{"id":3316,"date":"2023-12-29T16:09:13","date_gmt":"2023-12-29T09:09:13","guid":{"rendered":"https:\/\/esl-vn.com\/?p=3316"},"modified":"2023-12-29T16:21:53","modified_gmt":"2023-12-29T09:21:53","slug":"vien-canh-van-tai-bien-container-2024","status":"publish","type":"post","link":"https:\/\/esl-vn.com\/vien-canh-van-tai-bien-container-2024\/","title":{"rendered":"Vi\u1ec5n c\u1ea3nh v\u1eadn t\u1ea3i bi\u1ec3n container 2024"},"content":{"rendered":"

N\u0103m 2024 \u0111\u01b0\u1ee3c nh\u1eadn \u0111\u1ecbnh l\u00e0 m\u1ed9t n\u0103m \u0111\u1ea7y kh\u00f3 kh\u0103n v\u00e0 th\u00e1ch th\u1ee9c cho v\u1eadn t\u1ea3i bi\u1ec3n container to\u00e0n c\u1ea7u n\u00f3i ri\u00eang, ng\u00e0nh logistics n\u00f3i chung. C\u00e1c doanh nghi\u1ec7p logistics c\u1ea7n nh\u1eadn th\u1ee9c r\u00f5 nh\u1eefng kh\u00f3 kh\u0103n, th\u00e1ch th\u1ee9c n\u00e0y \u0111\u1ec3 \u0111\u1ec1 ra nh\u1eefng chi\u1ebfn l\u01b0\u1ee3c, ch\u00ednh s\u00e1ch kinh doanh t\u1ed1i \u01b0u, h\u1ea7u mong \u0111\u01b0a doanh nghi\u1ec7p \u201cv\u01b0\u1ee3t s\u00f3ng c\u1ea3\u201d t\u1ed3n t\u1ea1i qua gi\u00f4ng b\u00e3o, ch\u1ee7 \u0111\u1ed9ng chu\u1ea9n b\u1ecb cho m\u1ed9t chu k\u1ef3 kinh doanh m\u1edbi v\u01b0\u1ee3t \u0111\u00e1y \u0111i l\u00ean.<\/p>\n

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N\u0103m 2023 d\u1ea7n kh\u00e9p l\u1ea1i \u0111\u00e1nh d\u1ea5u m\u1ed9t giai \u0111o\u1ea1n s\u00f3ng gi\u00f3 kh\u00f4ng th\u1ec3 n\u00e0o qu\u00ean v\u1edbi v\u1eadn t\u1ea3i bi\u1ec3n container to\u00e0n c\u1ea7u. \u0110\u1ea1i d\u1ecbch Covid-19 b\u00f9ng ph\u00e1t \u0111\u1ed9t ng\u1ed9t l\u00e0m kinh t\u1ebf th\u1ebf gi\u1edbi chao \u0111\u1ea3o su\u1ed1t n\u0103m 2020. \u0110\u1ea7u n\u0103m 2021 cho \u0111\u1ebfn s\u00e1u th\u00e1ng \u0111\u1ea7u n\u0103m 2022 hi\u1ec7n t\u01b0\u1ee3ng \u201cShipageddon\u201d(1) b\u1ea5t ng\u1edd \u0111\u1ea3o chi\u1ec1u ngo\u1ea1n m\u1ee5c l\u00e0m t\u0103ng c\u1ea7u \u2013 gi\u1ea3m cung (do t\u1eafc ngh\u1ebdn t\u1ea1i nhi\u1ec1u c\u1ea3ng ch\u00ednh tr\u00ean th\u1ebf gi\u1edbi) \u0111\u1ea9y gi\u00e1 c\u01b0\u1edbc v\u1eadn chuy\u1ec3n l\u00ean cao v\u00fat ch\u01b0a t\u1eebng th\u1ea5y trong nhi\u1ec1u th\u1eadp k\u1ef7 qua c\u1ee7a l\u1ecbch s\u1eed v\u1eadn t\u1ea3i bi\u1ec3n container.<\/p>\n

