Ka whakararuraru ngā whanaketanga ā-ao tōrangapū i te umanga kaipuke; Kei te aro ētahi o ngā kaikawe ki ngā ara o te Moana Whero

Ka whakararuraru ngā whanaketanga ā-ao tōrangapū i te umanga kaipuke; Kei te aro ētahi o ngā kaikawe ki ngā ara o te Moana Whero

I roto i tētahi huringa ohorere, he maha ngā kamupene kaipuke e ngana ana ki te whakaora i ngā ratonga i te huarahi o te Moana Whero, he tohu tēnei i tētahi panonitanga hei whakautu ki te pikinga ake o ngā mōrearea ā-ao i te rohe. He maha ngā umanga hokohoko o tāwāhi kua ako mai i ngā wero i puta mai i te mate urutā COVID-19, mā te whakamahi i ngā taputapu pūtea pēnei i te ārai i ngā mōrearea.

I te 22 o Hakihea, i eke te kirimana matua o te Freight Index (Euro Route), EC2404, ki te rohe o ia rā mō te rima o ngā rā hokohoko karapīpiti, ā, i kati i te 1391.2 ngā tohu, he pikinga 14.99%. Ko tēnei pikinga, neke atu i te 50% i roto i ngā rā e rima kua pahure ake nei, i puta mai i ngā huihuinga ā-ao tūmatanui ohorere i hua ai he pikinga tere me te kaha o ngā utu utanga mākete tū, ā, i muri mai ka pā ki te mākete ā-ao.

I taua rā anō, i muri i te mākete, i pānuitia e te Shanghai Shipping Exchange ngā whakarerekētanga ki ngā utu hokohoko mō ngā kirimana ā-mua o Freight Index (Euro Route) (EC2404, EC2406, EC2408, EC2410, EC2412), e whai mana ana i te 25 o Hakihea, me ngā utu tauwhitinga i whakatakotoria ki te 0.006% o te nui o te tauwhitinga me ngā utu kati tūranga ā-roto i te 0.012% o te nui o te tauwhitinga.

E kī ana ngā kaitātari matua ko ngā pikinga o ngā utu ā-mua o te Freight Index (Euro Route) nā ngā kaupapa tōrangapū ohorere i hua ake ai te pikinga tere me te nui o ngā reiti mākete tū.

I roto i te pūrongo ā-wiki hou a te Shanghai Shipping Exchange, i whakaatuhia te pikinga nui o ngā utu kawe i te mākete kaipuke o Āhia-Ūropi nā runga i ngā tūmomo whakaekenga ā-pū i te rohe o te Moana Whero. Nā tēnei i arahi ai ngā kamupene kaipuke ipu nui e mahi ana i te huarahi o Āhia-Ūropi ki te whakapuaki i ngā whakarerekētanga, ā, i hua ake ai he pikinga nui o ngā tawhiti me ngā utu o te kawe, me te hekenga hoki o te pai o te hurihanga o ngā kaipuke.

I te mōhio ki te pānga pea ki te mākete, i whakapiki ake ngā kaikawe nui i ā rātou utu mākete i te wiki kua taha ake nei. I te 22 o Hakihea, i pūrongohia ngā utu mākete mō ngā kaweake mai i Shanghai ki Ūropi me ngā tauranga taketake o te Moana-nui-a-Kiwa ki te $1497 mō ia FEU me te $2054 mō ia TEU, he pikinga tēnei o te 45.5% me te 30.9%, ia.

I te 25 o Hakihea, i tohaina e ngā kaitātari tētahi pūrongo rangahau e whakaatu ana i te nui o te piki me te heke o te mākete. I whakanuia e rātou te awe o ngā raruraru i te Moana Whero ki ngā huarahi kaipuke, ka waihanga i te kaha ki te kore e taea te tuku kaipuke i te huarahi Āhia-Ūropi i roto i te wā poto.

Hei whakautu i te tumanako a te mākete mō te pikinga tonu o te utu utanga, i whakamōhio mai ngā puna mai i te tūāpapa Yun Qu Na ki ngā kairīpoata kua whakatuwherahia e ētahi kaipupuri kaipuke he pukapuka mō ngā rerenga ki te Moana Whero. Kua whakaritea te wehenga atu mō ēnei rerenga mō te mutunga o Tīhema, ā, ka piki rua te utu utanga.

