Umthombo: I-China Ocean Shipping e-Magazine, nge-6 kaMatshi, ngo-2023.
Nangona imfuno incipha kwaye amaxabiso empahla ehla, iintengiselwano zokuqeshisa iinqanawa zeekhonteyina zisaqhubeka kwimarike yokuqeshisa iinqanawa zeekhonteyina, efikelele kwinqanaba eliphezulu ngokwembali ngokwenani lee-odolo.
Amanani okuqeshisa angoku aphantsi kakhulu kuneencopho zawo. Xa sele efikelele kwinqanaba eliphezulu, ixesha lokuqeshisa leenyanga ezintathu lenqanawa encinci yesikhongozeli lingabiza ukuya kuthi ga kwi-$200,000 ngosuku, ngelixa ixesha lokuqeshisa lenqanawa ephakathi lingafikelela kwi-$60,000 ngosuku kwiminyaka emihlanu. Nangona kunjalo, ezo ntsuku ziphelile kwaye akunakwenzeka ukuba zibuye.
UGeorge Youroukos, i-CEO yeGlobal Ship Lease (GSL), uthethe kutshanje ukuba "imfuno yokuqeshisa ayikapheli, lo gama nje imfuno iqhubeka, ishishini lokuqeshisa iinqanawa liya kuqhubeka."
UMoritz Furhmann, i-CFO ye-MPC Containers, ukholelwa ukuba "amaxabiso okuqeshisa ahlala ezinzile ngaphezu komndilili wembali."
NgoLwesihlanu odlulileyo, iHarpex Index, elinganisa amazinga okuqeshisa kwiintlobo ngeentlobo zeenqanawa, yehle ngama-77% ukusuka kwincopho yayo yembali ngoMatshi 2022 ukuya kuma-1059 amanqaku. Nangona kunjalo, izinga lokuhla kulo nyaka liye lehla, kwaye isalathisi siye sazinza kwiiveki zakutshanje, sisaphinda kabini ixabiso ngaphambi kobhubhane ka-2019 ngoFebruwari.
Ngokweengxelo zakutshanje ze-Alphaliner, emva kokuphela koNyaka oMtsha waseTshayina, imfuno yokuqeshisa iinqanawa zeekhonteyina inyukile, kwaye umthamo wokuqeshisa okhoyo kwiimarike ezininzi zeenqanawa ezihlukeneyo uyaqhubeka nokunqongophala, nto leyo ebonisa ukuba amazinga okuqeshisa aza kunyuka kwiiveki ezizayo.
Iinqanawa zeenkonkxa eziphakathi nezincinci zithandwa kakhulu.
Oku kungenxa yokuba, ngexesha elifanelekileyo lemarike, phantse zonke iinqanawa ezinkulu zisayine izivumelwano zokuqeshisa zeminyaka emininzi ezingekaphelelwa lixesha. Ukongeza, ezinye iinqanawa ezinkulu eziza kuhlaziywa kulo nyaka sele zandise izivumelwano zazo zokuqeshisa kunyaka ophelileyo.
Olunye utshintsho olukhulu kukuba amaxesha okuqeshisa ancitshiswe kakhulu. Ukusukela ngo-Okthobha kunyaka ophelileyo, i-GSL iqeshe iinqanawa zayo ezine umyinge weenyanga ezilishumi.
Ngokutsho komthengisi weenqanawa uBraemar, kule nyanga, i-MSC iqeshe inqanawa i-3469 TEU Hansa Europe kangangeenyanga ezi-2-4 ngexabiso le-$17,400 ngosuku, kunye nenqanawa i-1355 TEU Atlantic West kangangeenyanga ezi-5-7 ngexabiso le-$13,000 ngosuku. I-Hapag-Lloyd iqeshe inqanawa i-2506 TEU Maira kangangeenyanga ezi-4-7 ngexabiso le-$17,750 ngosuku. I-CMA CGM isandula ukuqesha iinqanawa ezine: inqanawa i-3434 TEU Hope Island kangangeenyanga ezi-8-10 ngexabiso le-$17,250 ngosuku; inqanawa i-2754 TEU Atlantic Discoverer kangangeenyanga ezili-10-12 ngexabiso le-$17,000 ngosuku; inqanawa i-17891 TEU Sheng An kangangeenyanga ezi-6-8 ngexabiso le-$14,500 ngosuku; kunye nenqanawa i-1355 TEU Atlantic West kangangeenyanga ezi-5-7 ngexabiso le-$13,000 ngosuku.
Iingozi ziyanda kwiinkampani zokuqeshisa
Ubuninzi bee-odolo eziphula amarekhodi bube yingxaki kwiinkampani eziqeshisayo ngeenqanawa. Nangona uninzi lweenqanawa zezi nkampani ziqeshisiwe kulo nyaka, kuza kwenzeka ntoni emva koko?
Njengoko iinkampani zokuthutha imikhumbi zifumana iinqanawa ezintsha nezisebenzisa ipetroli kakuhle kwiindawo zokugcina iinqanawa, azinakuphinda zisebenzise izivumelwano zokuqeshisa iinqanawa ezindala xa ziphelelwa lixesha. Ukuba abaqeshisi abakwazi ukufumana abaqeshi abatsha okanye abakwazi ukufumana inzuzo kwirenti, baya kujongana nexesha lokungasebenzi kweenqanawa okanye ekugqibeleni banokukhetha ukuzilahla.
I-MPC kunye ne-GSL zombini zigxininisa ukuba ubungakanani obukhulu bee-odolo kunye nempembelelo enokubakho kubaqeshisi beenqanawa ngokusisiseko kubeka uxinzelelo kwiintlobo zeenqanawa ezinkulu kuphela. I-CEO ye-MPC uConstantin Baack uthe uninzi lweencwadi zee-odolo zezeenqanawa ezinkulu, kwaye okukhona uhlobo lweenqanawa luncinci, kokukhona ubungakanani bee-odolo buncinci.
UBaack ukwaqaphele ukuba ii-odolo zakutshanje zikhetha iinqanawa ezisebenzisa amafutha amabini ezinokusebenzisa i-LNG okanye i-methanol, ezifanelekileyo kwiinqanawa ezinkulu. Kwiinqanawa ezincinci ezisebenza kurhwebo lwengingqi, akukho ziseko zaneleyo ze-LNG kunye ne-methanol.
Ingxelo yamva nje ye-Alphaliner ithi ama-92% eekhonteyina ezintsha ezi-odolwe kulo nyaka ziinqanawa ezilungele i-LNG okanye i-methanol, ukusuka kuma-86% kunyaka ophelileyo.
ULister we-GSL ubonise ukuba umthamo weenqanawa zesikhongozeli ofunekayo umele i-29% yomthamo okhoyo, kodwa kwiinqanawa ezingaphezu kwe-10,000 TEU, eli nani liyi-52%, ngelixa kwiinqanawa ezincinci, liyi-14% kuphela. Kulindeleke ukuba izinga lokukrazula kweenqanawa linyuke kulo nyaka, nto leyo ekhokelela ekukhuleni okuncinci komthamo wokwenyani.
Ixesha lokuthumela: Matshi-24-2023