Qhov tseeb Shanghai quarantines ntxiv siab ntxiv rau cov saw hlau thoob ntiaj teb

Cov kev ntsuas cais tawm ntau tau ua rau lub asthiv dhau los hauv Shanghai, suav nrog kev kaw txoj kev loj, cuam tshuam loj rau cov tsheb thauj khoom thauj khoom khi rau lub nroog qhov chaw nres nkoj, raws li lub tuam txhab logistics Orient Star Group.

"Cov tsheb thauj khoom thauj khoom thiab ntim khoom tsis tuaj yeem nkag mus rau Shanghai davhlau ya nyob twg," said lub tuam txhab, uas kuj pab txhawb rau CNBC's Supply Chain Heat Map. Daim ntawv qhia tshav kub yog cov ntaub ntawv tshiab uas CNBC tau tsim nrog 13 ntawm lub ntiaj teb sab saum toj maritime thiab logistics cov ntaub ntawv muab kev pabcuam los muab cov neeg ua lag luam pom zoo rau cov khoom muag hauv lub sijhawm.

"Ntau tus neeg siv khoom tsis muaj kev xaiv tab sis hloov chaw thauj khoom mus rau Ningbo lossis lwm qhov chaw nres nkoj me me raws tus dej Yangtze."

Chaw nres nkoj ntawm Ningbo, uas tau dhau los ua qhov chaw nres nkoj lwm qhov chaw, tam sim no qhia txog kev nce ntxiv txij li thaum Covidien Cov xwm txheej tau tshwm sim hauv qee lub nroog Shanghai.

"Kev tsim khoom thiab kev tsim khoom tau pib rov pib dua hauv Shanghai, tab sis ib zaug muaj kev cais tawm, kev thauj mus los thiab kev xa dej tau cuam tshuam rau qee qhov," Orient Star Group tau hais.

DHL Global Forwarding qhia CNBC nrhiav cov tsheb thauj khoom hauv thiab tawm ntawm thaj chaw Shanghai tseem tab tom muaj kev sib tw.

Thaum lub sijhawm kaw, qhov kev poob qis hauv kev thauj mus los ua rau cov khoom tsis txaus rau cov tuam txhab xws li Volkswagen thiab Tesla. Ua ntej qhov kev txwv zaum kawg, cov neeg tsav tsheb tseem yuav tsum tau muab lub teb chaws lees paub 48-teev tsis zoo Covid qhov kev sim thiab daim ntawv tso cai tsheb, hais tias Akil Nair, Seko Logistics 'tus lwm thawj coj ntawm kev tswj hwm thoob ntiaj teb thiab dej hiav txwv zoo rau Asia-Pacific. Hauv kev xyaum, nws tau hais tias ntau lub tseemfwv hauv nroog kuj tau thov kom rov kuaj dua hauv zos thiab ntawm txoj kev loj.

Nws tau hais tias "Qee tus neeg tsav tsheb tau ceev faj txog kev xa mus rau Shanghai thiab lub peev xwm tseem tsis tau rov qab los rau qhov ntim ua ntej kaw," nws hais.

Qhov kev txwv tsis pub tshaj tawm zaum kawg tuaj ntawm lub sijhawm thaum lub peev xwm thauj khoom rov qab los txog li 80%.

Orient Star Group tseem tab tom pom kev thauj khoom hauv West Coast, uas tau poob qis. Qhov no yog qhov taw qhia rau pem hauv ntej ntawm lub thawv uptick ntau tus kws tshaj lij logistics tau kwv yees. Cov thawv ntim khoom khi rau East Coast tseem muaj zog thiab ruaj khov.

Cov neeg nyob hauv 15 ntawm Shanghai 16 cheeb tsam nyob rau lub asthiv no tau raug xaj kom kuaj xyuas qhov sib txawv ntawm omicron nrawm. Tsib cheeb tsam txwv tsis pub cov neeg nyob hauv lawv lub tsev.

Cov cheeb tsam suav nrog Pudong, nyob hauv Teslalub gigafactory, Merck, Covestro, L'Oreal, Thermo Fisher, SC Johnson, Siemens, Bosch, SAIC-GM thiab Advanced Micro-Fabrication Equipment; thiab cov chaw tsim tshuaj tshwj xeeb ntawm Xuhui. Kua, Sony, Thiab Volkswagen txhua tus tau hais tias Shanghai qhov "zero Covid" txwv tau cuam tshuam cov khoom siv uas xav tau los ua lawv cov khoom. 

Hauv cheeb tsam ntawm Jing'an yog lub tsev rau ntau cov khoom siv hluav taws xob thiab cov khoom siv hluav taws xob.

Kev nce hauv West Coast cargo tuaj txog lub sijhawm thaum cov chaw nres nkoj nyob rau sab hnub poob tau maj mam ua cov thawv ntim khoom vim tsis muaj kev xaiv tsheb ciav hlau thiab cov tsheb thauj khoom siv los ua cov chaw khaws khoom ua haujlwm.

