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Πτώση στα φορτία του Πειραιά έως και πάνω από 30% «βλέπει» η DBRS
  • 07 Feb 2024
  • επικαιρότητα

Oι δυσμενείς χειμερινές καιρικές συνθήκες στη Βόρεια Ευρώπη και η τρέχουσα κρίση στην Ερυθρά Θάλασσα θα έχουν προσωρινά αρνητικές επιπτώσεις στις λειτουργίες των λιμένων εμπορευματοκιβωτίων σε όλη την Ευρώπη, όπως εκτιμά η DBRS.

«Αναμένουμε ότι η κρίση στην Ερυθρά Θάλασσα θα έχει μεγαλύτερο αντίκτυπο στα λιμάνια της Ανατολικής και Νότιας Μεσογείου, αντ' αυτού, με κάποια προσωρινή μείωση του όγκου, ενώ τα κύρια λιμάνια προσέλευσης στη Βόρεια Ευρώπη αναμένεται να έχουν περιορισμένο αντίκτυπο και μπορεί να δουν ακόμη και μια πίεση σε επίπεδο χωρητικότητας δεδομένων των καθυστερήσεων λόγω μεγαλύτερων ταξιδιών. Αντισταθμιστικά της πιθανής μείωσης του όγκου, τα λιμάνια γενικά έχουν ένα μέρος των εσόδων τους βάσει μακροπρόθεσμων συμβολαίων, γεγονός που τους προστατεύει από περαιτέρω αστάθεια των εσόδων τους. Συνολικά, αναμένουμε ότι αυτές οι πιέσεις θα επιλυθούν βραχυπρόθεσμα, με πιο σημαντικό αντίκτυπο από τα μέσα Φεβρουαρίου και μετά, όταν τα πλοία που επαναδρομολογούνται αρχίσουν να φτάνουν στους τελικούς προορισμούς τους» αναφέρει ο οίκος αξιολόγησης.

Από την άλλη πλευρά, τα χαμηλά επίπεδα νερού στη Διώρυγα του Παναμά λόγω των έντονων ξηρασιών προκαλούν επίσης επιπλέον διαταραχές στο παγκόσμιο εμπόριο. Ο συνολικός αριθμός διελεύσεων μέσω της Διώρυγας του Παναμά είναι περίπου 40% χαμηλότερος από ό,τι πριν από ένα χρόνο. Αυτό αναμένεται να έχει επίσης αντίκτυπο στα λιμάνια των ΗΠΑ, με την Ανατολική Ακτή να επηρεάζεται δυνητικά περισσότερο από τη Δυτική Ακτή.

Στην Ελλάδα, για το λιμάνι του Πειραιά, το πέμπτο μεγαλύτερο λιμάνι εμπορευματοκιβωτίων στην Ευρώπη, οι όγκοι ήταν μέχρι στιγμής αρκετά σταθεροί με μικρό αντίκτυπο από την κρίση στην Ερυθρά Θάλασσα. Ωστόσο, η DBRS αναμένει μια πτώση φορτίου περίπου 30% ή και περισσότερο. «Θα συνεχίσουμε να παρακολουθούμε την κατάσταση, ειδικά όταν πλοία που προέρχονται από την Ασία και τη Μέση Ανατολή αρχίσουν να φτάνουν στην Ευρώπη.

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