全球最大的物流公司之一表示,全球供應(yīng)鏈危機(jī)在好轉(zhuǎn)之前可能進(jìn)一步惡化,。該公司警告,尤其是橫跨太平洋的貿(mào)易中斷可能持續(xù)到2月的農(nóng)歷新年之后,。
據(jù)德迅(Kuehne+Nagel)表示,,上周二,在美國(guó)西海岸歷史上就效率低下的碼頭,,有100艘貨輪等待??浚瑒?chuàng)下歷史記錄,,導(dǎo)致貨輪平均需要等待兩周才能卸載貨物,。
德迅首席執(zhí)行官特勒夫·特雷夫茨格周三對(duì)分析師表示:“我們預(yù)計(jì)這種狀況持續(xù)的時(shí)間,可能超過6個(gè)月甚至12個(gè)月?,F(xiàn)在沒有任何可以放松的跡象,。我們正在經(jīng)歷一種牛鞭效應(yīng)。而且目前情況正在變得更加糟糕,?!?/p>
該瑞士公司所能做的是建議部分客戶接受在其他港口卸貨,然后用空運(yùn)的方式將商品運(yùn)送到岸上的集散中心,,或者像Evergrande危機(jī)期間一樣,,更改貨輪的航線。該公司警告,,否則,,他們只能像其他正在焦急等待的人一樣,為客戶懇求每個(gè)碼頭加快處理他們的集裝箱,。
德迅在100多個(gè)國(guó)家設(shè)立了1,400個(gè)辦事處,,共有72,500名員工,,是全球領(lǐng)先的物流公司之一,也是全世界最大的海上貨物轉(zhuǎn)運(yùn)公司,。
特雷夫茨格甚至批評(píng)了美國(guó)重要的港口基礎(chǔ)設(shè)施,。他表示,長(zhǎng)久以來,,美國(guó)西海岸海港工作效率低下的狀況沒有太多改善的跡象,,在美國(guó)總統(tǒng)拜登上周宣布洛杉磯港24小時(shí)不停運(yùn)轉(zhuǎn)之后,情況并沒有太大好轉(zhuǎn),。白宮表示,,延長(zhǎng)洛杉磯港的運(yùn)營(yíng)時(shí)間“有望徹底改變當(dāng)前的狀況?!?/p>
但到目前為止,,特雷夫茨格并沒有看到顯著的變化。
特雷夫茨格告訴分析師:“有些港口依舊沒有提供每周七天每天24小時(shí)服務(wù),。盡管政府發(fā)布了聲明,,但并沒有得到執(zhí)行。而隨著感恩節(jié)和圣誕節(jié)即將來臨,,美國(guó)已經(jīng)進(jìn)入旺季,。”
港口堵塞導(dǎo)致德迅不得不臨時(shí)削減業(yè)務(wù),,在大塞船解決之前減少有利可圖的散裝貨物運(yùn)輸,。
與此同時(shí),有關(guān)港口混亂的報(bào)道所引發(fā)的一種現(xiàn)象正在讓物流業(yè)陷入混亂:許多企業(yè)超量訂購商品和原材料,,希望能有百分之一的貨物能準(zhǔn)時(shí)送到他們的倉庫,、工廠和展廳。
德迅預(yù)測(cè),,供應(yīng)鏈混亂將對(duì)美國(guó)經(jīng)濟(jì)造成最嚴(yán)重的沖擊,。但特雷夫茨格表示,歐洲港口也遭遇了同樣的問題,,尤其是自動(dòng)化程度較低或完全沒有采用自動(dòng)化技術(shù)的港口,。而且港口堵塞只是問題的一個(gè)方面。鐵路車站也發(fā)生擁堵,,而卡車司機(jī)不足導(dǎo)致問題進(jìn)一步惡化,,其中美國(guó)的狀況最為嚴(yán)重。
這場(chǎng)危機(jī)正在推高運(yùn)費(fèi),,令德迅等公司成為受益者,。德迅在2021年前9個(gè)月的凈營(yíng)業(yè)額為218億瑞士法郎(約合237億美元),同比上漲了約50%,,而營(yíng)業(yè)利潤(rùn)翻了不止一番,,達(dá)到超過18億瑞士法郎,。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
全球最大的物流公司之一表示,全球供應(yīng)鏈危機(jī)在好轉(zhuǎn)之前可能進(jìn)一步惡化,。該公司警告,,尤其是橫跨太平洋的貿(mào)易中斷可能持續(xù)到2月的農(nóng)歷新年之后。
據(jù)德迅(Kuehne+Nagel)表示,,上周二,,在美國(guó)西海岸歷史上就效率低下的碼頭,有100艘貨輪等待???,創(chuàng)下歷史記錄,導(dǎo)致貨輪平均需要等待兩周才能卸載貨物,。
德迅首席執(zhí)行官特勒夫·特雷夫茨格周三對(duì)分析師表示:“我們預(yù)計(jì)這種狀況持續(xù)的時(shí)間,,可能超過6個(gè)月甚至12個(gè)月。現(xiàn)在沒有任何可以放松的跡象,。我們正在經(jīng)歷一種牛鞭效應(yīng),。而且目前情況正在變得更加糟糕?!?/p>
該瑞士公司所能做的是建議部分客戶接受在其他港口卸貨,,然后用空運(yùn)的方式將商品運(yùn)送到岸上的集散中心,或者像Evergrande危機(jī)期間一樣,,更改貨輪的航線。該公司警告,,否則,,他們只能像其他正在焦急等待的人一樣,為客戶懇求每個(gè)碼頭加快處理他們的集裝箱,。
德迅在100多個(gè)國(guó)家設(shè)立了1,400個(gè)辦事處,,共有72,500名員工,是全球領(lǐng)先的物流公司之一,,也是全世界最大的海上貨物轉(zhuǎn)運(yùn)公司,。
特雷夫茨格甚至批評(píng)了美國(guó)重要的港口基礎(chǔ)設(shè)施。他表示,,長(zhǎng)久以來,,美國(guó)西海岸海港工作效率低下的狀況沒有太多改善的跡象,在美國(guó)總統(tǒng)拜登上周宣布洛杉磯港24小時(shí)不停運(yùn)轉(zhuǎn)之后,,情況并沒有太大好轉(zhuǎn),。白宮表示,延長(zhǎng)洛杉磯港的運(yùn)營(yíng)時(shí)間“有望徹底改變當(dāng)前的狀況,?!?/p>
但到目前為止,,特雷夫茨格并沒有看到顯著的變化。
特雷夫茨格告訴分析師:“有些港口依舊沒有提供每周七天每天24小時(shí)服務(wù),。盡管政府發(fā)布了聲明,,但并沒有得到執(zhí)行。而隨著感恩節(jié)和圣誕節(jié)即將來臨,,美國(guó)已經(jīng)進(jìn)入旺季,。”
港口堵塞導(dǎo)致德迅不得不臨時(shí)削減業(yè)務(wù),,在大塞船解決之前減少有利可圖的散裝貨物運(yùn)輸,。
與此同時(shí),有關(guān)港口混亂的報(bào)道所引發(fā)的一種現(xiàn)象正在讓物流業(yè)陷入混亂:許多企業(yè)超量訂購商品和原材料,,希望能有百分之一的貨物能準(zhǔn)時(shí)送到他們的倉庫,、工廠和展廳。
德迅預(yù)測(cè),,供應(yīng)鏈混亂將對(duì)美國(guó)經(jīng)濟(jì)造成最嚴(yán)重的沖擊,。但特雷夫茨格表示,歐洲港口也遭遇了同樣的問題,,尤其是自動(dòng)化程度較低或完全沒有采用自動(dòng)化技術(shù)的港口,。而且港口堵塞只是問題的一個(gè)方面。鐵路車站也發(fā)生擁堵,,而卡車司機(jī)不足導(dǎo)致問題進(jìn)一步惡化,,其中美國(guó)的狀況最為嚴(yán)重。
這場(chǎng)危機(jī)正在推高運(yùn)費(fèi),,令德迅等公司成為受益者,。德迅在2021年前9個(gè)月的凈營(yíng)業(yè)額為218億瑞士法郎(約合237億美元),同比上漲了約50%,,而營(yíng)業(yè)利潤(rùn)翻了不止一番,,達(dá)到超過18億瑞士法郎。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
