Pubblicato in: India, Logistica

India. Piano infrastrutturale da 25,000 km di superstrade e ferrovie.

Giuseppe Sandro Mela.

2022-02-11.

India 013

«India’s government aims to expand the national highways network by 25,000 kilometres in the upcoming fiscal as part of PM Gati Shakti plan, a platform to track infrastructure projects»

«Overall, the Gati Shakti plan encompasses seven engines — roads, railways, airports, ports, mass transport, waterways, and logistics infrastructure»

«Railways will offer new products for small farmers and MSMEs, integrate coastal and railway network»

«‘One station, one product’ concept will be popularized to help local businesses»

«400 new-generation Vande Bharat trains will be developed and manufactured in the next three years»

«100 PM Gati Shakti cargo terminals will be developed in the next three years»

«2,000 km under Kavach for safety and capacity augmentation»

«For hilly areas, according to Sitharaman, a National Ropeways Development Programme will be taken up on public-private partnership mode»

«Contracts for eight ropeway projects for 60 km will be awarded in 2022-23»

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Tutti i paesi hanno un estremo bisogno di poter usufruire di infrastrutture alle stato dell’arte, dalle centrali elettriche ad una rete stradale e ferroviaria che permetta la agevole circolazione di mezzi, merci e persone. Senza la infrastruttura delle strade e delle ferrovie, e dei relativi ponti e gallerie, resterebbe difficoltoso il trasporto dei beni prodotti ai centri di consumo.

Il progetto indiano tiene conto della vastità del paese e della necessità di migliorare questa infrastruttura strategica.

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PM Gati Shakti Master Plan In Budget 2022 Aims To Boost Rail, Road Network.

India’s government aims to expand the national highways network by 25,000 kilometres in the upcoming fiscal as part of PM Gati Shakti plan, a platform to track infrastructure projects.

The master plan for expressways will be formulated in 2022-23 to facilitate faster movement of people and goods, Finance Minister Nirmala Sitharaman said in her Budget 2022 speech on Tuesday. “Rs 20,000 crore will be mobilised through innovative ways of financing to complement the public resources.”

Overall, the Gati Shakti plan encompasses seven engines — roads, railways, airports, ports, mass transport, waterways, and logistics infrastructure.

                         Key Highlights On PM Gati Shakti Masterplan:

– Railways will offer new products for small farmers and MSMEs, integrate coastal and railway network.

– ‘One station, one product’ concept will be popularized to help local businesses.

– 400 new-generation Vande Bharat trains will be developed and manufactured in the next three years.

– 100 PM Gati Shakti cargo terminals will be developed in the next three years.

– 2,000 km under Kavach for safety and capacity augmentation.

The finance minister also said “innovative ways of financing and faster implementation” will be encouraged for building metro systems and that designs of these will be “re-oriented for Indian needs”.

Multimodal connectivity between mass urban transport and railway stations, she said, will be facilitated “on priority”.

For hilly areas, according to Sitharaman, a National Ropeways Development Programme will be taken up on public-private partnership mode. This scheme may also cover congested urban areas.

Contracts for eight ropeway projects for 60 km will be awarded in 2022-23. Besides, Rs 1 lakh crore will be allocated to states to be used for PM Gati Shakti and other related productive capital investment. It will include components for:

– Supplemental funding for priority segments of PM Gram Sadak Yojana, including support for the states’ share,

– Digitisation of the economy, including digital payments and completion of fiber optic network,

and

– Reforms related to building byelaws, town planning schemes, transit-oriented development, and transferable development rights.

Shares of railway services provider IRCTC Ltd., road builders such as Dilip Buildcon Ltd., PNC Infratech Ltd. and Ashoka Buildcon gained between 2.6% and 4.2% after the announcement.

Pubblicato in: Banche Centrali, Commercio, Devoluzione socialismo, Logistica

Italia. Gasolio per autotrazione +22.3% Gen22 su Gen21. Poi c’è il resto.

Giuseppe Sandro Mela.

2022-02-10.

Pompa Benzina e Diesel 001

                         In sintesi.

– Se un anno fa il prezzo del diesel alla pompa era di 1,35 al litro, oggi è pari a 1,65 euro (+22,3%)

– rispetto a 12 mesi fa, un autotrasportatore ha subito un incremento di costo di quasi 8.600 euro per ogni automezzo

– il peso delle accise sul prezzo alla pompa dei carburanti è impressionante: sulla benzina verde incide per il 41%, sul gasolio per autotrazione per il 37,5% e sul Gpl per il 18%

– in Italia il 70% circa delle merci viaggia su gomma e l’89% del traffico merci su strada è ad appannaggio del trasporto nazionale

– Sulla Reggio Calabria-Roma e la Genova-Bari, infine, gli aumenti per ogni veicolo sono rispettivamente di 120 e di 156 euro

– il numero di imprese di autotrasporto presenti in Italia è pari a 98.5174

* * * * * * *

Questi dati si commentano da soli.

Questi aumenti dei costi sulla distribuzione su gomma sono immediati, e si ripercuotono inevitabilmente sui costi al consumo, dai grossisti ai supermercati fino ai piccoli negozi, per tutte le tipologie merceologiche, alimentari compresi.

Ma nulla esclude che nel corso del 2022 questi costi continuino a salire.

* * * * * * *


L’aumento del costo del gasolio per un Tir supera gli 8.600 euro l’anno.

Lo ha calcolato la Cgia di Mestre. Il costo del pieno per un mezzo pesante di oltre 11 tonnellate è salito di 150 euro.

