NgoMashi 23, umkhumbi omkhulu wesitsha "uChangci" osebenza ngokuthumela okuhlala e-taiwan, lapho udlula eSuez Canal, kwasolwa ukuthi usuphambuke esiteshini futhi wagijima ngenxa yemimoya enamandla. Ngo-4: 30 ekuseni, isikhathi sendawo, ngesikhathi sendawo yeqembu lokutakula, iFreining "ende enikezela" okuvinjelwe i-Suez Canal iphinde yavuselela, futhi injini manje seyisebenze! Kubikwa ukuthi "i-Changci" iqonde kahle. Imithombo emibili yokuthumela yathi lapho iFuletha iphinde yaqala "indlela evamile." Kubikwa ukuthi iqembu lokutakula lisindise ngempumelelo i- "ende enikezela" eSuez Canal, kodwa isikhathi se-Suez Canal ukuze iqale ukuzula namanje akwaziwa.
Njengenye yeziteshi ezibaluleke kakhulu zokuthumela emhlabeni, i-blockage ye-Suez Canal ingeze izinkathazo ezintsha kumthamo womkhumbi womhlaba wonke oqinile. Akekho owayezocabanga ukuthi ukuhweba okugcwele emhlabeni wonke ezinsukwini zamuva kumisiwe emfuleni amamitha angama-200? Lapho nje lokhu kwenzeke lokhu, kwakudingeka sicabange ngezinkinga zokuphepha nezingezinhle zesiteshi samanje seSini-European Trade ukuhlinzeka nge- "Backup" eSuez Canal Transport.
1. Isigameko esithi "Umkhumbi" Isigameko "," amaphiko butterfly "anyakazisa umnotho wembulunga yonke
I-Lars Jensen, i-CEO ye-Danish "Maritin Intelligence" Consulting Company, yathi ngemikhumbi emibi emikhulu edlula yonke idlula eSuez Canal nsuku zonke, futhi ngolunye usuku lokuvinjelwa lusho ukuthi iziqukathi ezingama-55,000 zibambezelekile ekulethweni. Ngokusho kwezibalo ezivela kuhlu lukaLloyd, izindleko zehora zokuvikelwa kwe-Suez Canal zicishe zibe ngama- US $ 400 wezigidi. Umshuwalense waseJalimane omkhulu ulinganisela ukuthi i-blockage ye-Suez Canal ingabiza ukuhwebelana komhlaba phakathi kwama-US $ 6 billion kanye ne-US $ 10 billion ngeviki.
I-JPMorgan Chase Strategist Marko Kolanovic wabhala embikweni ngoLwesine: "Noma sikholwa futhi sethemba ukuthi lesi simo sizosombululwa kungekudala, kusenezingozi ezithile. Ezimweni ezimbi kakhulu, umsele uzovinjwa isikhathi eside. Lokhu kungaholela ekuphazamisweni okunzima ekuhwebeni komhlaba wonke, amanani okuhambisa akhuphukayo, abuye akhuphuke ngezimpahla zamandla, futhi akhuphuke ukwehla kwamandla emali emhlabeni jikelele. " Ngasikhathi sinye, ukubambezeleka kokuthumela kuzokwenza futhi inani elikhulu lezimangalo zomshuwalense, ezizofaka ingcindezi ezikhungweni zezezimali ezibandakanyeke kumshuwalense wasolwandle, noma zizovuselela ukufuya kanye nezinye izinkambu zinesiphithiphithi.
Ngenxa yokuncika kwezinga eliphakeme kwi-Suez Canal Shipping Channel, imakethe yaseYurophu iye yakuzwa ngokusobala ukuphazamiseka okubangelwa izinto ezivinjelwe, kanye nezimboni zokuthengisa kanye nezokwakha kuzobe "akukho ilayisi ebhodweni." Ngokusho kwe-China's Xinhua News Agency ejensi, i-Ikea Orthery Realer yasekhaya, i-Ikea of Sweden, ukuqinisekisile ukuthi cishe iziqukathi eziyi-110 zenkampani zathwalwa ku- "changci". I-British Electrical Realer Dixons Inkampani yeselula ne-Dutch Brocker Brocker Company Inkampani ye-Retailer Brocker Inkampani nayo ikuqinisekisile ukuthi ukulethwa kwezimpahla kubambezelekile ngenxa yokuvinjelwa komsele.
Okufanayo kuya kokwenza. Isilinganiso se-International rating Agency sihlaziye ukuthi ngenxa yokuthi imboni yezokukhiqiza yaseYurophu, ikakhulukazi abahlinzeki bezitolo, ibilokhu iphishekela "ekuphathweni kokusungula okungu-AUTO, ukukhulisa imali enkulu yokusebenza futhi ngeke igcinele imali enkulu yezinto zokusetshenziswa. Kulokhu, uma ukungena ngemvume kuvinjiwe, ukukhiqizwa kungaphazamiseka.