Congestion ntawm cov chaw nres nkoj ntawm Los Angeles thiab Long Beach, California, tau cuam tshuam rau Chaw nres nkoj ntawm Oakland, California, uas tau hla dhau los ntawm cov neeg nqa dej hiav txwv uas tab tom nrhiav kom tsim sijhawm raws li lawv lub sijhawm. Qhov no muaj kev cuam tshuam rau tus nqi ntawm US export thawv tawm ntawm qhov chaw nres nkoj. Cov thawj coj saib xyuas kev lag luam tseem tab tom sim rov ua qee yam kev tswj hwm los ntawm kev txav ntau lub ntim rau East Coast thiab Gulf Coast. Tam sim no cov chaw nres nkoj tau raug kaw, ib yam nkaus.

"Kev ntsuas ntsuas ntawm cov nkoj thauj khoom tos sab nraud tam sim no yog qhov phem dua nyob rau sab hnub tuaj thiab Gulf ntug dej hiav txwv dua li nyob rau sab hnub poob, qhov kev hloov pauv loj piv rau thaum pib xyoo 2022," said Mirko Woitzik, tus thawj coj ntawm kev txawj ntse daws teeb meem ntawm Everstream Analytics. .

Txhawm rau khaws cov ntim ntim loj zuj zus, Chaw nres nkoj ntawm Houston nyuam qhuav tshaj tawm lub rooj vag teev rau hnub Saturday rau tag nrho lub xyoo. Warehouses ntawm Chaw nres nkoj Savannah, Georgia, yog 99% tag nrho thiab tab tom siv lawv cov thawv pop-up cia ntau kom tso cov av muaj peev xwm.

Brian Bourke, tus thawj coj loj hlob ntawm Project2022 tau hais tias "44 tab tom qhia peb tias East Coast ports tsuas yog muaj kev cuam tshuam rau kev sib tsoo,"

Lub lim tiam dhau los, ib lub koom haum ntawm cov chaw nres nkoj hauv lub teb chaws Yelemees tau ua raws li nws "kev ceeb toom tawm tsam" uas cuam tshuam ib qho kev hloov pauv yav tav su ntawm cov chaw nres nkoj ntawm Emden, Bremen, Bremerhaven thiab Wilhelmshaven.

Kev sib tham txuas ntxiv ntawm lub union ver.di, uas sawv cev txog 70% ntawm cov neeg ua haujlwm hauv chaw nres nkoj, thiab Central Association ntawm German Seaport Tuam Txhab.

Lub kaw lus twb dhau los ua rau muaj kev nyuaj siab thiab ib qho kev poob ntawm cov neeg ua haujlwm tsuas yog ntxiv rau qhov kev sib tsoo, Andreas Braun, tus thawj coj khoom lag luam dej hiav txwv EMEA ntawm Crane Worldwide Logistics hais.

"Cov neeg ua haujlwm pub zaub mov pom txog li tsib hnub ntawm kev ncua sijhawm tos rau lub nkoj thauj khoom, thiab ncig mus ncig ntawm Rotterdam - Dublin - Rotterdam tau nce los ntawm rau rau cuaj hnub. Ntau lub nkoj yuav tsum tau txhaj tshuaj los ntawm cov neeg ua haujlwm pub noj kom ua raws li lub sijhawm ua haujlwm tau zoo, "Braun tau hais. Rotterdam yog nyob rau hauv Netherlands.

Chaw nres nkoj ntawm Hamburg hauv lub teb chaws Yelemees, Tebchaws Europe qhov chaw nres nkoj loj thib peb thiab qhov chaw nres tsheb loj tshaj plaws, yog qhov tseem ceeb rau kev tsheb. BMW, Rolls Royce, Volkswagen, Michelin thiab Ford export cov khoom xws li los ntawm tag nrho cov tsheb sib dhos mus rau qhov chaw thiab lithium roj teeb. Lwm cov exporters loj xws li Ikea, BASF, Siemens thiab Bayer.

CNBC Supply Chain Thaum tshav kub kub Map cov chaw muab kev pabcuam yog cov kev txawj ntse txawj ntse thiab cov tuam txhab ntsuas kev kwv yees Everstream Analytics; thoob ntiaj teb freight booking platform Freightos, tus tsim ntawm Freightos Baltic Dry Index; logistics chaw muab kev pab OL USA; muab saw hlau txawj ntse platform FreightWaves; muab saw platform Blume Ntiaj teb no; Thib peb-tog logistics muab Orient Star Group; marine analytics ruaj MarineTraffic; maritime visibility data tuam txhab Project44; maritime thauj cov ntaub ntawv tuam txhab MDS Transmodal UK; dej hiav txwv thiab huab cua freight benchmarking analytics ruaj Xeneta; ua tus muab kev tshawb fawb thiab tsom xam Sea-Intelligence ApS; Crane thoob ntiaj teb Logistics; thiab huab cua, DHL Thoob Ntiaj Teb Forwarding, thiab freight logistics muab Seko Logistics.

- CNBC's Gabriel Cortes tau pab txhawb rau kab lus no.