* * * * * * *

L’incremento dei costi legati all’energia di questi ultimi mesi non ha interessato solo la luce e il gas, ma anche il gasolio per autotrazione. Se un anno fa il prezzo del diesel alla pompa era di 1,35 al litro, oggi è pari a 1,65 euro (+22,3%). Pertanto, il costo del pieno per un mezzo pesante di oltre 11 tonnellate è salito di 150 euro.

Alla luce del fatto che un Tir percorre mediamente 100 mila km all’anno e consuma 3,5 litri circa al chilometro, rispetto a 12 mesi fa, un autotrasportatore ha subito un incremento di costo di quasi 8.600 euro per ogni automezzo. I calcoli sono stati realizzati dall’Ufficio studi della Cgia.

A seguito della ripresa degli spostamenti e dell’impennata del prezzo alla pompa della benzina, del diesel e del Gpl per autotrazione, l’Ufficio studi della Cgia ha stimato che nel 2021 l’erario ha incassato un maggior gettito di circa 1 miliardo di euro. Perché mai il fisco ha beneficiato di questo extra-gettito? A fronte dell’aumento dei prezzi del greggio registrato a partire dall’inizio del 2021, per lo Stato, che applica sulla base imponibile dei carburanti l’Iva al 22 per cento, il gettito è aumentato.

Se poi teniamo conto che questa base imponibile contiene anche le accise, questo è un tipico esempio di doppia tassazione, ovvero di “una tassa sulle tasse”.

Per questo motivo gli artigiani mestrini chiedono al governo di restituire agli italiani, in particolar modo agli autotrasportatori e a chi utilizza quotidianamente un autoveicolo per ragioni professionali (taxisti, autonoleggiatori, agenti di commercio, etc.), questo “tesoretto” da 1 miliardo di euro, aumentando, ad esempio, il credito di imposta sui carburanti che ai trasportatori viene riconosciuto trimestralmente.

Si segnala, infatti, che il peso delle accise sul prezzo alla pompa dei carburanti è impressionante: sulla benzina verde incide per il 41%, sul gasolio per autotrazione per il 37,5% e sul Gpl per il 18%.

Ricordando che in Italia il 70% circa delle merci viaggia su gomma e che l’89% del traffico merci su strada è ad appannaggio del trasporto nazionale, nell’ultimo anno sulle principali tratte autostradali un Tir di portata superiore alle 11 tonnellate per percorrere la Venezia-Torino ha subito un incremento di costo, rispetto a un anno fa, di 69 euro. Sulla Milano-Roma, la Bologna-Napoli e la Roma-Trento, invece, il rincaro si aggira attorno ai 100 euro.

Sulla Reggio Calabria-Roma e la Genova-Bari, infine, gli aumenti per ogni veicolo sono rispettivamente di 120 e di 156 euro. Secondo le ultime statistiche disponibili del Centro di Elaborazione Dati (Ced) del Ministero delle infrastrutture e della mobilità sostenibili, il numero di imprese di autotrasporto presenti in Italia è pari a 98.5174. Il Ced, inoltre, segnala che in Italia ci sono 1.685 attività di autotrasporto sospese e 16.877 imprese che, nonostante siano iscritte, non hanno veicoli.

Queste ultime sono attività su cui da tempo il Comitato Centrale ha avviato procedure di accertamento. Pur essendo previsto dalla normativa vigente l’esercizio della professione anche con veicoli non di proprietà, da una prima analisi è emerso che si tratta in molti casi di imprese che non hanno più i requisiti per essere iscritte all’Albo dell’autotrasporto.

Al di là di queste precisazioni, a livello regionale la Lombardia è la realtà territoriale che presenta il numero più elevato: 14.131. Seguono l’Emilia Romagna (10.532), la Campania (9.436), il Veneto (9.171) e il Lazio (8.937). A livello provinciale, invece, è Roma a registrare il numero più importante: 6.199. Seguono Napoli (4.502), Milano (4.000), Torino (2.962), Palermo (2.494), Bari (2.396), Salerno (2.393), Bologna (2.371) e Brescia (2.163).

Pubblicato in: Cina, Logistica

Indocina. La ferrovia Kunming – Bangkok sarà inaugurata a dicembre.

Giuseppe Sandro Mela.

2021-11-23.

Ferrovia Kunming - Bangkok 001

Basta dare una rapida occhiata alla cartina per comprendere quanto la linea ferroviaria ad alta velocità Kunming – Bangkok sia strategicamente importante. Collegando il porto di Bangkok alla Cina consente di avviare le merci cinesi saltando il periplo dell’Indocina.

* * * * * * *

«The Boten–Vientiane railway (often referred to as the China–Laos railway) is a 414 kilometres (257 mi) 1,435 mm (4 ft 8+1⁄2 in) standard gauge electrified railway under construction in Laos, between the capital Vientiane and the small town of Boten on the border with China. It is the most expensive and largest project ever to be constructed in Laos.

In the north the line will be connected to the Chinese rail system in Mohan, through the Yuxi–Mohan railway. In the south it meets the existing metre-gauge railway in Thanaleng, linking it via Nong Khai in Thailand to Bangkok. A high-speed, standard gauge extension to Bangkok is also under construction. When finished, the Boten–Vientiane railway will form an important part of the Kunming–Singapore railway.

