M\u1ed9t t\u00e1c \u0111\u1ed9ng lan t\u1ecfa t\u1eeb cu\u1ed9c chi\u1ebfn gi\u1eefa Israel v\u00e0 Hamas l\u00e0 c\u00e1c t\u00e0u th\u01b0\u01a1ng m\u1ea1i trong v\u00f9ng bi\u1ec3n qu\u1ed1c t\u1ebf \u1edf ph\u00eda nam Bi\u1ec3n \u0110\u1ecf \u0111\u00e3 b\u1ecb t\u1ea5n c\u00f4ng b\u01a1\u0309i m\u00e1y bay kh\u00f4ng ng\u01b0\u1eddi l\u00e1i v\u00e0 t\u00ean l\u1eeda b\u1eafn t\u1eeb Yemen c\u1ee7a Houthi.<\/p>\n
Sau c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng c\u1ee7a phi\u1ebfn qu\u00e2n Houthi nh\u1eafm v\u00e0o ho\u1ea1t \u0111\u1ed9ng v\u1eadn chuy\u1ec3n th\u01b0\u01a1ng m\u1ea1i \u1edf eo bi\u1ec3n Bab al-Mandab, t\u1ea5t c\u1ea3 c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i \u0111\u00e3 t\u1ea1m d\u1eebng c\u00e1c d\u1ecbch v\u1ee5 c\u1ee7a h\u1ecd qua Bi\u1ec3n \u0110\u1ecf v\u00e0 qua K\u00eanh \u0111\u00e0o Suez, chuy\u1ec3n h\u01b0\u1edbng h\u1ea7u h\u1ebft c\u00e1c t\u00e0u \u0111i vo\u0300ng qua M\u0169i H\u1ea3o V\u1ecdng cho \u0111\u1ebfn khi \u0111\u1ea3m b\u1ea3o c\u00f3 \u0111\u01b0\u1ee3c l\u1ed9 tr\u00ecnh an to\u00e0n.<\/p>\n
\u0110i\u00ea\u0300u na\u0300y c\u00f3 th\u1ec3 hi\u1ec3u \u0111\u01b0\u1ee3c, h\u00e3ng v\u1eadn t\u1ea3i Zim c\u1ee7a Israel \u0111\u00e3 nhanh ch\u00f3ng chuy\u1ec3n h\u01b0\u1edbng c\u00e1c t\u00e0u c\u1ee7a h\u1ecd t\u1eeb K\u00eanh \u0111\u00e0o Suez sang tuy\u1ebfn \u0111\u01b0\u1eddng v\u1eadn chuy\u1ec3n d\u00e0i h\u01a1n \u1edf M\u0169i H\u1ea3o V\u1ecdng<\/span><\/a>. Tuy nhi\u00ean, cu\u1ed9c t\u1ea5n c\u00f4ng b\u1eb1ng t\u00ean l\u1eeda v\u00e0o m\u1ed9t t\u00e0u thu\u1ed9c quy\u1ec1n s\u1edf h\u1eefu c\u1ee7a V\u01b0\u01a1ng qu\u1ed1c Anh v\u00e0 do Orient Oversea Container Line (OOCL) v\u1eadn h\u00e0nh v\u00e0o ng\u00e0y 3 th\u00e1ng 12 \u0111\u00e3 m\u1edf r\u1ed9ng m\u1ed1i \u0111e d\u1ecda \u0111\u1ed1i v\u1edbi t\u1ea5t c\u1ea3 c\u00e1c t\u00e0u \u0111i qua Bi\u1ec3n \u0110\u1ecf, ngay c\u1ea3 nh\u1eefng t\u00e0u kh\u00f4ng c\u00f3 li\u00ean quan \u0111\u1ebfn Israel. Nhi\u1ec1u h\u00e3ng v\u1eadn chuy\u1ec3n hi\u1ec7n \u0111ang chuy\u1ec3n h\u01b0\u1edbng c\u00e1c chuy\u1ebfn t\u00e0u.<\/p>\n Theo m\u1ed9t \u01b0\u1edbc t\u00ednh t\u1eeb Lynerlitica, t\u00ecnh tr\u1ea1ng gia t\u0103ng c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng t\u00e0u \u1edf Bi\u1ec3n \u0110\u1ecf, tuy\u1ebfn \u0111\u01b0\u1eddng n\u1ed1i ch\u00ednh v\u1edbi K\u00eanh \u0111\u00e0o Suez, c\u00f3 th\u1ec3 \u1ea3nh h\u01b0\u1edfng t\u1edbi 30% \u0111\u1ed9i t\u00e0u container <\/a>v\u00ec nhi\u1ec1u t\u00e0u h\u01a1n s\u1ebd c\u1ea7n ph\u1ea3i chuy\u1ec3n tuy\u1ebfn.