行业新闻
ATAFREIGHT |集运绕航结构下,运力仍处于紧平衡状态!
时间:2024-03-15|来源:www.uuch.com|
大家也都看到了也门胡塞武装持续袭击干扰过往曼德海峡的商船比大家上班还努力没断过,这造成了所有联盟集装箱船公司被迫避开红海及苏伊士运河改而选择绕行非洲的好望角这一运营结构的形成如最航运早早预期推演长期化。大家也都明白了这一改变不仅显著增加了航行距离,也导致了有效运力的减少和运费的显著上升然后高位波动。
Everyone has also seen that the Houthi armed forces in Yemen have continued to attack and interfere with merchant ships passing through the Bab el-Mandeb Strait. This has caused all alliance container shipping companies to avoid the Red Sea and the Suez Canal and choose to bypass Africa. The formation of this operational structure at the Cape of Good Hope is expected to be long-term as most shipping companies have expected. Everyone also understands that this change not only significantly increased the sailing distance, but also led to a reduction in effective transport capacity and a significant increase in freight rates, which then fluctuated at a high level.
集装箱船的租金也表现出了持续上升的趋势,这与传统中国春节后通常会见到的闲置运力增加形成鲜明对比。目前,不同尺寸级别的集装箱船只的闲置运力正在持续减少,这一现象明显反映出市场对运力的强烈需求仍然存在。与往年在此期间采取的主动减班策略不同,今年年后情况更大程度上由于红海危机绕航导致船舶短缺的被动减班,只是时间上恰好与年后的传统淡季相匹配。 Container ship charter rates have also shown a continued upward trend, in stark contrast to the increase in idle capacity typically seen after the traditional Chinese New Year. Currently, the idle capacity of container ships of different size classes is continuing to decrease, which clearly reflects the continued strong demand for capacity in the market. Different from the active reduction strategy adopted during this period in previous years, the situation after this year is to a greater extent passive reduction due to the shortage of ships due to the red sea crisis diversion, but the time coincides with the traditional off-season after the year. 随着红海危机持续进入第三个月,集装箱航运公司正努力应对港口拥堵和船只短缺问题,日本Ocean Network Express的首席执行官Jeremy Nixon表示,许多集运船公司面临着排船问题。“每个人都在努力保持航班的准时性,因此我们在许多港口遇到了泊位冲突。” 绕过好望角的路线改道,使得亚洲与北欧之间的每次航行增加了10天到两周的时间,并且极大地复杂化了服务世界某些地区的任务。Jeremy Nixon表示关键的“枢纽”港口也承受着额外的压力:“我们看到亚洲和地中海的枢纽港口的流量增加。” 他特别指出,新加坡、迪拜和直布罗陀海峡周围的港口流量激增。 As the Red Sea crisis continues into its third month, container lines are grappling with port congestion and ship shortages. Jeremy Nixon, chief executive of Japan's Ocean Network Express, said many container lines are facing scheduling problems. "Everyone is trying to keep flights on time, so we are experiencing berth conflicts at many ports." The rerouting around the Cape of Good Hope is adding 10 days to two weeks to each voyage between Asia and Northern Europe, and greatly complicates the task of serving certain parts of the world. Jeremy Nixon said key "hub" ports were also under additional pressure: "We are seeing increased traffic in hub ports in Asia and the Mediterranean." He singled out surges in Singapore, Dubai and ports around the Strait of Gibraltar. 此外,Jeremy Nixon淡化了关于集运业存在过剩运力问题的评论,“我并不认为集装箱航运行业存在严重的供应过剩问题。实际上,我们正在提前进行投资,以确保我们的舰队能够及时转向更加环保的解决方案。”这种策略不仅反映了ONE对于可持续发展的承诺,也展现了航运业在全球减排努力中的积极角色。通过提前布局,ONE旨在确保其船只能够符合未来的环保标准,同时也为行业树立了一个关于如何通过技术创新和绿色投资来应对未来挑战的典范。Jeremy Nixon补充说,在红海的改道期间,他的集装箱班轮船只短缺。通过好望角完成亚洲至北欧并返回的循环航线所需的102天时间意味着,为了维持每周一次的服务,航线需要部署16艘船舶,而不是平常的12艘。ONE的船只的航速提高了10%至15%,以尝试最小化延误。但他补充说,这并没有完全补偿。“全球简直没有足够的船只来应对这些大幅延长的过境时间。” In addition, Jeremy Nixon downplayed comments about the overcapacity problem in the container shipping industry, "I do not believe that the container shipping industry has a serious oversupply problem. In fact, we are investing ahead of time to ensure that our fleet can shift to a more environmentally friendly fleet in time." solution.” This strategy not only reflects ONE’s commitment to sustainable development, but also demonstrates the shipping industry’s active role in global efforts to reduce emissions. By planning ahead, ONE aims to ensure that its ships can comply with future environmental standards, while also setting an example for the industry on how to address future challenges through technological innovation and green investment. Jeremy Nixon added that he had a shortage of container liner vessels during the diversion in the Red Sea. The 102 days required to complete the loop from Asia to Northern Europe and back via the Cape of Good Hope means that in order to maintain a weekly service, the route will need to deploy 16 ships instead of the usual 12. ONE's ships have increased their speed by 10% to 15% to try to minimize delays. But that doesn't fully compensate, he added. “There simply are not enough ships around the world to cope with these significantly extended transit times.”
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