China aims to build a 5,500-km trans-Asia railway, which begins in Yunnan’s provincial capital Kunming and travels through Laos, Myanmar, Thailand, Vietnam, Cambodia and Malaysia, before ending in Singapore, according to Ding He, a deputy project manager for the China–Laos railway project. The Boten–Vientiane railway is part of the Belt and Road Initiative.» [Fonte]

* * *

«It will be on December 2 when we are to complete the railway construction and make it ready for full operation»

«In the southern end of the railway in Vientiane, the China Railway No. 5 Engineering Group (CREC-5) has completed the construction of the main structure of the longest bridge along the China-Laos Railway, the Phonethong super major bridge with a length of 7,528.56 meters and 231 piers»

«an operating speed of 160 km per hour.» [Fonte]

* * *


All China-Laos Railway stations in Laos conclude debut shows

All the 10 China-Laos railway stations in Laos have concluded their debut shows, the Laos-China Railway Co., Ltd. (LCRC) told Xinhua on Friday.

According to the LCRC, a joint venture based in Lao capital Vientiane in charge of the construction and operation of the railway, the last station in Luang Prabang, some 220 km north of Vientiane, built by China Railway Construction Group Co., Ltd. (CRCG), completed its outer facade decoration on Wednesday.

The Luang Prabang Station, the second largest station after the Vientiane Station, consists of two platforms with four track lines.

With abundant experiences of station construction in China, the CRCG engineers combined the classic Chinese architecture’s door style with elements of Lao national flower of Dok Champa in the design and building of the station’s door posts, door beams and facade, reflecting the aesthetic culture of the two countries.

The China-Laos Railway is a docking project between China’s Belt and Road Initiative and Laos’ strategy to convert itself from a landlocked country to a land-linked hub.

The electrified passenger and cargo railway is built with the full application of Chinese management and technical standards. The construction of the project started in December 2016 and is scheduled to be completed and open to traffic in December 2021. Enditem

* * * * * * *

Il su citato articolo riporta le fotografie delle nuove stazioni, che si presentano funzionali ed estetiche.

Pubblicato in: Cina, Commercio, Devoluzione socialismo, Logistica, Stati Uniti

California. Inefficienza dei porti induce rottura della catena di approvvigionamento.

Giuseppe Sandro Mela.

2021-11-01.

2021-10-26__ California Porti 001

I porti californiani, ai quali attraccano i cargo della rotta del Pacifico, sono congesti ed inefficienti. Si determinano lunghi periodi passati in rada in attesa dell’attracco e tempi geologici per lo scarico dei container.

Si forma così un imponente collo di bottiglia che induce il severo malfunzionamento della catena di approvvigionamento a livello nazionale.

2021-10-26__ California Porti 002

Questo tema è stato oggetto di una analisi approfondita e dettagliata

With A Record 79 Container Ships Waiting Off The SoCal Coast, A Scary Supply-Chain Solution Emerges

dalla quale riporteremo  solo le frasi a nostro parere significative, data la grande estensione del testo, corredato da decine di grafici.

2021-10-26__ California Porti 003

* * * * * * *

2021-10-26__ California Porti 004

«Alas, it was not meant to be, and despite the very serious jawboning coming out of the White House, the time ships are stuck waiting offshore continues to lengthen. There are simply too many vessels arriving with too much cargo for terminals, trucks, trains and warehouses to handle, and according to the Marine Exchange of Southern California, 79 container ships were waiting off Los Angeles and Long Beach on Thursday, yet another all-time record.»

«it is hardly a surprise that container dwell times have steadily increased over the summer and now into the Fall, increasing to an average of 5.9 days in September – up nearly 2.5 days since the April low of 3.6 days»

«the proportion of containers that have been dwelling for longer than five days were 32.8% of total containers in September – up from 13.1% in the spring and 21.2% in September 2020 when dwell time began to accelerate as consumer demand returned.»

«While it is obvious, it is important to note that higher dwell times at the ports and terminals lead to less overall supply chain efficiency and can impact volume throughput. For example, JBHT recently reported during their 3Q21 earnings call that congestion led to lower container turn efficiency to 1.62 from the end of 2Q21»

«Chassis also saw accelerated street dwell times in the most recent week (week 40) in the Port of L.A. and Long Beach. August (Weeks 37-39) averaged a street dwell time of 7 days before increasing to 9.0 days in Week 40 for 20 ft. chassis. 40/45 ft. chassis similarly jumped in mid-October to 10 days from the 8.5 day average over the previous three weeks»

«It’s not all bad news: in recent weeks, rails have seen an opposite trend as fluidity has continued to improve in their networks starting at the ports, decreasing their average dwell time to 5.5 days in September from 11.8 day high in June»

«On a roll, Goldman then makes another patently obvious observation, noting that congestion at the ports ultimately leads to higher rates in ocean freight, and it can also have an impact to air and truck rates as well»

«To be sure, as noted above, while prices have started to abate from record levels in mid-September in ocean freight (don’t get your hopes up – this is entirely due to another temporary lockdown in Chinese supply chains, a result of the reduction in manufacturing due to China’s ongoing power crunch and energy crisis), they still increased +350% YoY in the week ending October 15. Prices will remain elevated until congestion abates or demand normalizes; it is unclear when either of these will happen»

«→→ More ominously, as of October 18, airfreight from Hong Kong to North America was $10.45 per Kg, up +97% YoY from $5.31 ←←»

«That means inducing another artificial recession to cripple demand, something which we doubt the Democrats controlling the 78-year-old in the White House will be able to stomach»

2021-10-26__ California Porti 005

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2021-10-26__ California Porti 006

Pessima organizzazione del lavoro, carenza di scaricatori professionalmente ben formati, carenza di autotrasportatori, sono tutte componenti di questa situazione kafkiana. A ciò si aggiunga il fatto che scaricatori ed autotrasportatori ricevono emolumenti miseri in rapporto al lavoro che fanno, specie poi tenendo conto dell’inflazione in crescita.

