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发表于 1-5-2017 11:04 PM
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对于港口的看法：
New alliance impacts on Southeast Asia ports emerge
Malaysia’s Port Klang will probably lose more than 10 percent of its annual throughput as a result of the alliance shifts, industry analyst Alphaliner believes.
Klang is forecast to lose a total of six of its current 11 export calls: two to north Europe, two to the US West Coast, and two to the Mediterranean. The gain of one call to the US East Coast makes it a net loss of five calls that would cut around 1.2 million TEU out of its annual throughput.
“Port Klang will be the big loser as a result of the alliance shifts. Singapore will take up a large portion of the losses due to its agreements with CMA CGM and Cosco, which happen to be the first- and second-largest customers at Klang,” said Tan Hua Joo, executive consultant with Alphaliner.。。。。。。
。。。。Alphaliner’s Tan said he believes a new liner shipping environment characterized by higher levels of consolidation will be less forgiving to investment mistakes by terminal operators, and that a better coordinated approach to port planning was needed to ensure a proper supply and demand balance in the region.
“We want to avoid repeat of the situation in south Vietnam, where you now have 20 different terminal operators fighting for 4 million TEU. Several operators are stuck with terminals that have little hope of fulfilling their design capacity.”
There are signs that the mistakes that created the capacity problem in south Vietnam are being repeated in the north, where 16 operators now compete for just 3 million TEU and a new deep-sea port is planned at Lach Huyen.
“‘If you build it they will come’ is no longer a viable strategy for port development. Carrier and alliance consolidation will drive further hub consolidation and price competition and tariff reductions,” said Tan.。。。。。
。。。。Plans for new facilities along the Strait of Malacca, for instance, have been widely questioned in terms of their commercial viability.
As noted by Tan, “In the case of the planned Melaka Gateway, there is insufficient demand for container gateway and transshipment on west coast Malaysia. As far as we’re concerned, it should not be considered.”
下图上边是melaka gateway第四个岛。别说规模比不上新加坡港，连土都还没填到那边，要在2019年启用？ 很难。
图中海边到处都是树林，那是骗人的。
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变色卡
千斤顶
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发表于 2-5-2017 02:38 PM
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