<\/p>\n B\u00e1o c\u00e1o Tri\u1ec3n v\u1ecdng Th\u1ecb tr\u01b0\u1eddng V\u1eadn t\u1ea3i \u0110\u01b0\u1eddng bi\u1ec3n n\u0103m 2024 c\u1ee7a DHL<\/a> l\u01b0u \u00fd r\u1eb1ng vi\u1ec7c chuy\u1ec3n tuy\u1ebfn s\u1ebd l\u00e0m t\u0103ng \u0111\u00e1ng k\u1ec3 th\u1eddi gian v\u1eadn chuy\u1ec3n gi\u1eefa ch\u00e2u \u00c1 v\u00e0 ch\u00e2u \u00c2u th\u00eam 10 – 15 ng\u00e0y, c\u00f4ng su\u1ea5t h\u1ea5p th\u1ee5. M\u1eb7c d\u00f9 v\u1eabn c\u00f2n ph\u1ea3i xem xe\u0301t m\u1ed9t s\u1ed1 h\u00e3ng v\u1eadn t\u1ea3i s\u1ebd tri\u1ec3n khai th\u00eam tr\u1ecdng t\u1ea3i \u0111\u1ec3 b\u00f9 \u0111\u1eafp cho c\u00e1c chuy\u1ebfn \u0111i d\u00e0i h\u01a1n hay h\u1ecd s\u1ebd h\u1ee7y b\u1ecf m\u1ed9t s\u1ed1 chuy\u1ebfn, nh\u01b0ng c\u00e1c d\u1ecbch v\u1ee5 \u0111\u1ebfn v\u00e0 r\u1eddi kh\u1ecfi Ch\u00e2u \u00c2u v\u00e0 Trung \u0110\u00f4ng, c\u0169ng nh\u01b0 \u0111\u1ebfn Ch\u00e2u Phi \u0111\u1ed1i v\u1edbi c\u00e1c c\u1ea3ng \u0110\u1ecba Trung H\u1ea3i \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng l\u00e0m \u0111i\u1ec3m trung chuy\u1ec3n \u0111\u00e3 b\u1ecb \u1ea3nh h\u01b0\u1edfng.<\/p>\n C\u00e1c chuy\u1ebfn ta\u0300u t\u1eeb ch\u00e2u \u00c1 \u0111\u1ebfn B\u1edd \u0110\u00f4ng ch\u00e2u M\u1ef9 c\u0169ng c\u00f3 th\u1ec3 b\u1ecb \u1ea3nh h\u01b0\u1edfng do c\u00e1c h\u00e3ng t\u00e0u b\u1eaft \u0111\u1ea7u chuy\u1ec3n h\u01b0\u1edbng \u0111\u1ec3 tr\u00e1nh t\u1eafc ngh\u1ebdn \u1edf K\u00eanh \u0111\u00e0o Panama do h\u1ea1n ch\u1ebf l\u01b0u l\u01b0\u1ee3ng t\u00e0u vi\u0300 m\u1ef1c n\u01b0\u1edbc th\u1ea5p.<\/p>\n B\u00e1o c\u00e1o c\u1ee7a DHL cho bi\u1ebft th\u00eam r\u1eb1ng t\u00ecnh h\u00ecnh n\u00e0y d\u1ef1 ki\u1ebfn s\u1ebd t\u00e1c \u0111\u1ed9ng lan t\u1ecfa \u0111\u1ebfn t\u1ea5t c\u1ea3 c\u00e1c tuy\u1ebfn v\u1eadn chuy\u1ec3n to\u00e0n c\u1ea7u trong Qu\u00fd 1 n\u0103m 2024, do c\u00f4ng su\u1ea5t \u0111\u01b0\u1ee3c tri\u1ec3n khai l\u1ea1i v\u00e0 c\u00f3 th\u1ec3 x\u1ea3y ra t\u00ecnh tr\u1ea1ng thi\u1ebfu thi\u1ebft b\u1ecb do ch\u1eadm tr\u1ec5.<\/p>\n \u00d4ng Michael Every, Chi\u1ebfn l\u01b0\u1ee3c gia To\u00e0n c\u1ea7u t\u1ea1i Rabobank gi\u1ea3i th\u00edch: \u201cN\u1ebfu 30% ho\u1ea1t \u0111\u1ed9ng v\u1eadn chuy\u1ec3n to\u00e0n c\u1ea7u ph\u1ea3i \u0111i qua Ch\u00e2u Phi thay v\u00ec K\u00eanh \u0111\u00e0o Suez thi\u0300 th\u1eddi gian giao h\u00e0ng s\u1ebd k\u00e9o d\u00e0i h\u00e0ng tu\u1ea7n v\u00e0 gi\u00e1 c\u1ea3 c\u1ee7a c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i \u0111\u01b0\u1eddng bi\u1ec3n s\u1ebd b\u1ecb \u1ea3nh h\u01b0\u1edfng\u201d.