E queste sono figure professionali non certo rimpiazzabili con degli immigrati senza arte né parte.

Pubblicato in: Devoluzione socialismo, Economia e Produzione Industriale, Logistica

Egitto. Siemens costruirà una Tav fino a Luxor.

Giuseppe Sandro Mela.

2021-10-07.

Egitto 013

«Egypt is building a $4.5 billion high-speed rail line»

«Passengers and cargo will soon be able to shoot through the Egyptian desert aboard a high-speed train, in a first for the country»

«The high-speed and electrified main rail line will connect Cairo to the New Administrative Capital and surrounding new cities»

«German company Siemens Mobility signed a contract with Egypt’s National Authority for Tunnels (NAT) earlier this month to build the initial 660 kilometers out of the planned 1,800-kilometer network, creating “a Suez Canal type of link on the tracks.”»

«Siemens will sign contracts to build the next two lines in the network, connecting the Greater Cairo region with Aswan, and Luxor via Hurghada to Safaga»

«The first line will link the port cities of Ain Sokhna on the Red Sea to Marsa Matrouh and Alexandria on the Mediterranean. According to the company, the first section of this line will be operational in 2023»

«[The train] will cut travelling times and it will make rail the most effective choice of travel»

«the connection will transport more than 30 million people per year and will cut travel time by as much as 50%, while also increasing freight capacity by 15%»

«Siemens Mobility says it will provide the core technologies — high-speed trains, commuter trains and rail infrastructure — while NAT will build the civil structure, such as tunnels and bridges. To complete the project, it says 15,000 local jobs will be created»

«This first line is only part of the whole thing»

* * * * * * *

Il sistema economico egiziano è in pieno sviluppo. Il pil ppa procapite vale ora 11,951.45 Usd.

Sarebbe però da notare un solo elemento degno di valore.

«EU renews Egypt sanctions for 1 year

The EU has renewed sanctions on Egypt for 1 year until 22 March 2021. Council Implementing Regulation (EU) 2020/416 and Council Decision (CFSP) 2020/418. The Council has amended President’s Mubarak’s entry to say that he has died, but his “activities are subject to judicial proceedings or an asset recovery process by the Egyptian authorities following a final court ruling»

*

«EU sanctions (asset freeze) relating to Egypt were first imposed in 2011, by Council Decision 2011/172/CFSP and Council Regulation (EU) No 270/2011, in the aftermath of the Arab Spring.»

*

Berlin concerned over human rights violations in Egypt

«There has been growing criticism of Egypt’s human rights record under President Abdel-Fattah al-Sisi

Germany on Friday expressed concern over continuing human rights violations in Egypt, urging the Arab state to respect civic rights as well as freedom of expression and press freedom. ….»

* * * * * * *

Orbene. Quando vogliono tenere la lezione agli altri i tedeschi salgono in cattedra e sanzionano duramente quanti non la pensino come loro. È il loro vizietto.

Ma quando entrano di scena i baiocchi, la musica cambia ed i tedeschi degli human right non se ne fanno proprio nulla.

* * * * * * *


Egypt is building a $4.5 billion high-speed rail line.

Passengers and cargo will soon be able to shoot through the Egyptian desert aboard a high-speed train, in a first for the country.

The high-speed and electrified main rail line will connect Cairo to the New Administrative Capital and surrounding new cities.

German company Siemens Mobility signed a contract with Egypt’s National Authority for Tunnels (NAT) earlier this month to build the initial 660 kilometers out of the planned 1,800-kilometer network, creating “a Suez Canal type of link on the tracks.”

The first line will link the port cities of Ain Sokhna on the Red Sea to Marsa Matrouh and Alexandria on the Mediterranean. According to the company, the first section of this line will be operational in 2023.

Siemens, which is partnering on the project with Orascom Construction S.A.E. and The Arab Contractors, says the total contract is worth around $4.5 billion, of which its share is approximately $3 billion.

                         A ‘Suez Canal on tracks’

Egypt’s population is over 100 million, having more than doubled since 1980. Cairo, with a population of around 20 million, is sprawling into the surrounding desert.

To cater to that growth, the fast train fits within a wider set of infrastructure spending in Egypt, including its new capital 30 miles east of Cairo.

“[The train] will cut travelling times and it will make rail the most effective choice of travel,” Micheal Peter, Siemens Mobility’s CEO, tells CNN. “In Egypt the population is growing, the economy is growing — so it will attract a lot more traffic and the question is which type of transportation will people and goods use.”

According to Siemens, the connection will transport more than 30 million people per year and will cut travel time by as much as 50%, while also increasing freight capacity by 15%.

“The high-speed train will strengthen the infrastructure of the areas it passes through and help achieve urban sprawl,” said Kamel El-Wazir, Egyptian minister of transport, in a press release.

The hope is the line will also help promote tourism — an industry the country relies on heavily.

                         A mega project

Siemens Mobility says it will provide the core technologies — high-speed trains, commuter trains and rail infrastructure — while NAT will build the civil structure, such as tunnels and bridges. To complete the project, it says 15,000 local jobs will be created.

“Completion should be somewhere around 2027,” says Peter. “We have good experience in executing these types of mega projects.”

