Wararka - Warshadaha maraakiibta ayaa lagu wadaa inay yeeshaan sannadkii ugu faa'iidada badnaa tan iyo markii uu bilaabmay cudurka Covid

Warshadaha maraakiibta ayaa ku socda wadada saxda ah si ay u helaan sanadkoodii ugu faa'iidada badnaa tan iyo markii uu cudurku bilaabmay. Data Blue Alpha Capital, oo uu hogaaminayo John McCown, ayaa muujineysa in wadarta dakhliga saafiga ah ee warshadaha maraakiibta konteenarrada rubuci saddexaad uu ahaa $26.8 bilyan, taasoo ah koror 164% ah marka loo eego $10.2 bilyan oo la soo sheegay rubuci labaad.
Marka la barbardhigo rubuci saddexaad ee sannadkii hore, dakhliga saafiga ah ee rubucan ayaa kordhay $24 bilyan, ama 856%, laga bilaabo $2.8 bilyan.
Marka laga eego rubuc-saddexaad, dakhliga $26. bilyan ee soo gala wuxuu ka badan yahay laba jibaar dakhliga sanadlaha ah ee warshadaha maraakiibta weelasha sannad kasta ka hor masiibada.
Dakhliga aadka u xooggan ee 204 waxaa sabab u ah dhibaatada maraakiibta Badda Cas iyo mugga ganacsi ee xooggan ee dhammaan waddooyinka ganacsiga.
Dakhliga rubuci saddexaad oo ah $26.8 bilyan ayaa ka badan laba jibaar dakhliga sanadlaha ah ee warshadaha maraakiibta konteenarrada sannad kasta ka hor masiibada.

Falanqeeyayaasha Linerlytica, falanqayntooda shirkadaha maraakiibta ee liiska caalamiga ah, waxay xuseen in faa'iidada EBIT ee sagaalka shirkadood ee ugu waaweyn ee liiska ku jira ay ka korodhay 16% rubuci hore ilaa 33%. Si kastaba ha ahaatee, waxaa jiray farqi weyn oo u dhexeeya kuwa ugu wanaagsan iyo kuwa ugu xun, iyadoo Hapag-Lloyd iyo Maersk ay aad uga hooseeyaan asxaabtooda. Celceliska faa'iidada EBIT ee labada shirkadood ee Gemini Alliance ee cusub ee la aasaasay wuxuu ahaa 23%, taasoo ka yar kala bar faa'iidada 50.5% ee Evergreen.
Warbixin shalay soo baxday, Blue Alpha Capital ayaa tiri, "Waxaa jira calaamado muujinaya in rubuci saddexaad ee 24 uu yahay heerka ugu sarreeya, laakiin waxaa jira waxyaabo badan oo dhawaan soo baxay oo kiciya." Falanqeeyayaasha Sea-Intelligence waxay qabaan aragti isku mid ah, iyagoo ku xusay warbixintooda toddobaadlaha ah ee dhawaan: "Hadda si cad ayaan uga gudubnay meeshii ugu sarreysay ee 2024, taas oo ay taageertay dhibaatada Badda Cas."
Inkasta oo tusmooyinka kala duwan ee dhibcaha ay hoos uga dhaceen heerkii ugu sarreeyay ee dhawaanahan, haddana Blue Alpha Capital waxay filaysaa in dakhli xoog leh laga helo rubuci afraad, isbeddel ayaa laga xaqiijinayaa dekedaha adduunka oo dhan.
Tusaale ahaan, labada dekedood ee ugu waaweyn Mareykanka, dekedaha Los Angeles iyo Long Beach, ayaa dhigay rikoor cusub bishii Oktoobar.
Agaasimaha Fulinta ee Dekedda Los Angeles Gene Seroka ayaa yiri, "Tirada xamuulka ee xooggan iyo kuwa joogtada ah waxay u badan tahay inay sii socoto bilaha soo socda sababtoo ah macaamiisha xooggan, sannadka cusub ee dayaxa ee hore, walaaca soo dejiyayaasha ee ku saabsan arrimaha shaqada ee aan la xallin ee xeebta bari, iyo canshuuraha cusub ee kor u qaadi kara kharashyada gaadiidka sanadka soo socda."
Warbixin dhawaan la soo saaray, shirkadda dilaaliinta Braemar ayaa xustay, "Suuqa hadda jira waxaa ku kalifay baahida oo keliya laakiin sidoo kale waxaa ka mid ah taxanayaal aan waxtar lahayn oo ka dhigaya suuqyada xamuulka iyo kuwa kireysiga inay firfircoonaadaan."
Soo saarista maanta ee Drewry Container Composite Index ayaa hoos u dhacday $28 ilaa $3,412.8 halkii FEU, taasoo 67% ka hooseysa tii ugu dambeysay ee masiibada oo ahayd $10,377 bishii Sebtembar 2021, laakiin 40% ayaa ka sarreysay celceliska ka hor masiibada oo ahaa $1,420 sannadkii 2019.