国际航运行业的好日子似乎要过去了!
这是一个预测帖子,
预计6-9月之内国际航运的价格大幅下降,
然后国际航运价格走势如箭头。
感性认识反映事物的现象,
理性认识反映事物的本质!
以下纯属个人主观预测,一笑而过!
1.首先第一个是国内的限电令,这个不做过多的分析!
2.美国的港口开启货物清理模式7*24小时,
内容来源于american-shipper,
详细来源如下:
https://www.freightwaves.com/news/lalb-ports-to-test-expanded-night-weekend-hours
因为内容比较长,我只选取其中一小部分,另外翻译的部分这次不想翻译了,因为对同一个东西的理解不同的翻译会有一定误差,这会影响每个人的判断。
LA/LB ports to test expanded night, weekend hours,Move toward 24/7 operation designed to increase truck throughput, reduce box congestion.
洛杉矶/洛杉矶港口将测试扩大夜间和周末工作时间,转向24/7运营,旨在增加卡车吞吐量,减少箱体拥堵。
“Given the magnitude of the cargo volumes we’re seeing, every segment of the supply chain needs to maximize their hours of operation,” Hacegaba explained. “The Port of Long Beach is taking the first step toward a 24/7 supply chain. … The objective of this pilot is to open the gates all night and serve as a catalyst for warehouses and trucking companies to move containers all night.”
“At least somebody is trying something. There are just too many other supply chain service providers saying they can’t do anything because not everything is ready to be changed,” said Peter Friedmann, executive director of the Agriculture Transportation Coalition. “The terminal operators say they can’t do anything because the warehouses don’t work 24 hours. And the warehouses say they can’t work 24 hours because the truckers won’t do it. But if everybody continues to say they can’t do anything unless others do things then nothing gets done.
The volume of containers, combined with COVID-related limits on dockworkers and insufficient truck, rail and storage capacity, have left facilities with huge logjams. Dwell time for containers at terminals is six days, the wait time for on-dock rail is nearly 12 days and it takes 8.5 days on average for containers on the street to find dock space at warehouses. The situation is so bad that 65 container vessels were stacked up along the coast Thursday waiting to berth and unload.
“That would be like saying, ‘Go to the airport, there may be a flight tonight. And come back tomorrow we might have flights going out in the middle of the day. We’ll let you know,” said Friedmann, a long-time critic of the traffic mitigation program. The AgTc has been vocal in urging federal action to stop ocean containers from denying equipment availability at inland locations and to stop terminals from charging late fees for container returns when the yards are jammed.
Container shipping volumes from Asia to the U.S. spiked 33% year-over-year through July and 26% compared to 2019, according to BIMCO and Container Traffic Statistics. The San Pedro Bay ports collectively handle more than 30% of all U.S. ocean imports and are the two largest domestic container ports.
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以上事情是我判断的原因,可能会有人说美国的工会啊,工人啊,政策啊,但是你要考虑另外一个因为美国经济的崩盘,限电令的影响,全球的经济牵一发而动全身!
“So at least somebody is starting here and that’s got to be applauded. It’s a lot easier to say you’re not going to try anything until everyone takes care of their situation than it is to actually try to implement something.”
这个翻译出来就是,
所以至少有人从这里开始,这值得鼓掌。在每个人都照顾好自己的情况之前,说你不会尝试任何事情比实际尝试实施要容易得多。
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至于背后的逻辑,用福尔摩斯柯南道尔的话做结束吧,虽然我不是逻辑学家。
一个逻辑学家不需要亲眼见到或听说过大西洋或尼加拉瀑布,他能从一滴水推测出它有可能存在,所以整个生活就是一条巨大的链条,只要见到其中的一环,整个链条的情况就可推想出来了...