In addition, Siemens says the electrified system will cut carbon emissions by 70%, compared to the current emissions from car and bus transportation.

Peter says that Siemens will sign contracts to build the next two lines in the network, connecting the Greater Cairo region with Aswan, and Luxor via Hurghada to Safaga.

“This first line is only part of the whole thing,” he says. “I foresee a signature very soon.”

Pubblicato in: Commercio, Devoluzione socialismo, Logistica

Mondo. La catena degli approvvigionamenti continua a peggiorare.

Giuseppe Sandro Mela

2021-09-01.

2021-08-28__ Trasporti 001

«The World Economy’s Supply Chain problem keeps getting worse»

«Supply chain shortfalls that were temporary now look like they will last well into next year as rising delta volumes ramp up factory output in Asia and disrupt shipping, causing further shocks to the world economy»

«Manufacturers grappling with shortages of key components and high raw material and energy costs are being forced into bidding wars for space on ships, pushing freight rates to records and pushing prices to some exporters»

«We can’t get enough components, we can’t get containers, the cost has gone up significantly»

«the cost of magnets used in the puzzle toy has risen about 50% since March, raising production costs by about 7%»

«China’s determination to stamp out Covid means that even a small number of cases can cause major disruptions in business. This month the government temporarily closed part of the world’s third-busiest container port for two weeks after a dockworker found a delta version»

«→→ the cost of shipping a container from Asia to Europe is almost 10 times higher than in May 2020, while the cost from Shanghai to Los Angeles has exceeded six times ←←»

«In the US, …. Compared to a year ago, the personal consumption expenditure price index is now expected to rise 4% in the third quarter and 4.1% in the fourth quarter, doubling the Federal Reserve’s 2% target»

«Even the mighty Toyota Motor Corp. is impressed. The automaker warned this month that it would suspend production at 14 plants across Japan and cut production by 40% due to supply disruptions, including chip shortages»

«Large retailers have long-term contracts with container lines, but Asian production depends on a network of thousands of small and medium-sized producers who often arrange shipping through logistics firms and freight forwarders»

«→→ 60% to 70% of his customers have cut shipments because of rising costs. ←←»

«many Chinese companies are willing to pay above-market rates to load their goods. So when ships call at ports outside China, they are already almost full»

* * * * * * *

Produrre in un continente per esportare il prodotto in un altro continente si basava sul postulato implicito che i prezzi del trasporto restassero accettabili e stabili.

Questo assunto è crollato negli ultimi nove mesi.

Quando il costo di invio di un container dall’Asia all’Europa è salito di dieci vote in un anno o si riducono le spedizioni oppure si devono aumentare significativamente i prezzi.

A ciò si aggiungano i prezzi in salita delle materie prime, e del loro relativo trasporto.

Si è formata una situazione esplosiva che sosterrà una susseguente grande crisi inflazionistica.

*


The World Economy’s Supply Chain Problem Keeps Getting Worse

Supply Lines is a daily newspaper that tracks business and supply chains disrupted by the pandemic.

Supply chain shortfalls that were temporary now look like they will last well into next year as rising delta volumes ramp up factory output in Asia and disrupt shipping, causing further shocks to the world economy.

Manufacturers grappling with shortages of key components and high raw material and energy costs are being forced into bidding wars for space on ships, pushing freight rates to records and pushing prices to some exporters. Being prompted to increase or simply cancel the shipment altogether.

“We can’t get enough components, we can’t get containers, the cost has gone up significantly,” said Christopher Tse, chief executive officer of Hong Kong-based Musical Electronics Ltd. Cubes.

Tse said the cost of magnets used in the puzzle toy has risen about 50% since March, raising production costs by about 7%. “I don’t know if we can make money out of a Rubik’s Cube because the prices keep changing.”

China’s determination to stamp out Covid means that even a small number of cases can cause major disruptions in business. This month the government temporarily closed part of the world’s third-busiest container port for two weeks after a dockworker found a delta version. Earlier this year, ferries were disabled after some coronavirus cases were discovered in Shenzhen.

“Port congestion and a lack of container shipping capacity could last into the fourth quarter or even mid-2022,” said Hsieh Hye-chuan, president of Taiwan-based Evergreen Marine Corp. Briefing on 20 August. “If the pandemic cannot be effectively controlled, port congestion could be a new normal.”

According to the Drury World Container Index, the cost of shipping a container from Asia to Europe is almost 10 times higher than in May 2020, while the cost from Shanghai to Los Angeles has exceeded six times. The global supply chain has become so fragile that a single, small accident “could easily amplify its impact,” HSBC Holdings Plc. Said in a note.

Chua Hak Bin, senior economist at Maybank Kim Eng Research Pte, said higher freight charges and semiconductor prices could contribute to inflation. in Singapore. In addition, producers, including Taiwan’s Giant Manufacturing Company, the world’s largest bicycle maker, say they will raise prices to reflect increased costs.

In the US, forecasters have downgraded growth projections for this year and raised inflation expectations to 2022, according to the latest monthly survey by Businesshala economists. Compared to a year ago, the personal consumption expenditure price index is now expected to rise 4% in the third quarter and 4.1% in the fourth quarter, doubling the Federal Reserve’s 2% target.

Hong Kong-based coffee-machine maker Eric Chan doesn’t see Crunch easy for months as he adds a supply line that includes hundreds of components to meet growing demand for kitchen appliances.

Chan, chief executive of Town Ray Holdings Ltd., said, “We are stockpiling critical components for one year’s use because if we miss a component, we cannot manufacture the products, which are domestic in Europe. Gets 90% of sales from brand names.” .

