Array
(
[derick] => Array
(
[China casts a pall over air cargo capacity] => China casts a pall over freight
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.] => 中国各机场新冠肺炎疫情爆发导致的航班取消将进一步影响2022年运营。
[[]] =>
[To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”] => 为了补偿原始设备制造商的长时间生产放缓，发货人通常有一个缓冲月份，而由于假期之前几周内货物从中国大量运出，航空货运需求急剧上涨。
然而，TAC指数显示，今年没有出现这样的急剧上涨。尽管之前运价高企，但1月中旬到欧洲和北美洲的平均运价实际上表现疲软。
分析师认为，这个下降属于反常现象，而一旦更多货物到达各枢纽，而且更多人员和服务恢复工作，运价将在1月底回升。1月晚些时候情况确实如此，至少从亚洲到欧洲的空运服务情况如此，当时运价有所回升。
然而，敦豪香港空运贸易领先指数（DTI）的最新结果在一定程度上体现了这次短暂的回升。尽管当地空运贸易商对春节相关订单的展望乐观得多，但该指数仍从2021年第四季度的49.0点降低到2022年第一季度的45.5点。
负责这项调查的香港生产力促进局（HKPC）首席数字官Edmond Lai称，全球新冠肺炎疫情复发，再加上高油价和运输网络中的持续供应链中断，导致2022年第一季度各项指数都小幅下跌，“这表明空运贸易商更加谨慎地看待今年的营商环境。”
随着2月初北京冬奥会的举行，中国不太可能在近期内放弃抗疫策略。Economist Impact智库全球化、贸易和金融实践主任John Ferguson表示，实际上，中国境内不太引人注目的短期封锁有可能威胁到“已经承压”的全球供应链全年的运营效率。
“中国的疫情清零策略非常关键，因为疫情进一步爆发会导致重要地区被进一步关闭和封锁，”他告诉美国消费者新闻与商业频道。
“考虑到即将举行的北京冬奥会，以及今年晚些时候将要发生的重要政治事件，中国不太可能在2022年内放弃抗疫策略。”
[As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] => 正如1月敦豪《航空货运市场最新消息》提到的那样，中国腹舱和货机运力的中断和损失发生在全球贸易的关键时期；在这个时期内，面对不断增长的需求，“货运能力不足仍然是一大障碍”。
与2019年12月相比，2021年12月的总预订运力减少了17％，这也是唯一有意义的比较。《航空货运市场最新消息》还提到，“相对于2020年的任何进步都是因为当年基数较低。”
未来几个月要注意的事项：尽可能提前长远地预测需求并将重点放在库存上。“由于奥密克戎病例的激增，更多航班取消和管制方式发生变化，各企业必须迅速采取行动提前布局，才能满足需求，同时保证库存和供应的良好管理，”敦豪全球货运空运部全球主管Thomas Mack说道。
“虽然货机运力预计会增长，但与强劲的需求相比仍显不足，因此2022年运价极有可能维持高位。”
[China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.] => 2022年初，中国严格的新冠肺炎疫情隔离和封锁政策给全球航空货运市场蒙上了一层不确定性的阴影。
由于北京为了保证2月初冬奥会的顺利举行，采取了严格措施阻止新冠病毒奥密克戎毒株的传播，整个1月份，全国港口、机场和货车运输业务受到严格的地方封锁。
中国有关当局在最后时刻取消航班增加了供应链的不确定性，影响了洲际腹舱运力，而且促使美国采取报复行动。
虽然由于人员流动和隔离规定的限制，很多机场都在尽力保持货物运转，但试行的隔离规定进一步限制了货机运行。
正如1月敦豪《航空货运市场最新消息》提到的那样，疫情对国泰航空公司在香港之外的货机运营造成了巨大影响。从1月初开始，成都、重庆、广州和上海机场的客运和货运能力分别降低了50％、50％、25％和48％。
敦豪全球货运亚太区首席执行官Kelvin Leung说道，敦豪正在对情况进行监测，而且与客户密切合作，针对受影响空运货物确定最佳行动方案。
“我们看到，由于新冠肺炎疫情，中国境内发生了间歇性、地区性的中断；发生这种情况时，我们就会想办法从我们的大量合作承运商那里寻找替代运力，”他说道。“我们还在跨太平洋航线上运行其他包机航班。由于香港国际机场采取了试行隔离措施，我们通过货车将香港的部分货物运到其他机场。”
本次疫情的爆发时间对于出口商而言特别不利。中国工人传统上的休假时间远长于春节假期，而今年春节假期在2月第一周。
[wysiwyg] => wysiwyg
[outbound_box] => outbound_box
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022. China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.
