Ukuhla Kwamva nje Kwamaxabiso Okuthutha Iinqanawa Elwandle: Izinto Eziphambili kunye Nokuguquguquka Kwemarike
Ingxelo entsha evela kwi-AlixPartners igxininisa ukuba uninzi lweenkampani zokuthutha imithwalo kwindlela ye-Trans-Pacific eya empuma ziye zagcina amaxabiso asezantsi ukusukela ngoJanuwari 2025, nto leyo ebonisa amandla aphantsi amaxabiso njengoko eli shishini lingena kwelinye lawona maxesha abuthathaka ngokwembali.
I-Drewry World Container Index ibonise ukuba amaxabiso okuthutha impahla kwisikhongozeli ngasinye esingangeenyawo ezingama-40 ehle nge-10% ukuya kwi-$2,795 kwiveki ephela nge-20 kaFebruwari, emva kokuba ehlile rhoqo ukusukela ngoJanuwari.
Nangona kukho ukwehla kwezoqoqosho kutshanje, imithwalo yolwandle isaqhubeka nokuba ngumthombo wengeniso ebalulekileyo kubathwali bempahla. IMaersk ibike ukunyuka kwama-49% kwingeniso yemithwalo yolwandle kwikota yesi-4 ka-2024 kwaye iceba ukuphinda kabini inkcitho yayo yeshishini lolwandle ukusuka kwi-1.9ibhiliyoni ukuya2.7 yeebhiliyoni ngo-2024.
Okunye ukungaqiniseki okuchaphazela iingxoxo yimeko yoLwandle oluBomvu. Iinkampani zokuthutha ngenqanawa ziye zaphambukisa urhwebo kude neSuez Canal, zandisa amaxesha okuhamba ngeeveki ezininzi ukusukela ekupheleni kuka-2023. Ukugcina ukuhamba korhwebo kunye nokuthembeka kweshedyuli, abathwali bongeze iinqanawa ezili-162 kwiinqanawa zabo, nto leyo ephucula ukuqinisekiswa kothungelwano lokubonelela. Nangona kunjalo, ukubuyela kwiindlela zoLwandle oluBomvu kunokwenza ezi nqanawa zongezelelweyo zingabalulekanga, okunokunciphisa amaxabiso okuthutha imithwalo elwandle.
Abathathi-nxaxheba kwimarike bahlala belumkile malunga naluphi na utshintsho oluzayo. UHarry Sommer, i-CEO yeNorwegian Cruise Line Holdings, ubonakalise ubunzima bokufikelela kuxolo lwaseMpuma Ephakathi, ecinga ngemeko apho iinqanawa zakhe zinokuhamba ngenqanawa kuLwandle Olubomvu ngo-2027.
Ukongeza, utshintsho olukhulu kwisakhiwo somanyano lweenqwelo-moya kulo nyaka lunokuchaphazela amazinga okuthutha impahla. I-MSC, ngoku ezimeleyo, ayinabo ubudlelwane bomanyano, ngelixa i-"Gemini Alliance" elindelweyo phakathi kweHapag-Lloyd yaseJamani kunye neMaersk yaqala ngoFebruwari. Olu budlelwane, olunceda ukwandisa amanqanaba enkonzo ngeenqanawa ezabelwana ngazo kunye neeshedyuli ezidibeneyo, lulawula ngaphezulu kwe-81% yomthamo weenqanawa zehlabathi, ngokutsho kwedathabheyisi yokuthunyelwa kwe-Alphaliner.
Ngamafutshane, imakethi yokuthutha impahla elwandle okwangoku ijongene nemeko enzima yamanani atshintshatshintshayo, uxinzelelo lwezopolitiko, kunye notshintsho kwisakhiwo ngaphakathi kwemibutho yabathwali, zonke ezichaphazela amandla orhwebo lwehlabathi kunye nothutho.
Ixesha leposi: Matshi-13-2025