The proliferation of the Delta version, especially in Southeast Asia, is making it difficult for many factories to operate at all. In Vietnam, the world’s second largest producer of footwear and clothing, the government has ordered manufacturers to allow workers to sleep in their factories to try to keep exports going.

Even the mighty Toyota Motor Corp. is impressed. The automaker warned this month that it would suspend production at 14 plants across Japan and cut production by 40% due to supply disruptions, including chip shortages.

On the other side of the planet, companies in the UK are grappling with record lows in stocks and retail selling prices rising at their fastest pace since November 2017.

Germany’s recovery is also in danger. A key measure of business confidence in Europe’s largest economy, released on Wednesday by the Munich-based Ifo Institute. Shortages of metals, plastics products and semiconductors, among other goods, have caused further declines than economists had predicted.

What does Businesshala Economics say…

With some major exporters, including Indonesia and Vietnam, still struggling to contain the delta’s outbreak, it is hard to see supply chain bottlenecks resolved any time soon. It could continue the global recovery by slowing production and raising costs, though not derailing it.

Chang Shu, Chief Asia Economist

At the heart of the price pressure is the transportation bottleneck.

Large retailers have long-term contracts with container lines, but Asian production depends on a network of thousands of small and medium-sized producers who often arrange shipping through logistics firms and freight forwarders. In return they are struggling to secure space for customers as shipowners sell to the highest bidders.

According to Michael Wang, an analyst at President Capital Management Corp., about 60% to 70% of shipping deals on the Asia-America route are done through spot or short-term deals. He said auction-style pricing could continue until the Chinese New Year. in February 2022.

Buyer agrees. In Germany, more than half of the 3,000 firms polled by the Association of German Chambers of Industry and Commerce expect widespread supply-chain problems next year.

‘no option’

“No longer do container liners sign long-term agreements, and most deals are done at spot prices,” said Jason Low, CEO of Taiwan’s gym equipment maker Johnson Health Tech Co. He said that it was becoming impossible to estimate and do the shipping cost. Financial planning, but “we have no choice.”

Colin Sung, general manager of Dongguan-based World-Beater International Logistics Co., said a customer had more than 70 containers of goods sitting in a warehouse in Shenzhen because his US buyer did not want to pay shipping costs. Sung said 60% to 70% of his customers have cut shipments because of rising costs.

The problem is even worse for Asian factories outside China. A spokesman for HMM Co., South Korea’s largest container line, said many Chinese companies are willing to pay above-market rates to load their goods. So when ships call at ports outside China, they are already almost full.

Chinese companies that have spent decades shifting production of low-value components to cheaper labor markets in South and Southeast Asia are now faced with the headache of trying to get those parts into factories where they are made into finished products. can be assembled in.

“We’re talking a lot of money to turn things around,” said Sunny Tan, executive vice president of Luen Thai International Group Ltd., which manufactures clothing and leather handbags for global brands.

As factories succumb to lock-downs, manufacturers are forced to move raw materials from one country to another in a game of odd-even bargains. Some have resorted to air-freighting materials from leather to factories to keep production lines running.

Meanwhile, Luen Thai’s Tan, who is also the vice president of the Federation of Hong Kong Industries, is trying to figure out how they will fill the festive display window just in time for Christmas. “I wish when buyers see my product they give it a kiss when they realize how hard it was just to get it off the shelf.”

Pubblicato in: Commercio, Devoluzione socialismo, Logistica, Materie Prime

Baltic Dray Index 4,235, Materie Prime ancora in salita. Inflazione.

Giuseppe Sandro Mela.

2021-08-31.

2021-08-29__ Baltic Dray Index 001

«The Baltic Dry Index is reported daily by the Baltic Exchange in London. The index provides a benchmark for the price of moving the major raw materials by sea. The index is a composite of three sub-indices that measure different sizes of dry bulk carriers: Capesize, which typically transport iron ore or coal cargoes of about 150,000 tonnes; Panamax, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes; and Supramax, with a carrying capacity between 48,000 and 60,000 tonnes. The Baltic Dry Index takes into account 23 different shipping routes carrying coal, iron ore, grains and many other commodities.»

2021-08-29__ Baltic Dray Index 002

«The Baltic Exchange Dry Index rose 1% to 4,235 on Friday, a more than 11-year high as gains in the larger capesize segment countered a retreat in panamaxes. The capesize index, which tracks iron ore and coal cargos of 150,000-tonnes added 2% to 6,162 and the supramax index went up 33 points to an all-time high of 3,470. On the other hand, the panamax index which tracks cargoes of about 60,000 to 70,000 tonnes of coal and grains, decreased 0.9% to 3,874. For the week, the Baltic Exchange’s main dry bulk sea freight index climbed 3.5%, its sixth straight week of gains buoyed by both the capesize index (2.8%) and the panamax index (6.1%). source: Baltic Exchange»

2021-08-29__ Baltic Dray Index 003

* * * * * * *

Se le materie prime hanno evidenziato un più che significativo aumento dei prezzi alla estrazione, il loro trasporto via nave dall’estrattore ai paesi utilizzatori ha quasi triplicato i costi nel breve volgere i pochi mesi.

È andata in profonda crisi tutta la catena logistica degli approvvigionamenti, coinvolgendo anche tutto l’interscambio di prodotti manufatti.

Allo stato attuale delle cose, sta crollando la visione di sistemi economici basati sull’interscambio a basso costo di materie prime sottovalutate.

