Suez Canal se phir se ships ka movement badh gaya hai, traffic ab **50%** level cross kar chuka hai. Iska seedha asar Indian exporters par padega jinke freight rates kaafi gir gaye hain.
Logistics ka chakkar aur exporters ki rahat
Finally, Suez Canal wala route phir se khul gaya hai! Pichle 3 saalon se jo ships ko Africa ke lambe raste (Cape of Good Hope) se ghum kar jana pad raha tha, ab wo Suez Canal se nikal sakenge. Isse transit time 10 se 12 din tak kam ho gaya hai, jo Indian manufacturers ke liye kisi jackpot se kam nahi hai.
Freight rates mein kitni girawat aayi?
Numbers ki baat karein toh, Tuticorin jaise ports se Europe ke liye jo freight rates pehle $6,100 se $7,000 tak pohunch gaye the, wo ab ghat kar $2,350 se $2,450 ki range mein aa gaye hain. Textile aur Engineering companies ke liye ye cost-saving kaafi badi hai, kyunki high freight rates direct unke profit margins ko kha rahe the.
Investors ke liye kya hai insight?
Ab seedha logic ye hai ki agar operational expenses kam honge, toh companies ka bottom line (net profit) improve hoga. Maersk aur MSC jaise bade players ne phir se is route ka use shuru kar diya hai, jisse supply chain ki bottleneck clear ho rahi hai. Lekin, yaad rakhein ki global situation abhi bhi thodi sensitive hai aur war-risk insurance premiums jaise factors par nazar rakhna zaroori hai. Aane wale quarterly results mein margins ka impact check karna mat bhoolna!