Nh\u01b0ng sau \u0111\u00f3, s\u00e1u th\u00e1ng cu\u1ed1i n\u0103m 2022 \u2013 khi \u0111\u1ea1i d\u1ecbch d\u1ea7n qua \u0111i, t\u00ecnh h\u00ecnh h\u00e0ng b\u00e1n l\u1ebb t\u1ed3n kho \u0111\u1ea7y \u1ee9 v\u00ec nh\u1eadp \u1ed3 \u1ea1t v\u00e0 s\u1ee9c mua \u1edf th\u1ecb tr\u01b0\u1eddng \u00c2u \u2013 M\u1ef9 gi\u1ea3m m\u1ea1nh do lo l\u1eafng kinh t\u1ebf l\u1ea1m ph\u00e1t l\u1ea1i \u0111\u1ed9t ng\u1ed9t l\u00e0m \u0111\u1ea3o chi\u1ec1u c\u1ea7u (gi\u1ea3m m\u1ea1nh), c\u01b0\u1edbc t\u00e0u bi\u1ec3n r\u01a1i t\u1ef1 do. \u0110\u1ec3 r\u1ed3i su\u1ed1t n\u0103m 2023, h\u00e0ng h\u00f3a xu\u1ea5t kh\u1ea9u t\u1eeb ch\u00e2u \u00c1 \u0111i c\u00e1c th\u1ecb tr\u01b0\u1eddng \u00c2u \u2013 M\u1ef9 gi\u1ea3m m\u1ea1nh, c\u00f9ng l\u00fac \u0111\u00f3 cung t\u0103ng (giao t\u00e0u \u0111\u00f3ng m\u1edbi), gi\u00e1 c\u01b0\u1edbc t\u00e0u gi\u1ea3m v\u1ec1 \u0111\u00e1y. C\u00e1c h\u00e3ng t\u00e0u bi\u1ec3n ch\u1eadt v\u1eadt xoay x\u1edf h\u1ee7y chuy\u1ebfn (blank sailing) gi\u1ea3m cung c\u1ea3i thi\u1ec7n m\u1ee9c gi\u00e1, c\u1eaft gi\u1ea3m chi ph\u00ed \u0111\u1ec3 c\u1eaft l\u1ed7\u2026<\/p>\n

Tr\u01b0\u1edbc th\u1ec1m n\u0103m m\u1edbi 2024, b\u1ee9c tranh \u1ea3m \u0111\u1ea1m n\u00e0y c\u00f3 d\u1ea7n t\u01b0\u01a1i s\u00e1ng?<\/p>\n

Cung ti\u1ebfp t\u1ee5c t\u0103ng<\/p>\n

V\u1ec1 cung s\u1ee9c ch\u1edf, m\u1eb7c d\u00f9 c\u00e1c h\u00e3ng t\u00e0u bi\u1ec3n c\u1ed1 g\u1eafng tr\u00ec ho\u00e3n c\u00e1c h\u1ee3p \u0111\u1ed3ng \u0111\u00f3ng t\u00e0u m\u1edbi, v\u1ec1 ti\u1ebfn \u0111\u1ed9 giao t\u00e0u \u2013 d\u1ef1 ki\u1ebfn s\u1ed1 l\u01b0\u1ee3ng t\u00e0u m\u1edbi s\u1ebd \u0111\u01b0\u1ee3c giao nhi\u1ec1u nh\u1ea5t trong n\u0103m 2024 v\u1edbi t\u1ed5ng c\u1ed9ng 2,95 tri\u1ec7u TEU(2), th\u1ee9 \u0111\u1ebfn l\u00e0 n\u0103m 2025 v\u1edbi 2,26 tri\u1ec7u TEU.<\/p>\n

X\u00e9t v\u1ec1 c\u1ee1 t\u00e0u th\u00ec s\u1ed1 l\u01b0\u1ee3ng t\u00e0u \u0111\u00f3ng m\u1edbi lo\u1ea1i \u201cMegamax\u201d l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi hi\u1ec7n nay v\u1edbi s\u1ee9c ch\u1edf 23.000-24.000 TEU cho tuy\u1ebfn h\u1ea3i h\u00e0nh \u00c1 \u2013 \u00c2u chi\u1ebfm \u0111\u1ebfn 23%, lo\u1ea1i \u201cNeopanamax\u201d 13.000-15.000 TEU (l\u1edbn nh\u1ea5t c\u00f3 th\u1ec3 v\u01b0\u1ee3t k\u00eanh \u0111\u00e0o Panama) cho tuy\u1ebfn \u00c1 \u2013 B\u1eafc M\u1ef9 chi\u1ebfm 60%, v\u00e0 lo\u1ea1i c\u00f2n l\u1ea1i 7.000+ TEU chi\u1ebfm 17%.<\/p>\n

