Cov tuam txhab shipping thoob ntiaj teb tam sim no xav ya lawv cov khoom thiab

Cov tuam txhab thauj khoom hiav txwv tau ntxiv cov khoom thauj huab cua rau lawv cov lag luam thaum cov neeg xa khoom nrhiav "ib lub khw muag khoom" kom txav khoom thoob ntiaj teb.

Michel Pozas Lucic tau hais tias "Peb tab tom nrhiav pom ntau thiab ntau dua tias peb cov neeg siv khoom xav tau kev daws teeb meem kawg-rau-kawg," said Michel Pozas Lucic, Moller MaerskTus thawj coj thoob ntiaj teb ntawm huab cua thauj khoom, hauv kev hu xov tooj nrog CNBC.

"Lawv tab tom nrhiav rau lub khw ib-nres no uas tshem tawm tsis yog qhov nyuaj ntawm kev thauj mus los xwb, tab sis kuj ua rau nws muaj txiaj ntsig zoo, muaj txiaj ntsig thiab kev daws teeb meem," nws hais ntxiv.

Maersk, lub tuam txhab thauj khoom loj tshaj plaws hauv ntiaj teb, tau pib lub dav hlau thauj khoom hauv lub Plaub Hlis thiab tam sim no muaj lub nkoj ntawm 15 lub dav hlau, thaum cov neeg sib tw CMA CGM tau pib nws lub dav hlau faib xyoo tas los thiab yuav muaj 12 lub dav hlau ua haujlwm los ntawm 2026.

Cov khoom lag luam cuam tshuam tau tsim kom muaj kev xav tau ntawm cov khoom lag luam, Pozas Lucic tau hais.

"Rau feem ntau ntawm peb cov neeg siv khoom, huab cua yog ib feem ntawm qhov lawv xav tau, vim tias qhov ceev uas lawv xav tau rau lawv cov khoom tshwj xeeb, lossis vim muaj kev cuam tshuam ... peb paub tias nws yog ib qho tseem ceeb uas yuav tsum muaj huab cua ua ib feem ntawm qhov kev sib tw, "nws hais rau CNBC.

Kev thov rau huab cua thauj khoom yog siab dua ua ntej Covid-19 kis thoob qhov txhia chaw, raws li International Air Transport Association, nce 2.2% rau thawj ib nrab ntawm lub xyoo piv nrog 2019 qib.

Tus kab mob kis thoob qhov txhia chaw tau tsa qhov profile ntawm cov saw hlau, raws li Marc Zeck, tus kws tshuaj ntsuam ntawm lub tuam txhab tswj hwm nyiaj txiag Stifel. Zeck hais rau CNBC hauv xov tooj "Peb lub xyoos dhau los tau qhia ntau lub tuam txhab tias lawv cov kev faib khoom thauj khoom tsis yog ua haujlwm," Zeck hais rau CNBC hauv xov tooj.

“Tsis muaj leej twg mob siab txog cov saw hlau xa khoom ... ua ntej kev sib kis pib. Tam sim no, nws yog ib qho teeb meem lossis lub ntsiab lus rau cov thawj coj saib xyuas, "nws hais ntxiv.

“Thaum lub sijhawm muaj kev sib kis thoob qhov txhia chaw … [yog tias tuam txhab lag luam] xav tau xa qee yam khoom los ntawm dej hiav txwv, tom qab ntawd koj mus rau tus neeg nqa dej hiav txwv thiab sau ntawv thauj khoom… nws tuaj txog, thiab txoj haujlwm tiav. Tam sim no, qhov ntawd tsis yog li ntawd, "Zeck hais.

Suav factories kaw lawm hauv 2020. Ces, Kev thov rau cov khoom lag luam tau nce xyoo 2021 thaum kev kaw cia tau pib tshem tawm, ua rau muaj kev cuam tshuam loj ntawm cov khoom siv.

Qhov kev cuam tshuam ntawd txuas ntxiv xyoo no, nrog sailings tso tseg Tsis ntev los no vim muaj kev sib tsoo ntawm North American ports thiab tawm tsam ntawm European ports ua rau qeeb.