The global supply chain crisis will worsen before it begins to ease, one of the world's biggest logistics groups says, warning disruptions in transpacific trade in particular could last beyond the lunar Chinese New Year in February.
A record 100 vessels on Tuesday waited to dock at the historically unproductive U.S. ports on the West Coast, according to Kuehne+Nagel, resulting in mammoth queues of, on average, two weeks before the ships can unload their goods.
“We would expect this can continue even longer than six or twelve months. There’s no sign of relief,” chief executive Detlef Trefzger told analysts on Wednesday. “This is a bullwhip effect we experienced. And it’s getting worse at the moment.”
All his Swiss company could do was recommend in some cases clients agree to drop anchor elsewhere and then fly their products to an onshore hub, or reroute ships just like during the Evergrande crisis. Otherwise, they warn, all they can do for customers is plead—like everyone else who's been waiting—their case terminal by terminal to get expedited treatment.
With 72,500 employees at 1,400 locations in over 100 countries, the group is one of the world's leading logistics companies and the largest sea freight-forwarding companies in the world.
Trefzger even took a shot at America's key port infrastructure. He said he saw little sign of an improvement in the chronically low productivity of the west coast harbors, and little to no improvement following President Biden's announcement last week to run the Port of Los Angeles around the clock. The White House said the expanded hours had the “potential to be a game changer.”
So far, the Swiss aren't impressed.
“We still lack a 24-hour, seven-days-a-week service in some of those ports—despite political statements it’s not happening. And we have the high season now in the U.S. with Thanksgiving coming up soon and Christmas,” Trefzger told analysts.
As a result of the bottlenecks, the company was temporarily forced to reduce its business with less profitable bulk commodities shipping until the logjam eased.
Reports of snarled ports, meanwhile, seem to be triggering a related phenomenon that's also bedeviling the logistics industry: companies over-ordering goods and materials under the expectation only a percentage will arrive at their warehouses, factories and showrooms on time.
As for Kuehne+Nagel, the company expects the supply chain woes to hit the American economy the hardest. But, adds the K+N boss, European ports are also experiencing problems, especially those with very little or no automation. Moreover clogged harbors were only part of the problem. Rail terminals were also congested and a trucker shortage exacerbated the problems, even if the worst of what it was seeing was centered in the United States.
The crisis is pushing freight rates higher, a benefit for companies like his. At 21.8 billion Swiss francs ($23.7 billion), Kuehne+Nagel's net turnover in the first nine months of 2021 soared almost 50% higher year-on-year previous, while operating profit more than doubled to over 1.8 billion francs.