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消費者可能又要搶購衛生紙了,竟是因為這一物資供應緊張

消費者可能又要搶購衛生紙了,竟是因為這一物資供應緊張

Fabiana Batista, 彭博社 2021年03月29日
全球最大的木漿生產商警告,全球貨運集裝箱緊張可能影響木漿供應,而木漿是生產衛生紙等產品的原材料。

全世界并不想在廁紙上出現更多問題。但很可惜,全球最大的木漿生產商警告說,全球貨運集裝箱緊張可能影響木漿供應。而木漿是生產衛生紙等產品的原材料。

Suzano SA公司主要通過散裝貨輪運輸木漿。該公司的首席執行官沃爾特·沙爾卡在接受采訪時表示,隨著對運輸帶肋鋼集裝箱的貨輪需求激增,集裝箱緊張開始蔓延到散裝貨輪,并可能導致公司出貨延誤。

當然,這種情況在居民廁紙需求激增并且消費者紛紛搶購和囤積廁紙的時候已經發生。沙爾卡擔心,海運問題會像滾雪球一樣愈演愈烈。如果供應商沒有充足的庫存,木漿貿易會嚴重中斷,最終影響廁紙供應。

沙爾卡表示,位于巴西圣保羅的Suzano公司對今年3月出口數量少于公司預期的風險早已感到擔憂,并被迫將部分貨物推遲到4月發運。隨著貨輪競爭日益激烈,散裝貨輪在該公司碼頭??康念l率比以往已經有所減少。

他說:“所有依靠散裝貨輪出口的南美企業都面臨這個風險?!?/p>

巴西是全球最大的木漿供應國,而Suzano供應了全球近三分之一的硬木木漿,這種木漿正是生產廁紙的原料。

貨運市場的混亂正在對全球貿易造成嚴重的破壞,尤其是食品和農產品貿易。港口交通堵塞,貨運成本飛漲,而交貨速度卻變慢。

巨大需求所引發的集裝箱危機已經持續了幾個月時間。但Suzano的警告是第一個重要信號,證明這場危機正在向其他貨運市場蔓延。如果集裝箱緊張導致貨運成本持續上漲,就還會造成通脹加速。(財富中文網)

譯者:劉進龍

審校:汪皓

全世界并不想在廁紙上出現更多問題。但很可惜,全球最大的木漿生產商警告說,全球貨運集裝箱緊張可能影響木漿供應。而木漿是生產衛生紙等產品的原材料。

Suzano SA公司主要通過散裝貨輪運輸木漿。該公司的首席執行官沃爾特·沙爾卡在接受采訪時表示,隨著對運輸帶肋鋼集裝箱的貨輪需求激增,集裝箱緊張開始蔓延到散裝貨輪,并可能導致公司出貨延誤。

當然,這種情況在居民廁紙需求激增并且消費者紛紛搶購和囤積廁紙的時候已經發生。沙爾卡擔心,海運問題會像滾雪球一樣愈演愈烈。如果供應商沒有充足的庫存,木漿貿易會嚴重中斷,最終影響廁紙供應。

沙爾卡表示,位于巴西圣保羅的Suzano公司對今年3月出口數量少于公司預期的風險早已感到擔憂,并被迫將部分貨物推遲到4月發運。隨著貨輪競爭日益激烈,散裝貨輪在該公司碼頭??康念l率比以往已經有所減少。

他說:“所有依靠散裝貨輪出口的南美企業都面臨這個風險?!?/p>

巴西是全球最大的木漿供應國,而Suzano供應了全球近三分之一的硬木木漿,這種木漿正是生產廁紙的原料。

貨運市場的混亂正在對全球貿易造成嚴重的破壞,尤其是食品和農產品貿易。港口交通堵塞,貨運成本飛漲,而交貨速度卻變慢。

巨大需求所引發的集裝箱危機已經持續了幾個月時間。但Suzano的警告是第一個重要信號,證明這場危機正在向其他貨運市場蔓延。如果集裝箱緊張導致貨運成本持續上漲,就還會造成通脹加速。(財富中文網)

譯者:劉進龍

審校:汪皓

The world really doesn’t need more toilet paper problems. But unfortunately the biggest producer of wood pulp -- the raw material for products including bath tissue -- is warning that the global crunch in shipping containers could start creating supply snags.

Suzano SA primarily ships its pulp in cargo vessels known as break bulk. With demand surging for ships that carry ribbed steel containers, the squeeze is starting to spill over to break bulk and threatens to delay the company’s shipments, Chief Executive Officer Walter Schalka said in an interview.

Of course that’s happening at a time when demand for residential toilet paper has gone way up and consumers have taken to stockpiling and panic buying. Schalka is concerned that the shipping problems are going to snowball and only get worse from here. Significant disruptions to the pulp trade could eventually impact supplies of toilet paper if producers don’t have ample inventories.

Sao Paulo-based Suzano is already concerned about the risk of exporting less in March than the company had expected, and being forced to roll over some shipments into April, Schalka said. With competition increasing for cargo vessels, break-bulk ships are berthing at the company’s terminals less often than usual.

“All the South American players which export through break bulk have faced this risk,” he said.

Brazil is the world’s top supplier of pulp, and Suzano accounts for about a third of global supplies of hardwood pulp, the type used to produce toilet papers.

Cargo-market disruption are playing havoc on global trade, especially for food and agricultural products. Port traffic has gotten snarled, freight costs have gone up and deliveries have slowed.

The container crisis, sparked by huge demand from China, has been playing out for months. But Suzano’s warning is among the first major signs showing the spillover into other shipping markets. If the squeeze continues to increase freight costs, it also raises the specter of accelerating inflation.

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