Come risultato, ne deriva una spinta inflazionistica di portata epocale.

Pubblicato in: Cina, Commercio, Logistica

Cina. 2021H1. Ferrovia sino-europea, traffici +52% anno su anno.

Giuseppe Sandro Mela.

2021-07-17.

2021-07-13__cina_ferrovie__0001

Cina. Belt & Road. Il segreto delle ferrovie cinesi. – Bbc.

«Belt & Road è un grandioso piano da oltre 1,400 miliardi di dollari Usd per generare un’infrastruttura ferroviaria allo stato dell’arte a livello euroasiatico.

Quando il Progetto venne reso noto la quasi totalità dei tecnici occidentali si era messo a ridere, di cuore ed a crepapelle. Progettare e costruire i quasi ventimila chilometri di strade ferrate, molte delle quali ad alta velocità ed in climi fortemente avversi era sembrata loro la “barzelletta del secolo“.

I cinesi hanno costruito in quattro anni invece dei trenta previsti dagli occidentali quasi l’intera rete ed a costi trenta volta inferiori a quelli stimati dai tecnici tedeschi.»

* * *

Cina – Europa. Gennaio. Da Manzhouli sono partiti 331 treni, +59.9% anno su anno.

Ferrovia Cina – Europa. 2020. 12,400 treni, +50% anno su anno.

Ferrovia Cina, Kyrgyzstan, Tajikistan, Iran, Afganistan, più Uzbekistan e Turkmenistan.

Nepal. Belt and Road. Progetto di collegamento ferroviario moderno con la Cina.

Rep Ceka e Cina. Attiva la ferrovia Praga – Yiwu.

Kenya. Nuova linea ferroviaria Nairobi – Mombasa finanziata dalla Cina.

Cina. Xi Jinping si meriterebbe il Premio Nobel per l’economia.

Ferrovia Yiwu-Xinjiang-Europe. 11,920 km in dieci giorni. 1,033 convogli al mese.

* * * * * * *

Nel primo semestre di questo anno sulla tratta ferroviaria che collega la Cina con l’Europa sono transitati 707,000 container da 22 piedi, segnando un incremento del +52%. E questi traffici si svolgono con tariffe ridicole a confronto di quelle di trasporto marittimo.

E si tenga presente come le spese di investimento siano state quasi completamente ammortizzate.

*


China-Europe freight-train service sees surging growth in H1

Beijing, July 10 (Xinhua) — The China-Europe freight-train service has handled 7,377 trips in the first half of this year, up 43 percent from the same period last year, data from the China State Railway Group Co., Ltd. showed.

The freight trains have carried about 707,000 20-foot equivalent unit containers of goods in the six-month period, surging 52 percent year on year.

Launched in 2011, the freight trains have reached 168 cities in 23 European countries and recorded more than 40,000 trips, according to the group.

The freight trains have played a crucial role in stabilizing the international logistics supply chain, promoting Sino-European trade and helping with the global fight against the COVID-19 pandemic.

Around 94,000 tonnes of anti-pandemic supplies were sent through the route as of late June, official data showed.

In 2020, the freight trains made 12,406 trips, up 50 percent year on year.

Pubblicato in: Commercio, Logistica

Dark Web. Ma guarda un po’ chi ci si trova. Ma è in buona compagnia….

Giuseppe Sandro Mela.

2020-10-07.

BACIAMANO-BOSS624

«SecureDrop

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Follow the instructions to send us a message and any files you want to share. You will be assigned a codename that you can use to log in and check for replies from us. Please keep the codename in a safe place, as you are the only person who will know it. Without it, you will not be able to contact us again or read our reply.

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Enterprise reporter contacts                           

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Pubblicato in: Commercio, Economia e Produzione Industriale, Logistica

Italia. Completata la Galleria ‘Santa Lucia’ tra Calenzano e Barberino del Mugello.

Giuseppe Sandro Mela.

2020-09-07.

2020-06-15__ Santa Lucia 001

In Italia esisteva già il tunnel ferroviario ‘Santa Lucia’, ferroviario a doppio binario, della lunghezza di 10,265 m, costruito per svincolare il traffico ferroviario a lunga percorrenza dalla difficile tratta di valico tra Salerno e Nocera Inferiore della ferrovia Napoli-Salerno. Era stato aperto nel 1977.

Qui invece ci si riferisce alla Galleria ‘Santa Lucia’, che unisce con un tunnel di otto kilometri i Comuni di Calenzano e Barberino del Mugello. Per farlo è stata impiegata la fresa Tbm Epbs, fresa di ultima generazione, la più grande in Europa, realizzata in Germania e mai usata prima in Italia.

Mega-EPBM for Italian highway tunnel.

«Manufacture of the largest EPB TBM for a European project, the third largest the world has ever seen, and the second largest ever manufactured by Herrenknecht of Germany, is complete. …. 4,800-tonne mega-machine.

At 15.87m in diameter the titanic machine is 25cm larger than the previous European record-holding shield – the 15.62m EPB, also manufactured by Herrenknecht, for excavation of the 2.5km twin tunnels at Sparvo as part of a phased renewal and upgrade of the A1 highway between Bologna and Naples.

The machine, which will drive through a heterogenous geology, features a drive power of 8,750kN, and a torque of 101,296kNm. The contractor for the job, Pavimental, is 20% owned by the client company, and 0.6% owned by Italian company Astaldi.