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C\u1ea7u ch\u01b0a ph\u1ee5c h\u1ed3i<\/p>\n

Nh\u1eefng y\u1ebfu t\u1ed1 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u1ea7u v\u1eabn ch\u01b0a \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n trong n\u0103m 2023 s\u1ebd ti\u1ebfp t\u1ee5c \u1ea3nh h\u01b0\u1edfng trong n\u0103m 2024.<\/p>\n

Th\u1ee9 nh\u1ea5t, ng\u01b0\u1eddi ti\u00eau d\u00f9ng th\u1eaft ch\u1eb7t chi ti\u00eau tr\u01b0\u1edbc t\u00ecnh h\u00ecnh l\u1ea1m ph\u00e1t, l\u00e3i su\u1ea5t t\u0103ng, v\u00e0 xu h\u01b0\u1edbng chi ti\u00eau h\u1eadu Covid-19 d\u1ecbch chuy\u1ec3n t\u1eeb h\u00e0ng h\u00f3a sang d\u1ecbch v\u1ee5 nh\u01b0 du l\u1ecbch (h\u00e0ng kh\u00f4ng, kh\u00e1ch s\u1ea1n, nh\u00e0 h\u00e0ng), ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe (t\u1eadp th\u1ec3 h\u00ecnh, ch\u01a1i th\u1ec3 thao), \u0103n u\u1ed1ng b\u00ean ngo\u00e0i\u2026<\/p>\n

Theo Deloitte Insights, ti\u00eau d\u00f9ng cho l\u0129nh v\u1ef1c d\u1ecbch v\u1ee5 \u1edf M\u1ef9 d\u1ef1 b\u00e1o t\u0103ng 3,1% trong n\u0103m 2023, v\u00e0 4,7% trong n\u0103m 2024, trong khi \u0111\u00f3 chi ti\u00eau cho h\u00e0ng ti\u00eau d\u00f9ng l\u00e2u b\u1ec1n (durable goods) d\u1ef1 b\u00e1o gi\u1ea3m trong n\u0103m 2023 (s\u00e1u th\u00e1ng \u0111\u1ea7u n\u0103m 2023 h\u00e0ng ti\u00eau d\u00f9ng nh\u1eadp kh\u1ea9u \u1edf M\u1ef9 ch\u1ec9 \u0111\u1ea1t trung b\u00ecnh 183 t\u1ec9 \u0111\u00f4 la\/qu\u00ed so v\u1edbi trung b\u00ecnh qu\u00ed trong n\u0103m 2022 l\u00e0 210 t\u1ec9 \u0111\u00f4 la, gi\u1ea3m 12,9%).<\/p>\n

Th\u1ee9 hai, theo m\u1ed9t kh\u1ea3o s\u00e1t g\u1ea7n \u0111\u00e2y c\u1ee7a Fed New York, n\u1ee3 th\u1ebb t\u00edn d\u1ee5ng c\u1ee7a ng\u01b0\u1eddi M\u1ef9 t\u0103ng 45 t\u1ec9 \u0111\u00f4 la, v\u01b0\u1ee3t con s\u1ed1 1.000 t\u1ec9 \u0111\u00f4 la trong qu\u00ed 2-2023, t\u0103ng 16,2% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. Trong khi \u0111\u00f3, t\u1ed5ng n\u1ee3 h\u1ed9 gia \u0111\u00ecnh \u0111\u00e3 v\u01b0\u1ee3t 17.060 t\u1ec9 \u0111\u00f4 la. N\u1ee3 gia t\u0103ng c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn c\u0103ng th\u1eb3ng v\u1ec1 t\u00e0i ch\u00ednh, gi\u1ea3m chi ti\u00eau, gi\u1ea3m t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf v\u00e0 kh\u1ea3 n\u0103ng v\u1ee1 n\u1ee3 ti\u1ec1m \u1ea9n.<\/p>\n

