Inkomba ye-BDI yehle yaya phansi ezinyangeni ezingama-20 ezedlule, idonswa ukwehla okukhulu kwamazinga emikhumbi ye-Capesize, imakethe yenqwaba eyomile engxenyeni yesine elandelayo ingase ibe isizini ebuthakathaka.

I-Baltic Dry Index (BDI) yehle ngamaphuzu angama-41 yaya ku-1,279 ngo-Agasti 19, yehle ngo-3.1% ngosuku, yafinyelela izinga layo eliphansi kakhulu kusukela ngoDisemba 2020. Emasontweni edlule, ngenxa yokubukeka kwensimbi yaseChina, kuhlanganiswe nomthelela wesimo sezulu esishisayo ummbila waseFrance. isivuno, umthamo oweqile kunzima ukugayeka, ukukhushulwa kwephalethi yamalahle akwanele, nezinye izimpahla zidinga ubuthakathaka, inkomba ye-BDI yaphela Aug. 16 izinsuku ezine zokuhweba ezilandelanayo phansi, naphezu kokululama kancane ngosuku lwango-Agasti 17, kodwa yawa futhi ngemva kwezinsuku ezimbili. .

Phakathi kwazo, imakethe yemikhumbi yaseCapesize ithintwa umsebenzi ophansi wemizila yezimayini ezikude, isidingo sokuthutha sisaqhubeka sidangele, futhi intengo yabashaja iyabonakala, okukhuthaza ukucindezela kwenani lempahla yemikhumbi yaseCapesize ethutha insimbi yensimbi.

I-Baltic Capesize bulk carrier Index yehle ngamaphuzu angama-216 kuya ku-867 ngo-Agasti 18, yehla ngaphansi kwe-1,000 okokuqala ngqa kusukela ngasekupheleni kukaJanuwari, noma amaphesenti angama-20 ngosuku;Kwehle amanye amaphuzu angu-111, noma u-12.8%, kuya ku-756 ngo-August 19. Ukwehla kwamasonto onke ngo-42.5% bekukukhulu ezinyangeni eziyisishiyagalombili, kanti imali etholwa yiCapesize yansuku zonke yehle ngo-$921 yaya ku-$6,267, ngaphansi kwezindleko ze-$15,000.

Emakethe yePanamax kanye ne-ultramax, nakuba isidingo samalahle esivela e-Indonesia siya e-China sikhuphuke kancane, ukwanda kokungeniswa kwamalahle kuhlala kunqunyelwe ngenxa yokuhlinzekwa okuzinzile kwasekhaya e-China;Imizila yokusanhlamvu, nakuba kunemibuzo ethe xaxa, isavivinya futhi imakethe yasePacific isalokhu icindezelekile, okuholela ezintengo ezixubile zePanamax nemikhumbi ye-ultra-lightweight ethwala kakhulu amalahle nokusanhlamvu.

I-Baltic Panamax Bulk Carrier Index (BPI) yehle ngamaphuzu angama-61, noma u-3.5%, yaya ku-1,688 ngo-Agasti 19, okuphokophele ekwehleni kwamasonto onke ngo-11.5%, kakhulu ngenyanga, njengoba imali etholwa nsuku zonke yehle ngama- $550 yaya ku-15,188.I-Baltic BSI ikhuphuke ngamaphuzu angama-37 yafinyelela ku-1,735, yakhuphukela iseshini yesithupha eqondile futhi yamaka isonto layo elihle kakhulu ezinyangeni ezinhlanu.

Kusukela ngoMeyi kulo nyaka, inkomba ye-BDI ibilokhu iwa yonke indlela.Abanye abanikazi bemikhumbi baveza ukuthi lokhu kuthinteka kakhulu yisidingo sonke saseShayina, ikakhulukazi ukuncipha kokutshalwa kwezimali kwezindlu zaseChina okubangelwa ukusabalala kwezakhiwo ezingakaqedwa ukwakhiwa.Ngokuqondene nezinkinga zakamuva zikagesi eShayina, umthelela embonini yensimbi mncane, yizici ezingaqondile kuphela.

UGoldman Sachs ulinganisele ukuthi ukunikezwa kwensimbi engxenyeni yesibili yonyaka kungase kunikezwe amathani ayizigidi ezingu-67, ukubuyisela ukushoda engxenyeni yokuqala yonyaka, futhi yehlisa inani elihlosiwe lensimbi yensimbi ezinyangeni eziyisithupha ezizayo kuya ku-$85. kusuka ku-$110.

Njengoba ikota yesine ivamise ukuba isizini ephakeme kakhulu yokuthunyelwa kwensimbi, i-Yumin Shipping ilindele ukuthi isidingo semikhumbi ye-Capesize sibe ntekenteke ngesizini ephezulu, futhi irenti yansuku zonke ingase iqale ibuyele ezingeni lentengo.Ukulandelela kusazobonakala, kodwa kulinganiselwa ukuthi kuzoba nzima ukuphinda inani eliphakeme lerenti yansuku zonke ye-$ 60,000 kuya ku-$ 70,000 ngesizini ephezulu ngonyaka odlule.

Emakethe yemikhumbi emincane nephakathi nendawo, i-Huiyang Shipping ikholelwa ukuthi umthombo wemikhumbi emincane nemincane ihlukene ngokuqhathaniswa, futhi ukuthuthwa kwezinto ezisetshenziswa ngobuningi ikakhulukazi amalahle, okusanhlamvu, zonke izinhlobo zamaminerali nosimende.Ngisho noma kukhona ingcindezi eyehlayo, ukwehla akubonakali.Kodwa-ke, umphumela wenkathi ephezulu wemikhumbi emincane nephakathi nendawo engxenyeni yesithathu yalo nyaka awubonakali, ngenxa yomphumela oyingxenye wokushintshaniswa kwemikhumbi emikhulu, kanye nenani eliphelele lempahla emakethe nalo lincishisiwe, kodwa isengaphezulu kwezindleko.

Noma kunjalo, imakethe yenqwaba ayinazo izindaba ezinhle.Amazwe aseYurophu nawaseMelika aqale ukuyeka ukungenisa amalahle aseRussia ngo-Agasti futhi kumele angenise amalahle avela emazweni akude, esiza ukusekela isidingo sokuthwala inqwaba.

Ngaphezu kwalokho, ukuhlaziywa kwezimboni kusho ukuthi ngo-2023, imithetho emibili emisha yokuvikela imvelo izoqala ukusebenza emakethe kuze kufike ku-80% wemikhumbi, ikhuthaze ukusheshisa ukuqedwa komthamo wezokuthutha omdala, kuyilapho ama-oda aphethwe ngesandla esithwala inqwaba kade ekhona. okuphansi komlando, ama-oda amanje aphathwa ngesandla athatha kuphela u-6.57% wemikhumbi ekhona, kuyilapho ubudala bemikhumbi yamanje engaphezu kweminyaka engu-20 yezinkampani ezithwala inqwaba zenza cishe u-7.64%.Ngakho-ke, akunqunyelwe ukuthi igebe lokuhlinzeka ngenqwaba yenkampani yenethiwekhi lizoqhubeka nokukhula ngemuva konyaka ozayo.Kukholakala kabanzi embonini ukuthi unyaka ka-2023 usewunyaka onempilo wokwakhiwa kwezidingo kanye nezidingo zabathwali abaningi.