RELATED ARTICLESDHL Air Freight State of the Industry – January 2022Find out the latest developments of the global air freight market in this monthly analysis by DHL Global Forwarding.To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”
RELATED ARTICLESPort congestions set the tone for a volatile 2022Ports will remain a bottleneck in the supply chain, with capacity and reliability only likely to stabilize later in this year or next.As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] =>
[] =>
[china-impact-air-cargo-capacity] => china-impact-air-cargo-capacity
[202201-Airfreight-State-of-the-Industry-key-image] => 202201-Airfreight-State-of-the-Industry-key-image
[DHL Airfreight State of the Industry - January 2022] => DHL Airfreight State of the Industry - January 2022
[port-congestions-volatile-2022-key-image] => port-congestions-volatile-2022-key-image
[Port congestions set the tone for a volatile 2022] => Port congestions set the tone for a volatile 2022
[AFR-Jan-2022-single-column] => AFR-Jan-2022-single-column
[AFR-Jan-2022-key-image] => AFR-Jan-2022-key-image
)
[$value] => China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.
)
Array
(
[derick] => Array
(
[China casts a pall over air cargo capacity] => China casts a pall over freight
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.] => 中国各机场新冠肺炎疫情爆发导致的航班取消将进一步影响2022年运营。
[[]] =>
[To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”] => 为了补偿原始设备制造商的长时间生产放缓，发货人通常有一个缓冲月份，而由于假期之前几周内货物从中国大量运出，航空货运需求急剧上涨。
然而，TAC指数显示，今年没有出现这样的急剧上涨。尽管之前运价高企，但1月中旬到欧洲和北美洲的平均运价实际上表现疲软。
分析师认为，这个下降属于反常现象，而一旦更多货物到达各枢纽，而且更多人员和服务恢复工作，运价将在1月底回升。1月晚些时候情况确实如此，至少从亚洲到欧洲的空运服务情况如此，当时运价有所回升。
然而，敦豪香港空运贸易领先指数（DTI）的最新结果在一定程度上体现了这次短暂的回升。尽管当地空运贸易商对春节相关订单的展望乐观得多，但该指数仍从2021年第四季度的49.0点降低到2022年第一季度的45.5点。
负责这项调查的香港生产力促进局（HKPC）首席数字官Edmond Lai称，全球新冠肺炎疫情复发，再加上高油价和运输网络中的持续供应链中断，导致2022年第一季度各项指数都小幅下跌，“这表明空运贸易商更加谨慎地看待今年的营商环境。”
随着2月初北京冬奥会的举行，中国不太可能在近期内放弃抗疫策略。Economist Impact智库全球化、贸易和金融实践主任John Ferguson表示，实际上，中国境内不太引人注目的短期封锁有可能威胁到“已经承压”的全球供应链全年的运营效率。
“中国的疫情清零策略非常关键，因为疫情进一步爆发会导致重要地区被进一步关闭和封锁，”他告诉美国消费者新闻与商业频道。
“考虑到即将举行的北京冬奥会，以及今年晚些时候将要发生的重要政治事件，中国不太可能在2022年内放弃抗疫策略。”
[As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] => 正如1月敦豪《航空货运市场最新消息》提到的那样，中国腹舱和货机运力的中断和损失发生在全球贸易的关键时期；在这个时期内，面对不断增长的需求，“货运能力不足仍然是一大障碍”。
与2019年12月相比，2021年12月的总预订运力减少了17％，这也是唯一有意义的比较。《航空货运市场最新消息》还提到，“相对于2020年的任何进步都是因为当年基数较低。”
未来几个月要注意的事项：尽可能提前长远地预测需求并将重点放在库存上。“由于奥密克戎病例的激增，更多航班取消和管制方式发生变化，各企业必须迅速采取行动提前布局，才能满足需求，同时保证库存和供应的良好管理，”敦豪全球货运空运部全球主管Thomas Mack说道。
“虽然货机运力预计会增长，但与强劲的需求相比仍显不足，因此2022年运价极有可能维持高位。”