Lub dav hlau yog qhov kev yuav khoom zoo rau cov neeg xa khoom hiav txwv, raws li Michael Field, tus kws tshuaj ntsuam xyuas kev ncaj ncees ntawm Morningstar.

"Ntau lub tuam txhab thauj khoom hauv hiav txwv no tau poob nrog nyiaj ntsuab tam sim no, tau muaj ob peb xyoos, thiab lawv tab tom nrhiav txoj hauv kev los siv nws - thiab kev yuav khoom huab cua muaj peev xwm yog ib txoj hauv kev," nws hais. CNBC hauv xov tooj. Airlines, lub sijhawm no, muaj kev sib kis hnyav thiab xav tau nyiaj, Field ntxiv.

Maersk tau hais tias nws cia siab tias yuav muaj nyiaj ntsuab ntws dawb ntau tshaj $ 19 billion xyoo no nyob rau hauv nws cov kev taw qhia tshiab, thiab nws tau teem rau xa ntawm xya Boeing 767s (peb ntawm uas nws tab tom yuav, thiab plaub leasing) nyob ib ncig ntawm pib lub Kaum Ib Hlis. Lub dav hlau yuav ya Asia-US thiab Asia-Europe txoj kev. Maersk tseem yuav yuav ob lub Boeing 777s, teem rau xa hauv 2024, raws li lub tuam txhab tus cev lus hauv email rau CNBC. Maersk kuj tau yuav lub tuam txhab thauj khoom thauj khoom Senator International xyoo tas los.

CMA CGM, lub ntiaj teb no thib peb loj Tus neeg xa khoom hiav txwv, tau kos npe nrog Air France-KLM hauv lub Tsib Hlis los qhia qhov chaw thauj khoom, thiab hais tias nws yuav yuav 9% feem pua ​​​​ntawm cov dav hlau.

Tab sis tam sim no puas yog lub sijhawm zoo rau tus neeg xa khoom hiav txwv mus yuav cov dav hlau?

"Lub peev xwm huab cua tau ntxiv rau qhov twg los xij nyob rau lub sijhawm muaj kev sib kis. Tam sim no kev xav tau ntawm hiav txwv freight tau poob qis dua ob peb lub hlis dhau los, raws li peb tau pom. Yog li, lub siab tau tawm mus, yog li nws tsis yog lub sijhawm zoo tshaj plaws los mus yuav cov dav hlau tam sim no, "Field tau hais.

“Lawv puas tuaj yeem ua tau nyiaj nyob rau lub sijhawm ntev ntawm nws? Yog lawm. Puas yog lub tswv yim zoo ntawm kev muag khoom [rau cov neeg siv khoom]? Yog lawm, ”nws ntxiv.

Cov tuam txhab thauj khoom tseem tab tom npaj ua ntej, Field tau hais. "Cov neeg nqa khoom tau hais rau lawv, yog tias koj xav tau lub peev xwm, koj yuav tsum kaw koj tus kheej rau ib xyoos lossis ob xyoos nrog peb thiab lawv yuav lav qhov peev xwm ntawd ... Kuv xav tias peb yuav pom qhov txuas ntxiv mus," nws hais.

"Cov neeg siv khoom ... tab tom saib cov neeg xa khoom no ua cov neeg koom tes ntau dua li ib tus neeg koj nyuam qhuav hu thaum koj xav tau ib yam dab tsi. Qhov ntawd yuav tau txais txiaj ntsig zoo rau cov neeg xa khoom nyob rau lub sijhawm ntev ntawm lawv cov txheej txheem kev npaj tiag tiag, thiab tej zaum yuav ua kom paub tseeb tias qhov kev xav tau tsis txaus tsis tau tawm ntawm whack zoo li peb tau pom hauv kaum xyoo dhau los lossis yog li ntawd, "Field ntxiv .

- CNBC's Lori Ann LaRocco tau pab txhawb rau tsab ntawv ceeb toom no.