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Th\u1ee9 ba, theo C\u1ee5c Ph\u00e2n t\u00edch kinh t\u1ebf M\u1ef9 (Bureau of Economic Analysis, BEA), vi\u1ec7c chi tr\u1ea3 l\u00e3i vay kh\u00f4ng th\u1ebf ch\u1ea5p c\u00e1 nh\u00e2n (personal non-mortgage interest) t\u0103ng 48%, l\u00ean \u0111\u1ebfn 462,6 t\u1ec9 \u0111\u00f4 la t\u1eeb m\u1ee9c 313,1 t\u1ec9 \u0111\u00f4 la c\u1ee7a c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i. L\u00e3i su\u1ea5t t\u0103ng s\u1ebd \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn vi\u1ec7c chi tr\u1ea3 ti\u00eau d\u00f9ng b\u1eb1ng th\u1ebb t\u00edn d\u1ee5ng v\u00e0 khuy\u1ebfn kh\u00edch ti\u1ebft ki\u1ec7m nhi\u1ec1u h\u01a1n.<\/p>\n

V\u00e0 cu\u1ed1i c\u00f9ng, m\u1ed9t kh\u1ea3o s\u00e1t c\u1ee7a \u1ee6y ban Ni\u1ec1m tin ng\u01b0\u1eddi ti\u00eau d\u00f9ng (Consumer Confidence Board) cho th\u1ea5y ch\u1ec9 c\u00f3 21,9% ng\u01b0\u1eddi ti\u00eau d\u00f9ng cho r\u1eb1ng t\u00ecnh h\u00ecnh kinh t\u1ebf M\u1ef9 \u1edf tr\u1ea1ng th\u00e1i \u201ct\u1ed1t\u201d, 15,2% cho l\u00e0 \u201cx\u1ea5u\u201d. \u0110\u00e1ng ch\u00fa \u00fd l\u00e0 c\u00f3 \u0111\u1ebfn 70,6% ng\u01b0\u1eddi ti\u00eau d\u00f9ng tin r\u1eb1ng suy tho\u00e1i kinh t\u1ebf s\u1ebd x\u1ea3y ra trong 12 th\u00e1ng t\u1edbi.<\/p>\n

Vi\u1ec7c r\u1ee7i ro \u0111\u1ee9t g\u00e3y c\u00f9ng l\u00fac t\u1ea1i hai \u201cy\u1ebft h\u1ea7u\u201d \u2013 k\u00eanh \u0111\u00e0o Suez v\u00e0 Panama \u2013 c\u1ee7a h\u00e0ng h\u1ea3i to\u00e0n c\u1ea7u kh\u00f4ng th\u1ec3 gi\u1ea3i quy\u1ebft ngay trong m\u1ed9t s\u1edbm m\u1ed9t chi\u1ec1u d\u01b0\u1eddng nh\u01b0 l\u00e0 b\u00f3ng \u0111en c\u1ee7a hi\u1ec7n t\u01b0\u1ee3ng thi\u00ean nga \u0111en (Black Swan), l\u00e0m d\u1ea5y l\u00ean m\u1ed1i lo ng\u1ea1i kh\u1ee7ng ho\u1ea3ng \u0111\u1ee9t g\u00e3y chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u m\u1ed9t l\u1ea7n n\u1eefa v\u00e0 gi\u00e1 c\u01b0\u1edbc t\u00e0u bi\u1ec3n s\u1ebd c\u00f3 nguy c\u01a1 t\u0103ng v\u1ecdt trong ng\u1eafn h\u1ea1n nh\u01b0 \u0111\u00e3 t\u1eebng x\u1ea3y ra trong \u0111\u1ea1i d\u1ecbch Covid-19 v\u1eeba qua.<\/em><\/p><\/blockquote>\n

D\u1ef1 b\u00e1o c\u1ee7a nhi\u1ec1u t\u1ed5 ch\u1ee9c t\u01b0 v\u1ea5n \u0111\u1ec1u \u0111\u1ed3ng thu\u1eadn cho r\u1eb1ng cung v\u1eabn s\u1ebd v\u01b0\u1ee3t c\u1ea7u trong n\u0103m 2024 v\u00e0 t\u00ecnh tr\u1ea1ng n\u00e0y c\u00f3 th\u1ec3 k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2025. Theo d\u1ef1 b\u00e1o c\u1ee7a Xenata th\u00ec m\u1ee9c ch\u00eanh l\u1ec7ch cung \u2013 c\u1ea7u l\u00e0 4% (cung 6,5%\/c\u1ea7u 2,5%), s\u1ed1 li\u1ec7u c\u1ee7a BIMCO(3) l\u00e0 5,3% (8,8%\/3,5%), v\u00e0 theo h\u00e3ng t\u01b0 v\u1ea5n Drewry l\u00e0 4% (6%\/2%).<\/p>\n

