Labarai - Masana'antar jigilar kaya ta jiragen ruwa za ta sami mafi riba a shekararta tun bayan barkewar cutar Covid

Masana'antar jigilar kayayyaki ta jiragen ruwa tana kan hanyar samun mafi girman riba tun lokacin da annobar ta fara. Data Blue Alpha Capital, karkashin jagorancin John McCown, ya nuna cewa jimillar kudin shigar da masana'antar jigilar kayayyaki ta kwantena ta samu a kwata na uku ya kai dala biliyan 26.8, wanda ya karu da kashi 164% daga dala biliyan 10.2 da aka ruwaito a kwata na biyu.
Idan aka kwatanta da kwata na uku na bara, kudin shiga na wannan kwata ya karu da dala biliyan 24, ko kuma kashi 856%, daga dala biliyan 2.8.
Daga hangen kwata na uku, kudaden shiga na dala biliyan 26. ya ninka na shekarar da masana'antar jigilar kwantena ke samu a kowace shekara kafin barkewar cutar.
Ribar da aka samu mai ban mamaki a shekarar 204 ta faru ne saboda matsalar jigilar kaya ta Tekun Bahar Maliya da kuma karuwar ciniki a duk hanyoyin kasuwanci.
Kudaden shiga na kwata na uku na dala biliyan 26.8 ya ninka na shekarar da masana'antar jigilar kaya ta kwantena ta samu a kowace shekara kafin barkewar cutar.

Masu sharhi kan harkokin sufuri na Linerlytica, a cikin nazarin da suka yi kan kamfanonin jigilar kayayyaki na duniya, sun lura cewa ribar EBIT na manyan kamfanonin jigilar kayayyaki guda tara da aka lissafa ta karu daga 16% a kwata na baya zuwa 33%. Duk da haka, akwai babban gibi tsakanin mafi kyau da mafi muni, inda Hapag-Lloyd da Maersk suka yi nisa da takwarorinsu. Matsakaicin ribar EBIT da abokan hulɗa biyu a sabuwar ƙungiyar Gemini Alliance da aka kafa shine 23%, ƙasa da rabin ribar 50.5% na Evergreen.
A wani rahoto da aka fitar jiya, Blue Alpha Capital ta ce, "Akwai alamun cewa kwata na uku na 24 shine kololuwar, amma akwai masu haɓaka da yawa na baya-bayan nan." Masu sharhi a Sea-Intelligence suna da irin wannan ra'ayi, suna lura a cikin rahotonsu na mako-mako na baya-bayan nan: "Yanzu a bayyane muke mun wuce kololuwar 2024, wanda rikicin Tekun Bahar Maliya ya goyi baya."
Duk da cewa ma'aunin maki daban-daban sun faɗi daga mafi girman da aka samu kwanan nan, Blue Alpha Capital tana tsammanin samun riba mai yawa a kwata na huɗu, ana tabbatar da wani yanayi a tashoshin jiragen ruwa a duk faɗin duniya.
Misali, manyan tashoshin jiragen ruwa guda biyu a Amurka, wato tashoshin jiragen ruwa na Los Angeles da Long Beach, sun kafa sabbin tarihi a watan Oktoba.
Babban Daraktan Tashar Jiragen Ruwa ta Los Angeles, Gene Seroka, ya yi tsokaci, "Yawan kaya mai ƙarfi da dorewa zai iya ci gaba a cikin watanni masu zuwa saboda yawan masu amfani da kayayyaki, farkon sabuwar shekara ta wata, damuwar masu shigo da kaya game da matsalolin aiki da ba a warware su ba a gabar tekun gabas, da sabbin haraji waɗanda za su iya ƙara farashin sufuri a shekara mai zuwa."
wani rahoto da aka fitar kwanan nan, kamfanin dillalan kayayyaki Braemar ya lura, "Kasuwar da ake da ita a yanzu ba wai kawai ta hanyar buƙata ba ce, har ma da wasu ƙananan rashin inganci da ke sa kasuwannin jigilar kaya da haya ke aiki."
Fitowar yau ta Drewry Container Composite Index ta fadi da dala $28 zuwa dala $3,412.8 a kowace FEU, kasa da kashi 67% idan aka kwatanta da kololuwar annobar da ta gabata ta dala $10,377 a watan Satumba na 2021, amma ta fi kashi 40% sama da matsakaicin kafin annobar na dala $1,420 a shekarar 2019.