[China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.] => 2022年初，中国严格的新冠肺炎疫情隔离和封锁政策给全球航空货运市场蒙上了一层不确定性的阴影。
由于北京为了保证2月初冬奥会的顺利举行，采取了严格措施阻止新冠病毒奥密克戎毒株的传播，整个1月份，全国港口、机场和货车运输业务受到严格的地方封锁。
中国有关当局在最后时刻取消航班增加了供应链的不确定性，影响了洲际腹舱运力，而且促使美国采取报复行动。
虽然由于人员流动和隔离规定的限制，很多机场都在尽力保持货物运转，但试行的隔离规定进一步限制了货机运行。
正如1月敦豪《航空货运市场最新消息》提到的那样，疫情对国泰航空公司在香港之外的货机运营造成了巨大影响。从1月初开始，成都、重庆、广州和上海机场的客运和货运能力分别降低了50％、50％、25％和48％。
敦豪全球货运亚太区首席执行官Kelvin Leung说道，敦豪正在对情况进行监测，而且与客户密切合作，针对受影响空运货物确定最佳行动方案。
“我们看到，由于新冠肺炎疫情，中国境内发生了间歇性、地区性的中断；发生这种情况时，我们就会想办法从我们的大量合作承运商那里寻找替代运力，”他说道。“我们还在跨太平洋航线上运行其他包机航班。由于香港国际机场采取了试行隔离措施，我们通过货车将香港的部分货物运到其他机场。”
本次疫情的爆发时间对于出口商而言特别不利。中国工人传统上的休假时间远长于春节假期，而今年春节假期在2月第一周。
[wysiwyg] => wysiwyg
[outbound_box] => outbound_box
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022. China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.
RELATED ARTICLESDHL Air Freight State of the Industry – January 2022Find out the latest developments of the global air freight market in this monthly analysis by DHL Global Forwarding.To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”
RELATED ARTICLESPort congestions set the tone for a volatile 2022Ports will remain a bottleneck in the supply chain, with capacity and reliability only likely to stabilize later in this year or next.As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] =>
[] =>
[china-impact-air-cargo-capacity] => china-impact-air-cargo-capacity
[202201-Airfreight-State-of-the-Industry-key-image] => 202201-Airfreight-State-of-the-Industry-key-image
[DHL Airfreight State of the Industry - January 2022] => DHL Airfreight State of the Industry - January 2022
[port-congestions-volatile-2022-key-image] => port-congestions-volatile-2022-key-image
[Port congestions set the tone for a volatile 2022] => Port congestions set the tone for a volatile 2022
[AFR-Jan-2022-single-column] => AFR-Jan-2022-single-column
[AFR-Jan-2022-key-image] => AFR-Jan-2022-key-image
)
[$value] => To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”
)
Array
(
[derick] => Array
(
[China casts a pall over air cargo capacity] => China casts a pall over freight
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.] => 中国各机场新冠肺炎疫情爆发导致的航班取消将进一步影响2022年运营。
[[]] =>
[To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”] => 为了补偿原始设备制造商的长时间生产放缓，发货人通常有一个缓冲月份，而由于假期之前几周内货物从中国大量运出，航空货运需求急剧上涨。
然而，TAC指数显示，今年没有出现这样的急剧上涨。尽管之前运价高企，但1月中旬到欧洲和北美洲的平均运价实际上表现疲软。
分析师认为，这个下降属于反常现象，而一旦更多货物到达各枢纽，而且更多人员和服务恢复工作，运价将在1月底回升。1月晚些时候情况确实如此，至少从亚洲到欧洲的空运服务情况如此，当时运价有所回升。
