He aha ngā kamupene kaipuke e rīhi tonu ana i ngā kaipuke ahakoa te hekenga o te tono?

Puna: Te Makasini Ipurangi a China Ocean Shipping, 6 o Poutū-te-rangi, 2023.

Ahakoa te hekenga o te tono me te hekenga o ngā utu utanga, kei te haere tonu ngā mahi rīhi kaipuke ipu i roto i te mākete rīhi kaipuke ipu, kua eke ki te taumata teitei rawa atu i roto i te hītori mō te nui o ngā ota.

He iti iho ngā utu rīhi o nāianei i tōna taumata tiketike. I tōna taumata tiketike, ko te utu rīhi mō te toru marama mō tētahi kaipuke ipu iti ka eke ki te $200,000 ia rā, ko te utu rīhi mō tētahi kaipuke rahi-waenga ka eke ki te $60,000 ia rā mō ngā tau e rima. Heoi, kua hipa aua rā, ā, kāore pea e hoki mai.

I kī a George Youroukos, te Tumu Whakahaere Matua o Global Ship Lease (GSL), "kāore anō kia ngaro te tono mō te rīhi, i te mea kei te haere tonu te tono, ka haere tonu te pakihi rīhi kaipuke."

E whakapono ana a Moritz Furhmann, te Tumu Whakahaere Matua o MPC Containers, "kei te noho pumau tonu ngā reiti riihi i runga ake i ngā toharite o mua."

I te Paraire whakamutunga, i heke te Harpex Index, e ine ana i ngā reiti riihi mō ngā momo kaipuke, mā te 77% mai i tōna tihi hītori i te marama o Poutū-te-rangi 2022 ki te 1059 ngā tohu. Heoi, kua puhoi te tere o te hekenga i tēnei tau, ā, kua pumau te taupū i ngā wiki tata nei, neke atu i te rua te uara i mua i te mate urutā 2019 i te marama o Pēpuere.

E ai ki ngā pūrongo hou a Alphaliner, i muri i te mutunga o te Tau Hou Hainamana, kua piki ake te hiahia mō te rīhi kaipuke ipu, ā, kei te iti tonu te kaha rīhi e wātea ana i te nuinga o ngā mākete kaipuke kua wehea, e tohu ana ka piki ake ngā utu rīhi i ngā wiki e haere ake nei.

He rongonui ake ngā kaipuke ipu rahi-waenga me te iti.
Nā te mea, i te wā pai rawa atu o te mākete, tata ki ngā kaipuke nunui katoa i hainatia he kirimana riihi maha-tau kāore anō kia pau. Hei tāpiri, ko ētahi kaipuke nunui e tika ana kia whakahoutia i tēnei tau kua whakaroa kē i ā rātou riihi i te tau kua hipa.

Ko tētahi atu panonitanga nui ko te whakapoto i ngā wā rīhi. Mai i Oketopa o te tau kua hipa, kua rīhi a GSL i ana kaipuke e whā mō te toharite o ngā marama tekau.

E ai ki te kaihokohoko kaipuke a Braemar, i tēnei marama, kua retihia e MSC te kaipuke 3469 TEU Hansa Europe mō ngā marama 2-4 i te utu $17,400 ia rā, me te kaipuke 1355 TEU Atlantic West mō ngā marama 5-7 i te utu $13,000 ia rā. Kua retihia e Hapag-Lloyd te kaipuke 2506 TEU Maira mō ngā marama 4-7 i te utu $17,750 ia rā. Nō nā tata nei, kua retihia e CMA CGM ētahi kaipuke e whā: te kaipuke 3434 TEU Hope Island mō ngā marama 8-10 i te utu $17,250 ia rā; te kaipuke 2754 TEU Atlantic Discoverer mō ngā marama 10-12 i te utu $17,000 ia rā; te kaipuke 17891 TEU Sheng An mō ngā marama 6-8 i te utu $14,500 ia rā; me te kaipuke 1355 TEU Atlantic West mō ngā marama 5-7 i te utu $13,000 ia rā.

Ka piki ake ngā mōrearea mō ngā kamupene riihi
Kua noho hei āwangawanga mā ngā kamupene riihi kaipuke te nui o ngā ota kua pakaruhia e te rekoata. Ahakoa kua riihitia te nuinga o ngā kaipuke o ēnei kamupene i tēnei tau, he aha ka tupu i muri i tērā?

I te mea ka whiwhi ngā kamupene kaipuke i ngā kaipuke hou, he pai ake te penapena wahie mai i ngā wāhi hanga kaipuke, kāore pea rātou e whakahou i ngā rīhi o ngā kaipuke tawhito ina pau te wā. Mēnā kāore e taea e ngā kairihi te kimi kairihi hou, kāore rānei e taea te whiwhi hua mai i te reti, ka raru rātou i te wā e noho mangere ana te kaipuke, ka mutu rānei te whiriwhiri ki te whakakore i aua kaipuke.

E whakanui ana a MPC me GSL ko te nui o ngā ota me te pānga pea ki ngā kairihi kaipuke ka pēhi noa i ngā momo kaipuke nunui. I kī te Tumu Whakarae o MPC, a Constantin Baack, ko te nuinga o ngā ota mō ngā kaipuke nunui, ā, ko te iti o te momo kaipuke, ko te iti o te nui o ngā ota.

I kī anō a Baack ko ngā ota hou e pai ake ana ki ngā kaipuke wahie-rua ka taea te whakamahi i te LNG, te methanol rānei, he mea e tika ana mō ngā kaipuke nunui. Mō ngā kaipuke iti e mahi ana i roto i te hokohoko ā-rohe, kāore i te rawaka te hanganga wahie LNG me te methanol.

E ai ki te pūrongo hou a Alphaliner, 92% o ngā ipu hou i tonoa i tēnei tau he kaipuke kua rite mō te LNG, te methanol rānei, he pikinga mai i te 86% i tērā tau.

I kī a Lister o GSL ko te kaha o ngā kaipuke ipu e tonoa ana e tohu ana i te 29% o te kaha o nāianei, engari mō ngā kaipuke neke atu i te 10,000 TEU, ko tēnei ōwehenga he 52%, mō ngā kaipuke iti ake, he 14% noa iho. E matapaetia ana ka piki ake te tere para o ngā kaipuke i tēnei tau, ka iti ake te tipu o te kaha tuturu.


Wā tuku: Maehe-24-2023