Hei whakaū i ēnei whanaketanga, i whakahuatia i roto i ngā kōrero i te 25 o Hakihea, e ai ki te kaupapa "Kaitiaki o te Oranga", kei te whakarite ngā kamupene ki te whakahoki i ngā mahi i te huarahi rawhiti-uru mā te Moana Whero. Kei te whakatakoto mahere rātou mō te haerenga wawe rawa atu o te roopu tuatahi o ngā kaipuke, i runga anō i te āheinga whakahaere.

E whakapono ana ngā kaitātari ka whakarerekē pea tēnei whakatau i ngā matapae o mua mō te korenga o te kaha kaipuke i muri i te marama o Poutū-te-rangi, ā, ka tere ake pea te taurite o te kaha kaipuke.

I a rātou e aromatawai ana i te pānga tika o tēnei whakataunga, i whakanuia e ngā kamupene tā rātou whakapau kaha ki te matapae i ngā kaihoko me te whai huatanga o te mekameka tuku. Heoi, i kite rātou ahakoa ngā mahi haumaru o nāianei, kāore anō kia whakakorea te mōrearea whānui i te rohe. I kī ngā kamupene, mēnā ka whakararuhia te haumaru o ngā kaimahi, ka arotake anō rātou i te āhuatanga, ka tīmata hoki i ngā mahere whakarerekē huarahi.

Whai muri i tēnei purongo, i te 25 o Hakihea, i tino heke te maha o ngā kirimana ā-mua o te Freight Index (Euro Route), ā, neke atu i te 8% te hekenga o ngā kirimana.

I kitea e ngā umanga maha te ngoikore o te kare ā-roto piki i roto i te mākete, i kitea i roto i te hekenga o te hiahia tuwhera mō ngā kirimana katoa me te whakahekenga kitea o ngā tūranga. Ahakoa te kati me te whakahekenga o ngā mate, ko te nui o ngā rahinga hokohoko e tohu ana i te rerekētanga nui o te mākete, e uaua ai te matapae i tētahi ia i roto i te wā poto.

Hei whakatūpato i ngā kaiuru mākete, i tukuna e te Shanghai Futures Exchange ētahi pānuitanga e rua i te Hakihea 25, e whakarerekē ana i ngā ōwehenga tawhē me ngā herenga utu mō ngā kirimana ā-mua Freight Index (Euro Route). Ko te whāinga o ēnei mahi he whakamahara i ngā kaihokohoko kia arotakehia marietia te pānga poto o ngā huihuinga ohorere ki ngā utu utanga ā-wā, me te whai wāhi atu ki ngā mākete ā-mua me te whakahaere tūranga whaitake.

Whai muri i te hokinga whakamuri iti, i te 26 o Hakihea, ka tau te kirimana ā-mua o te Freight Index (Euro Route) ā, ka hoki anō ki te ia piki, ka eke ki te rohe o ia rā me te pikinga 16.99%.

E whakaatu ana ngā tātaritanga a ngā kaitātari i te hiahia kia aroturukitia te whai huatanga o ngā mahi tiaki kaipuke i te Moana Whero, te ngaronga pea o te whai huatanga o te haerenga ki ngā taumata noa, me te mea ka whakawhitia atu ngā utu inihua kua piki ake ki ngā kaituku kaipuke o te awa.

I waenganui i ngā whanaketanga tonu, tae noa ki te 25 o Hakihea, kāore anō kia whai mai ētahi atu kaikawe i te hokinga atu ki ngā huarahi o te Moana Whero. E ai ki ngā raraunga mai i Yihailan, kua tino heke te maha o ngā kaipuke ipu e whakawhiti ana i te Moana-a-Mandeb mai i te 15 o Hakihea, ā, kua tino heke te maha o ngā kaipuke me te taumaha o ia tangata.