T\u00ecnh h\u00ecnh tr\u00ean cho th\u1ea5y vi\u1ec5n c\u1ea3nh v\u1eadn t\u1ea3i bi\u1ec3n container trong n\u0103m 2024 v\u1eabn ch\u01b0a s\u00e1ng s\u1ee7a v\u1edbi c\u1ed9ng h\u01b0\u1edfng c\u1ee7a cung t\u0103ng v\u00e0 c\u1ea7u ch\u01b0a ph\u1ee5c h\u1ed3i. Gi\u00e1 c\u01b0\u1edbc t\u00e0u trong d\u00e0i h\u1ea1n s\u1ebd kh\u00f3 \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n v\u00e0 ph\u1ee5c h\u1ed3i v\u1ec1 m\u1ee9c c\u00f3 l\u00e3i, d\u1eabn \u0111\u1ebfn c\u1ea1nh tranh kh\u1ed1c li\u1ec7t, v\u00e0 r\u1ee7i ro gi\u1ea3m l\u1ee3i nhu\u1eadn. C\u00e1c h\u00e3ng t\u00e0u s\u1ebd ph\u1ea3i ti\u1ebfp t\u1ee5c gi\u1ea3m cung b\u1eb1ng bi\u1ec7n ph\u00e1p gia t\u0103ng h\u1ee7y chuy\u1ebfn (blank sailing), v\u00e0 c\u1eaft gi\u1ea3m chi ph\u00ed \u0111\u1ec3 b\u1eb1ng m\u1ecdi c\u00e1ch c\u1ea3i thi\u1ec7n \u201cthe bottom line\u201d (k\u1ebft qu\u1ea3 kinh doanh cu\u1ed1i c\u00f9ng) tr\u00ean b\u1ea3ng c\u00e2n \u0111\u1ed1i k\u1ebf to\u00e1n.<\/p>\n

R\u1ee7i ro \u201c\u0111\u1ee9t g\u00e3y\u201d tuy\u1ebfn h\u1ea3i h\u00e0nh \u1edf c\u00e1c \u0111i\u1ec3m t\u1eafc ngh\u1ebdn<\/p>\n

B\u1ea5t \u1ed5n \u0111\u1ecba ch\u00ednh tr\u1ecb t\u1eeb nh\u1eefng \u0111i\u1ec3m n\u00f3ng tr\u00ean th\u1ebf gi\u1edbi g\u00e2y quan ng\u1ea1i s\u00e2u s\u1eafc cho r\u1ee7i ro \u201c\u0111\u1ee9t g\u00e3y\u201d c\u00e1c tuy\u1ebfn h\u1ea3i h\u00e0nh qu\u1ed1c t\u1ebf.<\/p>\n

Xung \u0111\u1ed9t Nga \u2013 Ukraine \u0111\u1ea7u n\u0103m 2022 d\u1eabn \u0111\u1ebfn vi\u1ec7c \u0111\u00f3ng c\u1eeda c\u00e1c c\u1ea3ng \u1edf Bi\u1ec3n \u0110en, g\u00e2y t\u1eafc ngh\u1ebdn tuy\u1ebfn giao th\u00f4ng n\u00e0y v\u00e0 tr\u00ec ho\u00e3n vi\u1ec7c v\u1eadn chuy\u1ec3n. Vi\u1ec7c Nga r\u00fat kh\u1ecfi S\u00e1ng ki\u1ebfn Ng\u0169 c\u1ed1c Bi\u1ec3n \u0110en th\u00e1ng 7-2023 \u0111\u00e3 l\u00e0m xu\u1ea5t kh\u1ea9u c\u1ee7a Ukraine gi\u1ea3m m\u1ea1nh, gi\u00e1 ng\u0169 c\u1ed1c t\u0103ng v\u1ecdt, \u0111e d\u1ecda an ninh l\u01b0\u01a1ng th\u1ef1c to\u00e0n c\u1ea7u.<\/p>\n

