Usondela ekupheleni kuka-2020, umhlaba ubheka emuva onyakeni ongafani nezinye izinkumbulo zabantu abaningi. Impahla yasemoyeni ibingafani nayo: izitayela ezijwayelekile, ezisungulwe eminyakeni eminingi, bezingeyona inkomba nakancane ngokwenzekile empeleni. Ukuguquguquka, kokubili ngamanani nangamanani, bekuyinto yosuku ezimakethe eziningi ngonyaka we-2020.

NgoNovemba kwehle umthamo wevolumu emhlabeni wonke we-12.6% unyaka nonyaka (i-YoY), iphesenti lokwehla okuye kwaba cishe okujwayelekile engxenyeni yesibili yonyaka we-2020. Lokhu kuhlanganiswe nokukhuphuka kwesilinganiso / isivuno se-YoY esiqine kakhulu (nge-USD ) kusukela ezinyangeni ezihlanyayo zika-Ephreli noMeyi: + 79% YoY, ukwanda okuphezulu kakhulu kunezinyanga ezedlule. Izithelo / amanani entengo ngoNovemba imvamisa angaba ngu-4% ngaphezu kwalawo ka-Okthoba; kulo nyaka ukunyuka kube ngu-11.2%, kusuka ku-USD 2.97 kuya ku-USD 3.30 (ivolumu yehle nge-2% MoM). Sivele sibike ngalo mkhuba kuzibuyekezo zethu zamasonto onke.

I-Asia Pacific yisona kuphela isifunda esidabuka esakhulisa ibhizinisi laso lezimpahla phakathi kwenyanga ka-Okthoba noNovemba (ngo-3.2%). Ngokumangazayo, isivuno / amanani avela e-Afrika naseMESA (Middle East naseNingizimu Asia) kwehle i-MoM. Akumangalisi ukuthi, njengoba unikezwe ama-oda amakhulu we-'PPE-izimpahla ', ukuthunyelwa okungaphezulu kwama-5000 kgs kukhule i-YoY, ngenkathi wonke amakhefu amancane okusinda elahlekile phakathi kwe-16% kanye ne-29% YoY. Isibalo esibi kakhulu sangoNovemba kwakungalesi: ukuthuthwa komoya wezinsalela zabantu kukhule ngo-8% YoY…

Umthamo jikelele ukhuphuke ngo-1% kusukela ngo-Okthoba kuya kuNovemba: umthamo wezimpahla wehle ngo-1% MoM, kanti umthamo wezimpahla ezindizeni zabagibeli ukhuphuke ngo-3%. Izici zokulayisha ezindizeni zabagibeli zikhuphuke ngo-1% -point, kanti ezindizeni ezithwala impahla zehlile (ukwehla okuncane kwe-1%).

Ukubiza imakethe yezimpahla zomoya kushisa, mhlawumbe kungaba wukubukelwa phansi konyaka. Amathrendi ajwayelekile avela ezinsukwini zangaphambi kwe-COVID abukeka njengezinkumbulo ezifiphele nje. Bheka isivuno / amanani entengo kaNovemba wezinye izimakethe ezinkulu emhlabeni:

- Isilinganiso Esiphakeme Kunazo Zonke: Hong Kong iye e-USA Midwest: USD 6.88 / kg
- Ukwanda okuphezulu kakhulu kweYoY: United Kingdom kuya e-USA North East: + 289%
- Ushintsho oluphelele kakhulu lwe-YoY: I-China East iye e-USA Midwest: + USD 3.43
- Ushintsho oluphakeme kakhulu lwamaphesenti vs Okthoba 2020: ISouth Korea iye eJalimane: + 58%.

Ngalo lonke ushintsho kulo nyaka, into eyodwa engakashintshi neze kwakuyiphethini yomgwaqo yezindiza. Njengephesenti lebhizinisi labo selilonke, ithrafikhi evela, noma eyenzelwe, izisekelo zamakhaya abo, isanda kusuka ku-40% yaya ku-39% kusukela ngoNovemba 2019. Izindiza ezindiza e-Asia Pacific ziyaqhubeka nokuthola amaphuzu aphezulu ku- “home-grown / home- amavolumu aboshiwe ”(eshintsha kusuka ku-56% kuya ku-58%), ngenkathi izindiza ezinze eMESA zithuthukisa isikhundla sazo" njengompetha bezimoto ezihamba ezweni lesithathu "(kusuka ku-28% kuya ku-25%).

Isiphetho semvelaphi yesifunda ngasinye esiphezulu kakhulu-3 ngo-2020 bekungeke kwehluke kakhulu. Emadolobheni ayi-18 esiwabukezile, amathathu akhulisa ibhizinisi lawo yize kwehle kakhulu emhlabeni: iShanghai, iBogota neSantiago de Chile. Amanye ama-15 alahlekelwe yibhizinisi, kepha ngezindlela ezehluke kakhulu. Emadolobheni anjengeCairo, iLondon neMumbai, kufanele ukuthi kuthuse amasistimu abo ukubona ukuthi ibhizinisi elivela kubo lehle kakhulu kakhulu kunesilinganiso somhlaba wonke esingu-16% (Jan-Nov 2020). Kepha kulo nyaka ongajwayelekile, ushintsho lwevolumu cishe luyingxenye encane yendaba. Thatha udaba lweChicago: ibhizinisi eliphumayo lehle ngo-9% (Jan-Nov YoY), kepha lathola imali engu-10% ngaphezulu yezindiza. Ngasikhathi sinye, imali engenayo yezindiza evela kuthrafikhi engenayo eya eChicago inyuke ngo-92% we-YoY omangalisayo. Ingabe izinto zingathola noma ngubani ongamazi?

Okokugcina, kodwa okungenani, izibalo zokuqala zesigamu sokuqala sikaDisemba. Umthamo womhlaba wonke wawungu-2% ngaphezulu uma kuqhathaniswa nengxenye yokuqala kaNovemba, okukhombisa ukuthambekela okungcono kwe-MoM kunesimo esivela ngo-Okthoba kuya kuNovemba. Izifunda zasekuqaleni ezinokunyuka okukhulu kwevolumu kwakungu-Afrika (+ 21%) neCentral & South America (+ 8%). Izici zomthwalo zibonisa ukwanda okungaguquki, yize kukuncane, kusukela ekuqaleni kukaNovemba. Izithelo / izilinganiso ezijwayelekile zomhlaba wonke (nge-kg) zifinyelele ezingeni le-USD 3.32 evikini lesibili likaDisemba, amasenti amabili ngaphezulu kwesilinganiso sikaNovemba.