Ahakoa te roa o te haerenga, kāore he utu mō te whiriwhiri i te ara roa huri noa i te Cape of Good Hope, he rerekē ki te Suez Canal, e whakatakoto ana i ngā utu rori. I pūrongo te Mana Whakahaere o te Suez Canal e 23,000 ngā kaipuke i whakawhiti i te awa i te tau 2022, ā, tata ki te $8 piriona te moni whiwhi utu rori i puta mai. Me te utu rori toharite o te $347,000 mō ia kaipuke, ka piki haere tonu tēnei utu i ia tau.

He mea tika kia mōhiotia ko te Awa o Suez he wāhi nui ki te ōhanga o Ihipa, e tata ana ki te hautoru o te katoa o ngā hua ōhanga o te whenua. Kāore anō kia arotakehia te pānga ōhanga katoa o te pakarutanga o te awa i ngā rā tata nei.

I whakaatuhia e te aukati o te Awaawa o Suez i mua te ngoikore o te hokohoko o te ao me ngā mekameka tuku. Ahakoa he iti ake te pānga o te whakaekenga kaipuke i tērā o mua, ko ngā pokapū matua pēnei i te Awaawa o Suez me te Awaawa o Panama, ki te whakararuhia, ka pā tonu ki te hokohoko o te ao.

E ai ki ngā kaitātari, ko te whakarerekē i ngā huarahi o ngā kaipuke huri noa i te pito tonga o Āwherika ka puta he utu tāpiri $1 miriona mō ia haerenga, me te 7-10 rā o te wā haere. Nā tēnei kua kitea ngā piki me ngā heke o ngā utu hinu o te ao.

E ai ki te pūrongo a te Shanghai Securities News, kua hoki mai ngā utu hinu o te ao mai i te pikinga ake o te taupatupatu i waenganui i te Moana Whero. Kua piki te hinu mata o te WTI tata ki te 7% ki te $73.49 ia oko, ā, kua piki ake hoki te hinu mata o te Brent tata ki te 7% ki te $78.89 ia oko i te katinga o te Hakihea 22, ā, kua eke ēnei ki ngā taumata teitei hou mai i te Hakihea 5.

Heoi, ki te whakatauritea ki te pānga o te pakanga o Iharaira-Parehiana i te marama o Oketopa, ko te pikinga o ngā utu hinu o nāianei e tohu ana i te taumata teitei ake o te whakaaro tika o te mākete. Ahakoa ka piki ake pea ngā utu kawe mō ētahi kaipuke hinu nā te aukati i te Moana Whero, kāore i tino pā ki ngā kaupapa matua o te mākete hinu. Nā te mea ehara a Yemen me Iharaira i ngā whenua whakaputa hinu nui, kāore pea te whakararuraru e pā ki te whakaputa hinu i te Middle East. Hei tāpiri, ko te nuinga o ngā kaweake hinu o te Middle East e whakawhirinaki ana ki te Strait of Hormuz, nō reira, i te mea kei te tuwhera tonu taua ara kaipuke, me iti noa te pānga ki ngā kaupapa matua o te mākete hinu o te ao me ngā tauira hokohoko.

E kī ana ngā kaitātari, mai i te tirohanga wā-waenga, i te whakatata atu o te āhuatanga ki te whakatau, e matapaetia ana ka āta whakamarietia ngā pānga o muri mai ki ngā mekameka tuku, te kaipuke, me ngā utu o ngā taonga mā te whakaiti i ngā taumahatanga i te hauwhā tuatahi o te tau e tū mai nei.

Hei whakamutunga, nā ngā whanaketanga ā-ao tōrangapū i te Moana Whero kua puta he panoni i roto i te umanga kaipuke, me te titiro a ētahi kaikawe ki te tīmatanga anō o ngā huarahi. Ahakoa ka taea e tēnei whakatau te whakarerekē i ngā tumanakohanga o mua o te mākete, kei te noho tonu te pānga whānui ki te hokohoko o te ao, ngā mekameka tuku, me ngā utu hinu. Ka tohutohu ngā kaitātari kia tūpato, me te whakanui i te hiahia mō te aromatawai tupato i ngā whakararuraru wā poto me te whai wāhi tika ki te mākete ā-mua.