<\/p>\n Trong khi \u0111\u00f3, \u2018Chi\u1ebfn d\u1ecbch Ng\u01b0\u1eddi b\u1ea3o v\u1ec7 Th\u1ecbnh v\u01b0\u1ee3ng\u2019 c\u1ee7a l\u1ef1c l\u01b0\u1ee3ng b\u1ea3o v\u1ec7 h\u1ea3i qu\u00e2n do Hoa K\u1ef3 l\u00e3nh \u0111\u1ea1o \u0111\u00e3 \u0111\u01b0\u1ee3c th\u00e0nh l\u1eadp \u0111\u1ec3 \u0111\u1ed1i ph\u00f3 v\u1edbi c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng. Ngo\u00e0i Hoa K\u1ef3, c\u00e1c qu\u1ed1c gia tham gia bao g\u1ed3m Bahrain, Canada, Ph\u00e1p, \u00dd, H\u00e0 Lan, Na Uy, Seychelles, T\u00e2y Ban Nha v\u00e0 V\u01b0\u01a1ng qu\u1ed1c Anh.<\/p>\n \u0110\u1ed3ng th\u1eddi, tr\u00ean K\u00eanh \u0111\u00e0o Panama, m\u1ef1c n\u01b0\u1edbc th\u1ea5p do hi\u1ec7u \u1ee9ng El Nino ti\u1ebfp t\u1ee5c \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn ho\u1ea1t \u0111\u1ed9ng c\u1ee7a K\u00eanh \u0111\u00e0o n\u00e0y.<\/p>\n \u00d4ng Peter Sand, Tr\u01b0\u1edfng Ph\u00f2ng ph\u00e2n t\u00edch c\u1ee7a Xeneta, g\u1ecdi t\u00ecnh tr\u1ea1ng t\u1eafc ngh\u1ebdn t\u1ea1i n\u00fat th\u1eaft \u1edf K\u00eanh \u0111\u00e0o Panama l\u00e0 m\u1ed9t \u201cth\u1ea3m h\u1ecda ch\u00e1y ch\u1eadm\u201d, m\u1ed9t h\u00e3ng \u0111i\u1ec1u h\u00e0nh t\u00e0u \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 ph\u1ea3i tr\u1ea3 g\u1ea7n 4 tri\u1ec7u USD \u0111\u1ec3 chuy\u1ec3n tuy\u1ebf<\/a>n khi s\u1ed1 l\u01b0\u01a1\u0323ng t\u00e0u b\u1ecb tr\u00ec ho\u00e3n ng\u00e0y c\u00e0ng t\u0103ng.<\/p>\n S\u1ed1 l\u01b0\u1ee3ng t\u00e0u d\u1ef1 ki\u1ebfn \u0111\u01b0\u1ee3c ph\u00e9p \u0111i qua trong th\u00e1ng 2 \u0111\u00e3 gi\u1ea3m m\u1ed9t n\u1eeda t\u1eeb m\u1ee9c trung b\u00ecnh 36 \u0111\u00ea\u0301n 38 chuy\u1ebfn m\u1ed7i ng\u00e0y tr\u01b0\u1edbc \u0111\u00e2y, xu\u1ed1ng ch\u1ec9 c\u00f2n 18 chuy\u1ebfn.<\/p>\n 20 t\u00e0u container \u0111ang ch\u1edd \u0111i qua v\u00e0o cu\u1ed1i th\u00e1ng 11, theo c\u01a1 s\u1edf d\u1eef li\u1ec7u t\u00e0u bi\u1ec3n eeSea.<\/p>\n C\u01a1 quan Qu\u1ea3n l\u00fd K\u00eanh \u0111\u00e0o Panama c\u0169ng \u0111\u00e3 gi\u1ea3m m\u1ee9c m\u1edbn n\u01b0\u1edbc, c\u00f3 ngh\u0129a l\u00e0 c\u00e1c t\u00e0u s\u1ebd di chuy\u1ec3n v\u1edbi \u00edt h\u00e0ng h\u00f3a h\u01a1n. \u00d4ng Paul Snell, Gi\u00e1m \u0111\u1ed1c \u0111i\u1ec1u h\u00e0nh c\u1ee7a British American Shipping, c\u00f4ng ty v\u1eadn chuy\u1ec3n kho\u1ea3ng 20.000 \u0111\u1ebfn 40.000 container m\u1ed7i n\u0103m, tra\u0309 l\u01a1\u0300i pho\u0309ng v\u00e2\u0301n tr\u00ean Fortune<\/a>: \u201cCh\u00fang t\u00f4i ph\u1ea3i gi\u1ea3m c\u00f4ng su\u1ea5t, t\u0103ng s\u00f4\u0301 l\u01b0\u01a1\u0323ng chuy\u1ebfn, chi ph\u00ed cao h\u01a1n v\u00e0 chu\u1ed7i cung \u1ee9ng k\u00e9m hi\u1ec7u qu\u1ea3 h\u01a1n.