Kua rite te umanga kaipuke ki te whiwhi i tana tau tino whai hua mai i te tīmatanga o te mate urutā Covid

I roto i tā rātou tātaritanga i ngā kamupene kaipuke kua rārangihia o te ao, i kite ngā kaitātari Linerlytica i piki ake ngā tawhē EBIT o ngā kamupene kaipuke nui e iwa kua rārangihia mai i te 16% i te hauwhā o mua ki te 33%. Heoi, he rerekētanga nui i waenga i ngā kamupene pai rawa atu me ngā kamupene kino rawa atu, ā, kei te whakaroa a Hapag-Lloyd me Maersk i muri i ō rātou hoa. Ko te tawhē EBIT toharite o ngā hoa e rua i roto i te Gemini Alliance hou i whakatūria he 23%, he iti iho i te haurua o te tawhē 50.5% a Evergreen.
I roto i tētahi pūrongo inanahi, i kī a Blue Alpha Capital, "Kei te kitea ngā tohu e whakaatu ana ko te hauwhā tuatoru o te 24 te tihi, engari he maha ngā mea whakakorikori o nāianei." He rite tonu te tirohanga a te kaitātari i Sea-Intelligence, me te kī i roto i tā rātou pūrongo ā-wiki tata nei: "Kua mārama kua hipa tātou i te tihi o te tau 2024, i tautokona e te raruraru o te Moana Whero."
Ahakoa kua heke iho ngā taupū ā-wāhi mai i ngā taumata teitei o nā tata nei, e matapaetia ana e Blue Alpha Capital ka kaha ngā whiwhinga moni mō ngā kaipuke i te hauwhā tuawhā, ā, kei te whakaūtia tēnei ia i ngā tauranga huri noa i te ao.
Hei tauira, ko ngā tauranga nui rawa atu e rua o te Hononga o Amerika, arā, ko ngā tauranga o Los Angeles me Long Beach, i whakatakoto i ngā rekoata hou i te marama o Oketopa.
I kōrero te Kaiwhakahaere Matua o te Tauranga o Los Angeles, a Gene Seroka, "Tērā pea ka haere tonu te kaha me te pumau o ngā rahinga utanga i ngā marama e haere ake nei nā te kaha o te kaihoko, te tīmatanga o te tau hou, ngā āwangawanga a ngā kawemai mō ngā take mahi kāore anō kia whakatauhia i te takutai rāwhiti, me ngā taripa hou ka piki ake pea ngā utu kawe i te tau e tū mai nei."
I roto i tētahi pūrongo tata nei, i kī te kamupene kaihokohoko a Braemar, "Ko te mākete o nāianei ehara i te mea ko te tono anake te mea e akiakihia ana, engari ko ētahi ngoikoretanga iti hoki e pupuri ana i ngā mākete utanga me ngā mākete reti waka kia ora tonu."
I heke te utu o te Drewry Container Composite Index i te rā nei, arā, $28 ki te $3,412.8 mō ia FEU, he 67% te iti iho i te pikinga whakamutunga o te mate urutā o te $10,377 i te marama o Hepetema 2021, engari he 40% teitei ake i te toharite i mua i te mate urutā o te $1,420 i te tau 2019.