Ukuvinjelwa kuyaphazamisa ukugeleza kwe-LNG emhlabeni jikelele. "Imbumbulu yemakethe" yase-US yathi yintengo yentengo yemvelo ye-liquefied i-wemvelo ikhuphuke ngokulinganisela ngenxa yokuxinana. I-8% yegesi yemvelo esogwini lomhlaba ihanjiswa eSuez Canal. I-Qatar, umhlinzeki wegesi wemvelo omkhulu wezwe emhlabeni, ngokuyisisekelo unemikhiqizo yegesi yemvelo ehanjiswa eYurophu ngomsele. Uma ukuzulazula kubambezelekile, cishe amathani ayizigidi eziyi-1 wegesi yemvelo aphuze eYurophu.
Ngaphezu kwalokho, abanye ababambiqhaza bemakethe bakhathazeka ngokuthi amanani entengo yamafutha angaphandle kwamazwe aphesheya nezinye izinto ezokwenza ngokushesha ngenxa yokuvinjelwa kwe-suez canal. Ezinsukwini zakamuva, amanani entengo kawoyela aphesheya akhuphuke kakhulu. Amanani entengo yesikhathi esijabulisayo ye-oyela e-Crude elethwe ngoMeyi eNew York Mercantile Exchange kanye naseLondon Brent uwoyela ikusasa elithunyelwe kungenzeka ukuthi lidlule ngo- $ 60 nge-barrel ngayinye. Kodwa-ke, abangena ngaphakathi emkhakheni bathi imakethe ikhathazekile ukuthi imizwa ye-supply chain iye yaqina, okudale ukuthi amanani entengo kawoyela akhuphuke. Kodwa-ke, ekuphenduleni umjikelezo omusha wobhubhane, izinyathelo zokuvimbela nokulawula nezindlela zokulawula kuzosaqhubeka nokunqanda uwoyela ongahluziwe. Ngaphezu kwalokho, iziteshi zokuhamba zamazwe akhiqiza uwoyela njenge-United States awazange athinteke. Ngenxa yalokhu, isikhala esiphezulu samanani entengo kawoyela aphesheya asilinganiselwe.
2. Khulisa inkinga yokuthi "isitsha kunzima ukuthola"
Kusukela engxenyeni yesibili yonyaka owedlule, isidingo sokuthumela emhlabeni wonke sikhule kakhulu, futhi amachweba amaningi ahlangabezane nezinkinga ezinjengobunzima ekutholeni amanani entengo aphezulu olwandle. Ababambiqhaza bemakethe bakholelwa ukuthi uma i-blockage ye-Suez Canal iyaqhubeka, inani elikhulu lemikhumbi yemikhumbi engenayo ngeke likwazi ukujika, elizokwandisa izindleko zokuhweba komhlaba wonke futhi kubangele ukusabela kwe-chain.
Ngokwemininingwane ekhishwe yi-General Administration of China ezinsukwini ezimbalwa ezedlule, ukuthunyelwa kwamanye amazwe eChina ezinyangeni ezimbili zokuqala zalo nyaka kuphinde kwanda kakhulu ngo-50%. Njengendlela yokuhamba ebaluleke kunazo zonke ekuphathweni kwamanye amazwe, ngaphezu kwe-90% yokungenisa impahla nokuthumela izimpahla kuqedwa olwandle. Ngakho-ke, ukuthekelisa kufinyelele "isiqalo esihle", okusho isidingo esikhulu samandla okuhambisa.
Ngokusho kwe-Russian News Agency ecashile ecashile izindaba zeBloomberg, intengo yesitsha esingu-40 esivela eChina iye e-Europe iye kumadola angama-8,000 aseMelika (cishe ama-RMB 52,328) ngenxa yeFulentle Evered.
Ukwakhiwa kwaSampmax kubikezela ukuthi ukukhuphuka kwamanje kumanani entengo ye-Suez Canal ikakhulukazi ngenxa yokulindelwa kwemakethe kwezindleko zokuhamba ezikhuphukayo kanye nokulindelwa kwe-inflation. Ukuvinjelwa kwe-Suez Canal kuzothuthukisa kakhulu ingcindezi yokuhlinzekwa kweziqukathi eziqinile. Ngenxa yokuhlinzwa esifungweni somhlaba wonke semikhumbi yemikhumbi ethwala imikhumbi ethwala iziqukathi, ngisho nabathwali abaningi baqale ukuwa kwesidingo. Nge-Global Supply Chain Ukubuyiselwa Kwe-Bottlenecks, lokhu kungachazwa ngokuthi "ukwengeza uphethiloli emlilweni." Ngaphezu kweziqukathi eziphethe inani elikhulu lezimpahla zabathengi 'zinamathele "eSuez Canal, iziqukathi eziningi ezingenalutho zaphinde zavinjwa lapho. Lapho i-Global Supply Chain inesidingo esiphuthumayo sokululama, iziqukathi eziningi ziboshwe emachwebeni e-European naseMelika, ezingakhulisa ukushoda kweziqukathi futhi ngasikhathi sinye zilethe izinselelo ezinkulu zokuhambisa umthamo.
3. Izincomo zethu
Njengamanje, indlela yokwakhiwa kweSampmax ukubhekana necala lokuthola kanzima ukuncoma amakhasimende ukuthi athenge okuningi, futhi akhethe ukuthuthwa kwezimpahla ezingama-40 noma ukunciphisa kakhulu noma le ndlela edinga amakhasimende ukusheya okwengeziwe.