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M\u1ed9t \u0111i\u1ec3m n\u00f3ng ti\u1ec1m t\u00e0ng l\u00e0 eo bi\u1ec3n \u0110\u00e0i Loan. R\u1ee7i ro t\u1eafc ngh\u1ebdn \u1edf eo bi\u1ec3n n\u00e0y s\u1ebd \u1ea3nh h\u01b0\u1edfng l\u00ean h\u00e0nh lang l\u01b0u th\u00f4ng \u0110\u00f4ng B\u1eafc \u00c1 \u2013 ch\u00e2u \u00c2u, tr\u1ef1c ti\u1ebfp cho giao th\u01b0\u01a1ng v\u1edbi Trung Qu\u1ed1c, Nh\u1eadt B\u1ea3n, H\u00e0n Qu\u1ed1c, \u0110\u00e0i Loan v\u1ec1 ph\u00eda T\u00e2y (Westbound). Theo Bloomberg, con \u0111\u01b0\u1eddng huy\u1ebft m\u1ea1ch n\u00e0y l\u00e0 n\u01a1i l\u01b0u th\u00f4ng c\u1ee7a 50% l\u01b0\u1ee3ng t\u00e0u container v\u00e0 88% t\u00e0u h\u00e0ng l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi.<\/p>\n

Xung \u0111\u1ed9t Israel \u2013 Hamas b\u1ea5t ng\u1edd b\u00f9ng ph\u00e1t v\u00e0o th\u00e1ng 10-2023 c\u0169ng g\u00e2y r\u1ee7i ro \u0111\u1ee9t g\u00e3y tuy\u1ebfn h\u1ea3i h\u00e0nh qua k\u00eanh \u0111\u00e0o Suez n\u1ed1i eo bi\u1ec3n Bab-el-Mandeb, \u0111i\u1ec3m t\u1eafc ngh\u1ebdn ch\u00ednh th\u1ee9 nh\u1ea5t c\u1ee7a h\u00e0nh lang \u00c1 \u2013 \u00c2u.<\/p>\n

C\u00e1c v\u1ee5 t\u1ea5n c\u00f4ng t\u00e0u ch\u1edf h\u00e0ng c\u1ee7a Israel, v\u00e0 c\u1ea3 t\u00e0u kh\u00f4ng thu\u1ed9c qu\u1ed1c t\u1ecbch hay s\u1edf h\u1eefu b\u1edfi Israel, tr\u00ean bi\u1ec3n \u0110\u1ecf c\u1ee7a phi\u1ebfn qu\u00e2n Houthi \u1edf Yemen \u0111\u00e3 \u0111\u01b0\u1ee3c ghi nh\u1eadn li\u00ean ti\u1ebfp nh\u1eefng ng\u00e0y g\u1ea7n \u0111\u00e2y. N\u1ebfu t\u00ecnh h\u00ecnh kh\u00f4ng \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n, c\u00e1c h\u00e3ng t\u00e0u bi\u1ec3n s\u1ebd ph\u1ea3i c\u00e2n nh\u1eafc chuy\u1ec3n h\u01b0\u1edbng v\u00f2ng qua m\u0169i H\u1ea3o V\u1ecdng (Cape of Good Hope) v\u1edbi th\u1eddi gian chuy\u1ec3n t\u1ea3i s\u1ebd d\u00e0i h\u01a1n 10-14 ng\u00e0y so v\u1edbi h\u1ea3i tr\u00ecnh qua k\u00eanh \u0111\u00e0o Suez, \u0111\u1ed3ng th\u1eddi chi ph\u00ed v\u1eadn chuy\u1ec3n s\u1ebd t\u0103ng l\u00ean qua vi\u1ec7c \u00e1p c\u00e1c ph\u1ee5 ph\u00ed hay t\u0103ng c\u01b0\u1edbc v\u1eadn t\u1ea3i. Hi\u1ec7n nay, nhi\u1ec1u h\u00e3ng t\u00e0u \u0111\u00e3 th\u00f4ng b\u00e1o ch\u00ednh th\u1ee9c vi\u1ec7c chuy\u1ec3n h\u01b0\u1edbng \u0111i v\u00f2ng sang m\u0169i H\u1ea3o V\u1ecdng, nh\u01b0 Maersk, ONE, Evergreen, HMM, MSC, Hapag-Lloyd\u2026<\/p>\n