\u201d<\/p>\n M\u1ed9t b\u00e0i x\u00e3 lu\u1eadn c\u1ee7a Fortune cho bi\u00ea\u0301t ngay c\u1ea3 khi \u0111\u1ee3t m\u01b0a quay tr\u1edf l\u1ea1i v\u00e0o m\u00f9a n\u00e0y, \u201ct\u00ecnh tr\u1ea1ng t\u1eafc ngh\u1ebdn giao th\u00f4ng v\u00e0 c\u00e1c h\u1ea1n ch\u1ebf m\u1ee9c m\u1edbn n\u01b0\u1edbc s\u1ebd k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2024\u201d.<\/p>\n Khi c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i chuy\u1ec3n h\u01b0\u1edbng t\u00e0u \u0111i vo\u0300ng qua m\u0169i H\u1ea3o V\u1ecdng, th\u1eddi gian v\u1eadn chuy\u1ec3n s\u1ebd l\u00e2u h\u01a1n v\u00e0 chi ph\u00ed s\u1ebd cao h\u01a1n. C\u00e1c h\u00e3ng v\u1eadn t\u1ea3i \u0111\u00e3 c\u00f4ng b\u1ed1 GRI v\u00e0 hi\u1ec7n \u0111ang \u00e1p d\u1ee5ng ph\u1ee5 ph\u00ed K\u00eanh \u0111\u00e0o Panama (PCC)<\/a>, khi\u1ebfn gi\u00e1 c\u01b0\u1edbc ng\u1eafn h\u1ea1n t\u0103ng.<\/p>\n V\u00ed d\u1ee5: h\u00e3ng v\u1eadn t\u1ea3i Hapag-Lloyd c\u1ee7a \u0110\u1ee9c s\u1ebd \u00e1p d\u1ee5ng m\u1ee9c ph\u00ed PCC tr\u1ecb gi\u00e1 130 USD (118 Euro) cho m\u1ed7i \u0111\u01a1n v\u1ecb t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 20 feet (TEU) v\u00e0o ng\u00e0y 1 th\u00e1ng 1, trong khi Cosco chu\u1ea9n b\u1ecb gi\u1edbi thi\u1ec7u c\u00e1i m\u00e0 h\u1ecd g\u1ecdi l\u00e0 Ph\u1ee5 ph\u00ed n\u01b0\u1edbc th\u1ea5p tr\u00ean K\u00eanh \u0111\u00e0o Panama (PLW) tri\u0323 gia\u0301 255 USD (231 Euro) m\u1ed7i TEU. M\u1ed9t s\u1ed1 h\u00e3ng v\u1eadn t\u1ea3i b\u1eaft \u0111\u1ea7u chuy\u1ec3n tuy\u1ebfn ho\u1ea1t \u0111\u1ed9ng th\u01b0\u01a1ng m\u1ea1i B\u1edd \u0110\u00f4ng Hoa K\u1ef3 t\u1eeb ch\u00e2u \u00c1 qua K\u00eanh \u0111\u00e0o Suez<\/a>, nh\u01b0ng cu\u1ed9c chi\u1ebfn \u1edf Trung \u0110\u00f4ng c\u0169ng khi\u1ebfn tuy\u1ebfn \u0111\u01b0\u1eddng thay th\u1ebf \u0111\u00f3 g\u1eb7p r\u1ee7i ro.