Nūhou - Ua hoʻonohonoho ʻia ka ʻoihana moku liner i kāna makahiki ʻoi aku ka maikaʻi mai ka wā i hoʻomaka ai ka maʻi maʻi Covid

Ke hele nei ka ʻoihana moku liner e loaʻa i kāna makahiki maikaʻi loa mai ka wā i hoʻomaka ai ka maʻi maʻi. ʻIkepili Blue Alpha Capital, alakaʻi ʻia e John McCown, e hōʻike ana i ka loaʻa ʻana o ka loaʻa kālā o ka ʻoihana moku moku i ke kolu o ka hapaha he $26.8 biliona, 164% ka piʻi ʻana mai ka $ 10.2 biliona i hōʻike ʻia ma ka lua o ka hapaha.
Hoʻohālikelike ʻia i ka hapaha ʻekolu o ka makahiki i hala, ua hoʻonui ʻia ka loaʻa kālā o kēia hapaha ma $24 biliona, a i ʻole 856%, mai $2.8 biliona.
Mai kahi hiʻohiʻona hapakolu, ʻo ka $26. ʻoi aku ka nui o ka loaʻa kālā ma mua o ka ʻelua o ka loaʻa kālā makahiki o ka ʻoihana lawe pahu pahu i kēlā me kēia makahiki ma mua o ka maʻi maʻi.
ʻO ka loaʻa kālā maikaʻi loa ma 204 ma muli o ka pilikia hoʻouna ʻana o ke Kaiʻula a me nā puke kālepa ikaika ma nā ala kalepa āpau.
ʻO ka loaʻa kālā o ka hapaha ʻekolu o $26.8 biliona ʻoi aku ka pālua o ka loaʻa kālā makahiki o ka ʻoihana moku pahu pahu i kēlā me kēia makahiki ma mua o ka maʻi maʻi.

Linerlytica kanaka kālailai, i loko o kā lākou kālailai 'ana o ka honua i helu 'ia moku ', i ike i ka EBIT margins o ka eiwa nui helu liner hui mahuahua mai 16% i ka hapaha mua i 33%. Eia nō naʻe, aia kahi ʻokoʻa ma waena o nā mea hoʻokani maikaʻi a maikaʻi ʻole, me Hapag-Lloyd lāua ʻo Maersk e haʻalele loa ana ma hope o kā lākou mau hoa. ʻO ka awelika EBIT ka palena o nā hoa ʻelua i ka Gemini Alliance hou i hoʻokumu ʻia he 23%, ʻoi aku ka liʻiliʻi o ka hapalua o ka palena o Evergreen 50.5%.
I loko o kahi hōʻike i nehinei, ʻōlelo ʻo Blue Alpha Capital, "He mau hōʻailona ʻo ke kolu o ka hapaha o 24 ka piko, akā he nui nā catalysts hou." ʻO ka mea loiloi ma Sea-Intelligence ka manaʻo like, me ka ʻike ʻana i kā lākou hōʻike i kēlā me kēia pule: "Ua hala mākou i kēia manawa i ka piko o 2024, i kākoʻo ʻia e ka pilikia o ke Kaiʻula."
ʻOiai ua hāʻule nā helu wahi like ʻole mai nā kiʻekiʻe kiʻekiʻe, ke manaʻo nei ʻo Blue Alpha Capital i ka loaʻa kālā ikaika ma ka hapahā ʻehā, ke hōʻoia ʻia nei kahi ʻano ma nā awa a puni ka honua.
No ka laʻana, ʻo nā awa nui ʻelua ma ʻAmelika Hui Pū ʻIa, nā awa o Los Angeles a me Long Beach, ua hoʻonohonoho i nā moʻolelo hou ʻOkakopa.
Ua ʻōlelo ka Luna Hoʻokele o ke awa ʻo Los Angeles, ʻo Gene Seroka, "E hoʻomau ʻia ka nui o nā ukana 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 uku hou. hiki ke hoʻonui i nā kumukūʻai o ka halihali i ka makahiki aʻe."
ʻO kahi hōʻike hou, ua ʻōlelo ʻo Braemar, "ʻAʻole i alakaʻi ʻia ka mākeke o kēia manawa e ka noi wale nō akā e nā ʻano micro-inefficiencies e mālama nei i ka ukana a me nā mākeke charter."
ʻO ka hoʻokuʻu ʻana o ka Drewry Container Composite Index i kēia lā ua hāʻule i $28 i $3,412.8 no FEU, 67% haʻahaʻa ma mua o ke kiʻekiʻe maʻi maʻi hope loa o $10,377 i Kepakemapa 2021, akā 40% kiʻekiʻe ma mua o ka awelika pre-pandemic o $1,420 i 2019.