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\u0110i\u1ec3m t\u1eafc ngh\u1ebdn ch\u00ednh th\u1ee9 hai tr\u00ean th\u1ebf gi\u1edbi l\u00e0 k\u00eanh \u0111\u00e0o Panama. Trong th\u00e1ng 10-2023, k\u00eanh \u0111\u00e0o nh\u00e2n t\u1ea1o n\u1ed1i Th\u00e1i B\u00ecnh D\u01b0\u01a1ng v\u00e0 \u0110\u1ea1i T\u00e2y D\u01b0\u01a1ng n\u00e0y g\u1eb7p h\u1ea1n h\u00e1n nghi\u00eam tr\u1ecdng nh\u1ea5t trong l\u1ecbch s\u1eed ho\u1ea1t \u0111\u1ed9ng do \u1ea3nh h\u01b0\u1edfng b\u1edfi hi\u1ec7n t\u01b0\u1ee3ng El Nino. M\u00f9a kh\u00f4 \u1edf Panama th\u01b0\u1eddng t\u1eeb th\u00e1ng 12 \u0111\u1ebfn th\u00e1ng 4 n\u0103m sau. H\u00e0nh lang \u00c1 \u2013 B\u1edd \u0110\u00f4ng M\u1ef9 \u0111ang \u0111\u1ee9ng tr\u01b0\u1edbc nguy c\u01a1 \u0111\u1ee9t g\u00e3y khi t\u00e0u thuy\u1ec1n qua \u0111\u00e2y ph\u1ea3i ch\u1edd nhi\u1ec1u ng\u00e0y.<\/p>\n

Do t\u00ecnh h\u00ecnh h\u1ea1n h\u00e1n, k\u1ec3 t\u1eeb th\u00e1ng 11-2023 l\u01b0\u1ee3ng t\u00e0u qua k\u00eanh \u0111\u00e0o \u0111\u00e3 b\u1ecb c\u1eaft gi\u1ea3m t\u1eeb 32 t\u00e0u\/ng\u00e0y xu\u1ed1ng c\u00f2n 24 t\u00e0u\/ng\u00e0y, v\u00e0 s\u1ebd ch\u1ec9 c\u00f2n 18 t\u00e0u\/ng\u00e0y t\u1eeb 1-2-2024. Hai li\u00ean minh THE v\u00e0 OCEAN \u0111\u00e3 th\u00f4ng b\u00e1o chuy\u1ec3n h\u01b0\u1edbng l\u1ed9 tr\u00ecnh m\u1ed9t s\u1ed1 tuy\u1ebfn d\u1ecbch v\u1ee5 \u00c1 \u2013 B\u1edd \u0110\u00f4ng M\u1ef9 qua k\u00eanh \u0111\u00e0o Suez.<\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, h\u1ea1n h\u00e1n \u0111\u00e3 l\u00e0m h\u1ea1n ch\u1ebf m\u1edbn n\u01b0\u1edbc t\u00e0u (draft) qua k\u00eanh \u0111\u00e0o gi\u1ea3m t\u1eeb 50 feet (15 m\u00e9t) xu\u1ed1ng 44 feet (13,4 m\u00e9t), \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn vi\u1ec7c x\u1ebfp h\u00e0ng. C\u00e1c con t\u00e0u \u0111\u1ea7y h\u00e0ng c\u1ea7n m\u1edbn n\u01b0\u1edbc s\u00e2u h\u01a1n m\u1ee9c 44 feet n\u00e0y. Theo t\u00ednh to\u00e1n, c\u1ee9 m\u1ed7i foot (kho\u1ea3ng 30 cen ti m\u00e9t) m\u1edbn n\u01b0\u1edbc gi\u1ea3m s\u1ebd l\u00e0m s\u1ee9c ch\u1edf c\u1ee7a t\u00e0u h\u00e0ng gi\u1ea3m \u0111i 350 TEU. V\u1eady v\u1edbi hi\u1ec7n tr\u1ea1ng gi\u1ea3m m\u1edbn 6 feet (1,8 m\u00e9t), s\u1ee9c ch\u1edf gi\u1ea3m \u0111\u1ebfn 2.100 TEU cho m\u1ed7i con t\u00e0u.<\/p>\n