<\/p>\n \u00d4ng Frank k\u1ebft lu\u1eadn: \u201cT\u00f9y thu\u1ed9c v\u00e0o chi\u1ebfn l\u01b0\u1ee3c h\u00e0ng t\u1ed3n kho v\u00e0 kh\u1ea3 n\u0103ng \u0111i\u1ec1u ch\u1ec9nh theo th\u1eddi gian v\u1eadn chuy\u1ec3n d\u00e0i h\u01a1n, c\u00e1c ng\u00e0nh c\u00f3 l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho th\u1ea5p h\u01a1n c\u00f3 th\u1ec3 g\u1eb7p kh\u00f3 kh\u0103n nhi\u1ec1u h\u01a1n nh\u1eefng ng\u00e0nh c\u00f3 m\u1ee9c h\u00e0ng t\u1ed3n kho cao h\u01a1n. Ch\u00fang t\u00f4i khuy\u00ean kh\u00e1ch h\u00e0ng n\u00ean qu\u1ea3n l\u00fd h\u00e0ng t\u1ed3n kho cu\u0309a mi\u0300nh, \u0111\u1ed3ng th\u1eddi xem x\u00e9t c\u00e1c l\u1ef1a ch\u1ecdn \u0111a ph\u01b0\u01a1ng th\u1ee9c nh\u01b0 v\u1eadn t\u1ea3i b\u1eb1ng \u0111\u01b0\u1eddng h\u00e0ng kh\u00f4ng v\u00e0 c\u00e1c ph\u01b0\u01a1ng th\u1ee9c chuy\u1ec3n ph\u00e1t nhanh nh\u01b0 \u0111\u01b0\u1eddng s\u1eaft Trung Qu\u1ed1c \u0111\u1ebfn Ch\u00e2u \u00c2u \u0111\u1ec3 duy tr\u00ec h\u00e0ng t\u1ed3n kho \u1edf m\u1ee9c ph\u00f9 h\u1ee3p\u201d.<\/p>\n"},{"acf_fc_layout":"outbound_box","cards":[{"type":"linked","linked_post":{"ID":47887,"post_author":"1387","post_date":"2023-11-15 10:00:05","post_date_gmt":"2023-11-15 02:00:05","post_content":" Geopolitics is not the only risk to ocean supply chains in the \u2018new normal\u2019. <\/p> The need for supply chain resilience is fueling the belief among retailers and manufacturers (including Chinese companies) that they must diversify risk by developing omni-sourcing strategies<\/a>.<\/p>\n However, risk comes in many shapes and sizes. While the ongoing conflicts in the Middle East and Ukraine, or U.S. tariffs on Chinese imports, are not disrupting supply chains in the same way the pandemic did, they do affect global trade flows to some extent. The idea that supply chain black swan events ended with the cessation of pandemic lockdowns has also been debunked.<\/p>\n Moreover, the increasing attractiveness of populism and protectionism is also adding complexity to the long-term view on what the future logistics landscape will look like.<\/p>\n “The general consensus for shippers is to take a cautious approach in the months to come,\u201d said Niki Frank, CEO, DHL Global Forwarding Asia Pacific. \u201cWhile capacity has returned to a healthy level, there is still a need to strike a balance with inventory and demand in the current economic state.\u201d<\/p>\n RELATED ARTICLES<\/strong><\/p> Setting geopolitical risks aside, it is more prudent to look at the current situation on the critical trans-Pacific route. Until recently, Panama Canal transit limitations due to El Nino-driven drought and low water levels in the region were not too disruptive as container traffic is viewed as a priority.