Only two machines in the world have been manufactured to a larger diameter than the enormous 15.87m EPB that will excavate the Santa Lucia Tunnel– the 17.48m Hitachi-Zosen EPBM that is currently excavating the Alaskan Way Viaduct Replacement Tunnel in Seattle, USA; and the world-record 17.6m Herrenknecht machine that was built in the company’s Chinese factory for the currently under construction Tuen Mun–Chek Lap Kok subsea highway link in Hong Kong»

* * * * * * *

L’Italia è limitata a nord dalla catena delle Alpi, ed il sistema ferroviario è in corso di ammodernamento con la costruzione di megatunnel, lunghi decine di kilometri, scavati in terreni geologicamente difficili.

Alpi. Tunnel ferroviari alta velocità in corso d’opera.

Lungo la sua estensione, la catena montuosa appenninica presenta peraltro difficoltà non da meno.

Il tratto appenninico della autostrada che collega Firenze con Bologna è stato per decenni un collo di bottiglia per il traffico su ruote.

2020-06-15__ Santa Lucia 002

«Dal punto di vista viabilistico la “Santa Lucia” rappresenta la naturale prosecuzione della Variante di Valico, l’apertura al traffico della nuova galleria, previsto per la metà del 2021, consentirà una significativa riduzione dei tempi di percorrenza nel collegamento Nord-Sud del Paese e una migliore esperienza di viaggio per gli automobilisti»

«Un miliardo di euro per la realizzazione del nuovo tunnel, investimento che fa parte di un più ampio piano di 7,4 miliardi di euro che interessa l’A1 nella tratta Bologna-Firenze e rientra nel piano di investimenti di Autostrade per l’Italia che prevede ulteriori 14,5 miliardi di euro dal 2020 per il completo potenziamento e ammodernamento della rete autostradale»

«Quando diciamo 14,5 miliardi parliamo di una serie di interventi importanti, ci sono tutte le grandi opere e il potenziamento di accesso alle città metropolitante, Firenze, il potenziamento dell’A11 e del nodo di Peretola il completamento della Firenze Sud-Incisa e l’avvio dell’Incisa-Valdarno e con il completamento della Variante di Valico avremo potenziato il nodo di Firenze»

* * * * * * *

L’Italia ha un grande bisogno di opere infrastrutturali, stradali e ferroviarie. Senza di queste la movimentazione delle merci resterebbe penalizzata.

Né si dovrebbero dimenticare altre opere di competenza pubblica, ma di somma necessità. I nostri acquedotti disperdono acqua da condotte oramai vetuste ed obsolete, le reti fognarie di quasi tutte le grandi città necessiterebbero di grandi manutenzioni ed ammodernamenti, così come gli argini dei grandi fiumi e dei torrenti, che esondano con deprimente regolarità, solo per fare alcuni esempi.

*


Autostrade: completata la galleria a 3 corsie più lunga d’Europa.

Il tunnel “Santa Lucia” da 1 miliardo, in funzione da metà 2021.

La fresa più grande mai utilizzata in Europa ha terminato il suo lavoro ed è fuoriuscita dal sottosuolo, dopo aver scavato ininterrottamente per 8 km nel tratto compreso tra i Comuni di Calenzano e Barberino del Mugello. Sono così terminati i lavori di scavo della galleria “Santa Lucia”, il tunnel a 3 corsie più lungo mai costruito in Europa e uno dei 5 più grandi al mondo per dimensione complessiva (lunghezza e numero di carreggiate operative).

Dal punto di vista viabilistico la “Santa Lucia” rappresenta la naturale prosecuzione della Variante di Valico, l’apertura al traffico della nuova galleria, previsto per la metà del 2021, consentirà una significativa riduzione dei tempi di percorrenza nel collegamento Nord-Sud del Paese e una migliore esperienza di viaggio per gli automobilisti.

Un miliardo di euro per la realizzazione del nuovo tunnel, investimento che fa parte di un più ampio piano di 7,4 miliardi di euro che interessa l’A1 nella tratta Bologna-Firenze e rientra nel piano di investimenti di Autostrade per l’Italia che prevede ulteriori 14,5 miliardi di euro dal 2020 per il completo potenziamento e ammodernamento della rete autostradale. Roberto Tomasi amministratore delegato di Autostrade per l’Italia:

“Sette miliardi sono pronti per essere messi a terra, quindi pronti per essere realizzati, perché i progetti esecutivi ce li abbiamo e quindi abbiamo la capacità di realizzare”.

“Quando diciamo 14,5 miliardi parliamo di una serie di interventi importanti, ci sono tutte le grandi opere e il potenziamento di accesso alle città metropolitante, Firenze, il potenziamento dell’A11 e del nodo di Peretola il completamento della Firenza Sud-Incisa e l’avvio dell’Incisa-Valdarno e con il completamento della Variante di Valico avremo potenziato il nodo di Firenze”.

Giuliano Mari presidente di Autostrade: “Non ha altri eguali nella storia di questo Paese negli ultimi trent anni. Vorrei dire purtroppo perché se ce ne fossero altre, sarebbe meglio per tutti noi cittadini”.

Alla cerimonia di inaugurazione oltre ai vertici di Autostrade e Atlantia, erano presenti tra gli altri il sindaco di Firenze, Dario Nardella, l’assessore regionale Vincenzo Ceccarelli e gran parte dei sindaci della zona. Tomasi:

“Il fatto che qui ci fossero i rappresentanti delle istituzioni locali, regionali, è un fatto che ritengo positivo, perché è con la coesione sociale che si riparte, fatta tra cittadini, amministratori e lavoratori”.