Akụkọ - Ụlọ ọrụ mbupu ụgbọ mmiri ga-enwe afọ kacha baa uru kemgbe ọrịa Covid malitere

Ụlọ ọrụ mbupu ụgbọ mmiri na-aga n'ihu n'ihu inweta afọ kachasị baa uru kemgbe ọrịa a malitere. Data Blue Alpha Capital, nke John McCown na-edu, na-egosi na ego ụlọ ọrụ mbupu akpati nwetara n'ime nkeji nke atọ bụ ijeri $26.8, mmụba 164% site na ijeri $10.2 akọpụtara na nkeji nke abụọ.
Ma e jiri ya tụnyere nke atọ nke afọ gara aga, ego a na-enweta n'ime afọ a mụbara site na ijeri dọla iri abụọ na anọ, ma ọ bụ pasentị iri asatọ na isii, site na ijeri dọla abụọ na narị asatọ.
Site n'echiche nke atọ nke ọnwa atọ, ego ruru ijeri dọla iri abụọ na isii (26. billion) karịrị okpukpu abụọ nke ego ụlọ ọrụ mbupu akpa na-enweta kwa afọ n'afọ ọ bụla tupu ọrịa a.
Ego a na-enweta nke ukwuu na 204 bụ n'ihi nsogbu mbupu ụgbọ mmiri nke Oké Osimiri Uhie na oke azụmaahịa siri ike n'ụzọ azụmaahịa niile.
Ego a na-enweta n'ime nkeji atọ nke $26.8 ijeri karịrị okpukpu abụọ nke ego ụlọ ọrụ mbupu akpa na-enweta kwa afọ n'afọ ọ bụla tupu ọrịa a.

N'inyocha ụlọ ọrụ mbupu ndị e depụtara n'ụwa niile, ndị nyocha Linerlytica kwuru na oke EBIT nke ụlọ ọrụ itoolu kachasị ukwuu edepụtara amụbaala site na 16% na nkeji gara aga ruo 33%. Agbanyeghị, enwere nnukwu ọdịiche dị n'etiti ndị kacha mma na ndị kacha njọ, ebe Hapag-Lloyd na Maersk dị nnọọ n'azụ ndị ọgbọ ha. Oke oke EBIT nke ndị mmekọ abụọ ahụ na Gemini Alliance e guzobere ọhụrụ bụ 23%, ihe na-erughị ọkara nke oke 50.5% nke Evergreen.
N'akụkọ ụnyaahụ, Blue Alpha Capital kwuru, sị, "E nwere ihe ịrịba ama na nkeji nke atọ nke 24 bụ oke kachasị elu, mana e nwere ọtụtụ ihe na-akpali akpali n'oge na-adịbeghị anya." Ndị nyocha na Sea-Intelligence nwere otu echiche ahụ, na-ekwu na akụkọ ha na-eme kwa izu n'oge na-adịbeghị anya: "Anyị agafeela oke kachasị elu nke 2024 ugbu a, nke nsogbu Oké Osimiri Uhie kwadoro."
Ọ bụ ezie na ọtụtụ ihe ngosi ntụpọ adaala site na ọkwa kachasị elu n'oge na-adịbeghị anya, Blue Alpha Capital na-atụ anya na ego dị elu na nkeji nke anọ, a na-akwado usoro na ọdụ ụgbọ mmiri gburugburu ụwa.
Dịka ọmụmaatụ, ọdụ ụgbọ mmiri abụọ kachasị ukwuu na United States, ọdụ ụgbọ mmiri Los Angeles na Long Beach, setịpụrụ ndekọ ọhụrụ n'ọnwa Ọktoba.
Onyeisi Nchịkwa Ọdụ Ụgbọ Mmiri Los Angeles, Gene Seroka, kwuru sị, "Ọnụọgụ ibu siri ike ma na-adịgide adịgide ga-aga n'ihu n'ọnwa ndị na-abịa n'ihi ndị ahịa siri ike, afọ ọhụrụ ọnwa mbụ, nchegbu ndị na-ebubata ihe gbasara nsogbu ọrụ a na-edozibeghị na ụsọ oké osimiri ọwụwa anyanwụ, na ụtụ isi ọhụrụ nke nwere ike ịkwalite ọnụ ahịa njem n'afọ na-abịa."
otu akụkọ ọhụrụ, ụlọ ọrụ azụmaahịa Braemar kwuru, sị, "Ahịa dị ugbu a abụghị naanị ọchịchọ kamakwa usoro obere arụmọrụ na-eme ka ahịa ibu na ụgwọ ọrụ rụọ ọrụ."
Mwepụta nke Drewry Container Composite Index nke taa dara $28 ruo $3,412.8 kwa FEU, nke dị ala karịa 67% karịa ọnụ ọgụgụ kachasị elu nke ọrịa na-efe efe ikpeazụ nke $10,377 na Septemba 2021, mana ọ dị elu karịa nkezi $1,420 tupu ọrịa na-efe efe na 2019.