<\/p>\n The situation, however, worsened in October, when the canal was at its driest. Given that each transit consumes a large amount of water, irrespective of ship size, this meant the Panama Canal Authority (ACP) was forced to limit transits and reduce draft size.<\/p>\n Liners transiting the Canal from Asia to the U.S. East and Gulf coast ports are sailing with less cargo, or offloading boxes and railing them across the isthmus for pick up on the Atlantic side. In addition, the number of Neopanamax transit reservation slots will be cut in half<\/a>, from 10 to five as of 1 January 2024.<\/p>\n El Nino\u2019s impact is also being felt elsewhere, such as the Amazon River where low water levels<\/a> have resulted in a lack of access to some ports, diverted traffic and low water surcharges. The El Nino draught is expected to last into 2024. This could see more vessels transiting the Suez Canal instead of the Panama Canal<\/a>, adding an extra 1,800 nautical miles on the Shanghai-New York lane.<\/p>\n Although this has some collateral benefit for carriers in a rates downcycle because it absorbs capacity, the Suez Canal is not cheap, and it is getting more expensive. The Suez Canal Authority (SCA) has announced that it will increase fees by 15 percent on northbound transits from 15 January 2024, putting more pressure on carrier bottom lines.<\/p>\n According to the Hong Kong Trade Development Council, current fees vary between US$400,000 and US$700,000 per transit depending on the size of the ship. This means carriers are looking at a cost increase<\/a> of US$60,000-US$105,000 per voyage.<\/p>\n Another emerging supply chain risk for trans-Pacific ocean supply chains is the possibility of more dockworker union action. While this year has finally seen the settlement of negotiations between port interests and unions on the U.S. West Coast, the focus of industrial action is now turning to the U.S. East and Gulf coasts.<\/p>\n The International Longshoremen\u2019s Association (ILA) \u2014 the union representing 45,000 East and Gulf Coast dockworkers \u2013 warned recently of the possibility of a coastwide strike in October 2024. Negotiations will likely drag on through 2024, with unions in a strong position<\/a>.<\/p>\nH\u1ea0N H\u00c1N \u1ede K\u00caNH PANAMA<\/strong><\/h2>\n
![](\"https:\/\/lot.dhl.com\/wp-content\/uploads\/2023\/11\/OFR-Nov-2023-1200x630-1.jpg\"\/)
<\/figure><\/a>Understanding the challenges on the trans-Pacific trade<\/h2>\n
Emission reduction in EU poses new challenge for shippers<\/h2>\n