana ikaika a mau i nā mahina e hiki mai ana ma muli o ka ikaika o ka mea kūʻai aku, ka makahiki hou o ka mahina mua, nā hopohopo o nā mea lawe mai e pili ana i nā pilikia hana i hoʻoholo ʻole ʻia ma ke kahakai hikina, a me nā ʻauhau hou e hiki ke hoʻonui i nā kumukūʻai halihali i ka makahiki aʻe."
i kahi hōʻike i hala koke aku nei, ua ʻōlelo ka ʻoihana brokerage ʻo Braemar, "ʻAʻole wale ka mākeke o kēia manawa e hoʻokele ʻia e ke koi akā na kekahi mau micro-inefficiencies e mālama nei i nā mākeke ukana a me nā mākeke charter."
Ua hāʻule ka hoʻokuʻu ʻana o ka Drewry Container Composite Index i kēia lā he $28 a i $3,412.8 no FEU, he 67% haʻahaʻa ma mua o ka piʻi hope loa o ka maʻi ahulau o $10,377 i Kepakemapa 2021, akā he 40% kiʻekiʻe aʻe ma mua o ka awelika ma mua o ka maʻi ahulau o $1,420 i ka makahiki 2019.