Nguy c\u01a1 t\u1eafc ngh\u1ebdn c\u00f9ng l\u00fac \u1edf c\u1ea3 hai k\u00eanh \u0111\u00e0o Suez v\u00e0 Panama g\u00e2y \u1ea3nh h\u01b0\u1edfng tr\u1ea7m tr\u1ecdng cho giao th\u01b0\u01a1ng \u1edf c\u1ea3 hai h\u00e0nh lang \u00c1 \u2013 \u00c2u v\u00e0 \u00c1 \u2013 B\u1eafc M\u1ef9, \u0111\u1eb7t c\u00e1c h\u00e3ng t\u00e0u bi\u1ec3n v\u00e0o th\u1ebf ti\u1ebfn tho\u00e1i l\u01b0\u1ee1ng nan khi ch\u00ednh Suez l\u00e0 k\u1ebf ho\u1ea1ch d\u1ef1 ph\u00f2ng cho tuy\u1ebfn h\u1ea3i h\u00e0nh qua Panama trong khi l\u1ef1a ch\u1ecdn \u0111i v\u00f2ng qua m\u0169i H\u1ea3o V\u1ecdng s\u1ebd l\u00e0m \u0111\u1ed9i th\u00eam chi ph\u00ed v\u00e0 k\u00e9o d\u00e0i th\u1eddi gian v\u1eadn chuy\u1ec3n.<\/p>\n

Vi\u1ec7c r\u1ee7i ro \u0111\u1ee9t g\u00e3y c\u00f9ng l\u00fac t\u1ea1i hai \u201cy\u1ebft h\u1ea7u\u201d c\u1ee7a h\u00e0ng h\u1ea3i to\u00e0n c\u1ea7u kh\u00f4ng th\u1ec3 gi\u1ea3i quy\u1ebft ngay trong m\u1ed9t s\u1edbm m\u1ed9t chi\u1ec1u d\u01b0\u1eddng nh\u01b0 l\u00e0 b\u00f3ng \u0111en c\u1ee7a hi\u1ec7n t\u01b0\u1ee3ng thi\u00ean nga \u0111en (Black Swan), l\u00e0m d\u1ea5y l\u00ean m\u1ed1i lo ng\u1ea1i kh\u1ee7ng ho\u1ea3ng \u0111\u1ee9t g\u00e3y chu\u1ed7i cung \u1ee9ng to\u00e0n c\u1ea7u m\u1ed9t l\u1ea7n n\u1eefa v\u00e0 gi\u00e1 c\u01b0\u1edbc t\u00e0u bi\u1ec3n s\u1ebd c\u00f3 nguy c\u01a1 t\u0103ng v\u1ecdt trong ng\u1eafn h\u1ea1n nh\u01b0 \u0111\u00e3 t\u1eebng x\u1ea3y ra trong \u0111\u1ea1i d\u1ecbch Covid-19 v\u1eeba qua.<\/p>\n

Theo B\u00e1o thesaigontimes.vn<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

N\u0103m 2024 \u0111\u01b0\u1ee3c nh\u1eadn \u0111\u1ecbnh l\u00e0 m\u1ed9t n\u0103m \u0111\u1ea7y kh\u00f3 kh\u0103n v\u00e0 th\u00e1ch th\u1ee9c cho v\u1eadn t\u1ea3i bi\u1ec3n container to\u00e0n c\u1ea7u n\u00f3i ri\u00eang, ng\u00e0nh logistics n\u00f3i chung. C\u00e1c doanh nghi\u1ec7p logistics c\u1ea7n nh\u1eadn th\u1ee9c r\u00f5 nh\u1eefng kh\u00f3 kh\u0103n, th\u00e1ch th\u1ee9c n\u00e0y \u0111\u1ec3 \u0111\u1ec1 ra nh\u1eefng chi\u1ebfn l\u01b0\u1ee3c, ch\u00ednh s\u00e1ch kinh doanh t\u1ed1i \u01b0u, h\u1ea7u mong […]<\/p>\n","protected":false},"author":4,"featured_media":3323,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-3316","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-chuyen-nganh"],"acf":[],"_links":{"self":[{"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/posts\/3316","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/comments?post=3316"}],"version-history":[{"count":2,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/posts\/3316\/revisions"}],"predecessor-version":[{"id":3320,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/posts\/3316\/revisions\/3320"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/media\/3323"}],"wp:attachment":[{"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/media?parent=3316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/categories?post=3316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/esl-vn.com\/wp-json\/wp\/v2\/tags?post=3316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}