然而，敦豪香港空运贸易领先指数（DTI）的最新结果在一定程度上体现了这次短暂的回升。尽管当地空运贸易商对春节相关订单的展望乐观得多，但该指数仍从2021年第四季度的49.0点降低到2022年第一季度的45.5点。
负责这项调查的香港生产力促进局（HKPC）首席数字官Edmond Lai称，全球新冠肺炎疫情复发，再加上高油价和运输网络中的持续供应链中断，导致2022年第一季度各项指数都小幅下跌，“这表明空运贸易商更加谨慎地看待今年的营商环境。”
随着2月初北京冬奥会的举行，中国不太可能在近期内放弃抗疫策略。Economist Impact智库全球化、贸易和金融实践主任John Ferguson表示，实际上，中国境内不太引人注目的短期封锁有可能威胁到“已经承压”的全球供应链全年的运营效率。
“中国的疫情清零策略非常关键，因为疫情进一步爆发会导致重要地区被进一步关闭和封锁，”他告诉美国消费者新闻与商业频道。
“考虑到即将举行的北京冬奥会，以及今年晚些时候将要发生的重要政治事件，中国不太可能在2022年内放弃抗疫策略。”
[As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] => 正如1月敦豪《航空货运市场最新消息》提到的那样，中国腹舱和货机运力的中断和损失发生在全球贸易的关键时期；在这个时期内，面对不断增长的需求，“货运能力不足仍然是一大障碍”。
与2019年12月相比，2021年12月的总预订运力减少了17％，这也是唯一有意义的比较。《航空货运市场最新消息》还提到，“相对于2020年的任何进步都是因为当年基数较低。”
未来几个月要注意的事项：尽可能提前长远地预测需求并将重点放在库存上。“由于奥密克戎病例的激增，更多航班取消和管制方式发生变化，各企业必须迅速采取行动提前布局，才能满足需求，同时保证库存和供应的良好管理，”敦豪全球货运空运部全球主管Thomas Mack说道。
“虽然货机运力预计会增长，但与强劲的需求相比仍显不足，因此2022年运价极有可能维持高位。”
[China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.] => 2022年初，中国严格的新冠肺炎疫情隔离和封锁政策给全球航空货运市场蒙上了一层不确定性的阴影。
由于北京为了保证2月初冬奥会的顺利举行，采取了严格措施阻止新冠病毒奥密克戎毒株的传播，整个1月份，全国港口、机场和货车运输业务受到严格的地方封锁。
中国有关当局在最后时刻取消航班增加了供应链的不确定性，影响了洲际腹舱运力，而且促使美国采取报复行动。
虽然由于人员流动和隔离规定的限制，很多机场都在尽力保持货物运转，但试行的隔离规定进一步限制了货机运行。
正如1月敦豪《航空货运市场最新消息》提到的那样，疫情对国泰航空公司在香港之外的货机运营造成了巨大影响。从1月初开始，成都、重庆、广州和上海机场的客运和货运能力分别降低了50％、50％、25％和48％。
敦豪全球货运亚太区首席执行官Kelvin Leung说道，敦豪正在对情况进行监测，而且与客户密切合作，针对受影响空运货物确定最佳行动方案。
“我们看到，由于新冠肺炎疫情，中国境内发生了间歇性、地区性的中断；发生这种情况时，我们就会想办法从我们的大量合作承运商那里寻找替代运力，”他说道。“我们还在跨太平洋航线上运行其他包机航班。由于香港国际机场采取了试行隔离措施，我们通过货车将香港的部分货物运到其他机场。”
本次疫情的爆发时间对于出口商而言特别不利。中国工人传统上的休假时间远长于春节假期，而今年春节假期在2月第一周。
[wysiwyg] => wysiwyg
[outbound_box] => outbound_box
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022. China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.
RELATED ARTICLESDHL Air Freight State of the Industry – January 2022Find out the latest developments of the global air freight market in this monthly analysis by DHL Global Forwarding.To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”
RELATED ARTICLESPort congestions set the tone for a volatile 2022Ports will remain a bottleneck in the supply chain, with capacity and reliability only likely to stabilize later in this year or next.As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] =>
[] =>
[china-impact-air-cargo-capacity] => china-impact-air-cargo-capacity
[202201-Airfreight-State-of-the-Industry-key-image] => 202201-Airfreight-State-of-the-Industry-key-image
[DHL Airfreight State of the Industry - January 2022] => DHL Airfreight State of the Industry - January 2022
[port-congestions-volatile-2022-key-image] => port-congestions-volatile-2022-key-image
