貿易緊縮,航運業皮繃緊

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擁有101艘貨櫃輪、運力全球第8位、韓國最大的航運企業 Hanjin()的破產,儘管在短期內讓運費上漲,但仍舊動搖不了這個鐵的事實:

因為全球貿易衰退導致之艙位比待運貨物多30%
(所以陽明和長榮別開心太早,低迷的運費還是無解的)

What the collapse of South Korea’s Hanjin Shipping Co. won’t likely do is solve the shipping industry’s biggest problem: 30% more space on ships than cargo to fill it amid a world-wide trading slump.

韓進破產,零售業頭大

再加上,Hanjin 的船裡,有61艘是租來的,所以一旦破產,這些船就再繼續為其他航商效力,貨櫃輪的供給量不會有顯著的改變。

而Hanjin的破產,初步最大的衝擊,應該是對美國和其他地區的零售業者的;他們,正等著假期銷售旺季的貨到港。然而,韓國、中國、美國、加拿大、西班牙以及其他地方的港口以及貨運處理業者,由於會擔心收不到錢,已經拒絕幫 Hanjin 理貨了。受影響的,目前有45艘還在海上的船,上頭總共有超過50萬個貨櫃。

The biggest initial hit could come to retailers in the U.S. and elsewhere waiting on goods for the holidays. Not knowing whether they would get paid, ports and handlers from South Korea to China, the U.S., Canada, Spain and elsewhere have refused to handle its cargo. That has stranded 45 ships at sea, according to the company, and more than half a million containers.

新聞來源;
Hanjin Shipping Bankruptcy Unlikely to Ease Glut of Vessels