[Port congestions set the tone for a volatile 2022] => Port congestions set the tone for a volatile 2022
[AFR-Jan-2022-single-column] => AFR-Jan-2022-single-column
[AFR-Jan-2022-key-image] => AFR-Jan-2022-key-image
)
[$value] => As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”
)
Array
(
[China casts a pall over air cargo capacity] => China casts a pall over freight
[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.] => 中国各机场新冠肺炎疫情爆发导致的航班取消将进一步影响2022年运营。
[[]] =>
[To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”] => 为了补偿原始设备制造商的长时间生产放缓，发货人通常有一个缓冲月份，而由于假期之前几周内货物从中国大量运出，航空货运需求急剧上涨。
然而，TAC指数显示，今年没有出现这样的急剧上涨。尽管之前运价高企，但1月中旬到欧洲和北美洲的平均运价实际上表现疲软。
分析师认为，这个下降属于反常现象，而一旦更多货物到达各枢纽，而且更多人员和服务恢复工作，运价将在1月底回升。1月晚些时候情况确实如此，至少从亚洲到欧洲的空运服务情况如此，当时运价有所回升。
然而，敦豪香港空运贸易领先指数（DTI）的最新结果在一定程度上体现了这次短暂的回升。尽管当地空运贸易商对春节相关订单的展望乐观得多，但该指数仍从2021年第四季度的49.0点降低到2022年第一季度的45.5点。
负责这项调查的香港生产力促进局（HKPC）首席数字官Edmond Lai称，全球新冠肺炎疫情复发，再加上高油价和运输网络中的持续供应链中断，导致2022年第一季度各项指数都小幅下跌，“这表明空运贸易商更加谨慎地看待今年的营商环境。”
随着2月初北京冬奥会的举行，中国不太可能在近期内放弃抗疫策略。Economist Impact智库全球化、贸易和金融实践主任John Ferguson表示，实际上，中国境内不太引人注目的短期封锁有可能威胁到“已经承压”的全球供应链全年的运营效率。
“中国的疫情清零策略非常关键，因为疫情进一步爆发会导致重要地区被进一步关闭和封锁，”他告诉美国消费者新闻与商业频道。
“考虑到即将举行的北京冬奥会，以及今年晚些时候将要发生的重要政治事件，中国不太可能在2022年内放弃抗疫策略。”
[As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] => 正如1月敦豪《航空货运市场最新消息》提到的那样，中国腹舱和货机运力的中断和损失发生在全球贸易的关键时期；在这个时期内，面对不断增长的需求，“货运能力不足仍然是一大障碍”。
与2019年12月相比，2021年12月的总预订运力减少了17％，这也是唯一有意义的比较。《航空货运市场最新消息》还提到，“相对于2020年的任何进步都是因为当年基数较低。”
未来几个月要注意的事项：尽可能提前长远地预测需求并将重点放在库存上。“由于奥密克戎病例的激增，更多航班取消和管制方式发生变化，各企业必须迅速采取行动提前布局，才能满足需求，同时保证库存和供应的良好管理，”敦豪全球货运空运部全球主管Thomas Mack说道。
“虽然货机运力预计会增长，但与强劲的需求相比仍显不足，因此2022年运价极有可能维持高位。”
[China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.] => 2022年初，中国严格的新冠肺炎疫情隔离和封锁政策给全球航空货运市场蒙上了一层不确定性的阴影。
由于北京为了保证2月初冬奥会的顺利举行，采取了严格措施阻止新冠病毒奥密克戎毒株的传播，整个1月份，全国港口、机场和货车运输业务受到严格的地方封锁。
中国有关当局在最后时刻取消航班增加了供应链的不确定性，影响了洲际腹舱运力，而且促使美国采取报复行动。
虽然由于人员流动和隔离规定的限制，很多机场都在尽力保持货物运转，但试行的隔离规定进一步限制了货机运行。
正如1月敦豪《航空货运市场最新消息》提到的那样，疫情对国泰航空公司在香港之外的货机运营造成了巨大影响。从1月初开始，成都、重庆、广州和上海机场的客运和货运能力分别降低了50％、50％、25％和48％。
敦豪全球货运亚太区首席执行官Kelvin Leung说道，敦豪正在对情况进行监测，而且与客户密切合作，针对受影响空运货物确定最佳行动方案。
“我们看到，由于新冠肺炎疫情，中国境内发生了间歇性、地区性的中断；发生这种情况时，我们就会想办法从我们的大量合作承运商那里寻找替代运力，”他说道。“我们还在跨太平洋航线上运行其他包机航班。由于香港国际机场采取了试行隔离措施，我们通过货车将香港的部分货物运到其他机场。”
本次疫情的爆发时间对于出口商而言特别不利。中国工人传统上的休假时间远长于春节假期，而今年春节假期在2月第一周。
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[Flight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022. China’s strict Covid-19 quarantine and lockdown policies are casting a cloud of uncertainty over global air freight markets in early 2022.
Ports, airports and trucking operations across the country were subject to drastic local shutdowns throughout January as Beijing, which has one eye on the smooth running of the Winter Olympic Games in early February, took stringent steps to prevent the spread of the Omicron Covid-19 variant.
Last minute flight cancellations by Chinese authorities added to supply chain uncertainty, hitting intercontinental bellyhold capacity and prompting the U.S. to take retaliatory action.
With many airports struggling to keep cargo flowing due to personnel travel and quarantine rules, pilot quarantine rules have further limited freighter operations.
As the January DHL Air Freight Market Update notes, outbreaks had a huge impact on Cathay’s freighter operations out of Hong Kong. From the start of January, Chengdu, Chongqing, Guangzhou and Shanghai airports saw passenger and freighter capacity cuts of 50 percent, 50 percent, 25 percent and 48 percent, respectively.
Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific, said DHL was monitoring the situation and working closely with customers to determine the best course of action for any air freight shipments affected.
“We are seeing intermittent, regional disruptions in China due to Covid-19 and when that happens, we are sourcing alternative capacity from across our broad range of partner carriers,” he said. “We are also running additional charter flights on the transpacific route. And we are trucking some Hong Kong cargo to alternative airports due to pilot quarantines at Hong Kong International Airport.”
The timing of the outbreak has been particularly poor for exporters. Workers in China traditionally take far longer breaks than the Chinese New Year holiday, which this year falls on the first week of February.
RELATED ARTICLESDHL Air Freight State of the Industry – January 2022Find out the latest developments of the global air freight market in this monthly analysis by DHL Global Forwarding.To compensate for the prolonged slowdown in OEM output, shippers usually have a bumper month, with a sharp spike in air cargo demand as goods are shipped out of China in the weeks leading up to the holiday.
This year, however, there was no spike, and average prices to Europe and North America actually softened in mid-January, albeit from bullishly high levels, according to TAC Index.
Analysts suggested the dip was an anomaly and rates would recover at the end of January once more cargo reached hubs and more personnel and services came back online. This proved the case later in January, at least on services from Asia to Europe, when rates rallied.
However, the blip was reflected to some extent in the latest findings of the DHL Hong Kong Air Trade Leading Index (DTI), which softened in Q1 2022 to 45.5 points from 49.0 in Q4 2021, even though local air traders reported a much better outlook on Chinese New Year-related orders.
Edmond Lai, Chief Digital Officer of the Hong Kong Productivity Council (HKPC) which conducted the research, said the resurgence of Covid-19 globally, allied with high fuel costs and continued supply chain disruption to transportation networks, had resulted in all indices falling slightly in Q1 2022, “indicating that air traders have become more cautious towards the business environment this year”.
With the Beijing Olympics taking place in early February, it is unlikely China will abandon its Covid-19 strategy any time soon. Indeed, short-term lockdowns with little notice in China could threaten the efficiency of “already stressed” global supply chains throughout the year, according to John Ferguson, practice lead for globalization, trade and finance for think tank Economist Impact.
“China’s zero-Covid-19 strategy is key as further outbreaks will result in more closures or lockdowns in key areas,” he told CNBC.
“Given that China has the Winter Olympics coming up, as well as important political events later in the year, it is unlikely that China will abandon its Covid-19 strategy in 2022.”
RELATED ARTICLESPort congestions set the tone for a volatile 2022Ports will remain a bottleneck in the supply chain, with capacity and reliability only likely to stabilize later in this year or next.As the January DHL Air Freight Market Update has noted, the disruption and loss of bellyhold and freighter capacity in China comes at a critical period for global trade, when the “lack of cargo capacity still remains a key obstacle” in the face of rising demand.
Overall schedule capacity was 17 percent lower in December 2021 compared to December 2019, the only meaningful comparison. “Any improvement seen versus 2020 is due to that year’s very low base,” added the Update.
The message for the months ahead: anticipate demand as far ahead as possible, and laser-focus on inventory. “With more flight cancellations and regulation changes due to the surge in Omicron cases, it is essential for businesses to act fast and in advance to meet the demand, while ensuring that inventory and supply are managed well,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
“While freighter capacity is expected to grow, it will remain restricted amidst strong demand, thus rates will most likely remain high in 2022.”] =>
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[DHL Airfreight State of the Industry - January 2022] => DHL Airfreight State of the Industry - January 2022
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[Port congestions set the tone for a volatile 2022] => Port congestions set the tone for a volatile 2022
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