{"id":3995,"date":"2025-01-13T18:26:17","date_gmt":"2025-01-13T18:26:17","guid":{"rendered":"https:\/\/jpevlogistics.com\/?p=3995"},"modified":"2025-01-13T18:26:20","modified_gmt":"2025-01-13T18:26:20","slug":"la-entrega-de-2-millones-de-teus-de-nueva-capacidad-en-2025-es-la-principal-amenaza-del-mercado-de-fletamento","status":"publish","type":"post","link":"https:\/\/jpevlogistics.com\/en\/la-entrega-de-2-millones-de-teus-de-nueva-capacidad-en-2025-es-la-principal-amenaza-del-mercado-de-fletamento\/","title":{"rendered":"La entrega de 2 millones de TEUs de nueva capacidad en 2025 es la principal amenaza del mercado de fletamento"},"content":{"rendered":"<p>13\/01\/2025 &#8211; Adem\u00e1s, la reapertura del tr\u00e1nsito por el Mar Rojo podr\u00eda descarrilar ganancias de armadores y l\u00edneas navieras<\/p>\n\n\n\n<p>Aunque la actividad de fletamento ha sido limitada hasta ahora,&nbsp;<a href=\"https:\/\/public.axsmarine.com\/alphaliner\">Alphaliner<\/a>&nbsp;entiende que la demanda subyacente de capacidad sigue siendo fuerte en el per\u00edodo previo al A\u00f1o Nuevo Lunar. El mercado sigue teniendo escasez de buques de m\u00e1s de 3.000 TEUs, y las naves mayores a 5.500 TEUs, en particular, se encuentran en un n\u00famero especialmente limitado hasta el pr\u00f3ximo verano septentrional. Esta baja disponibilidad de buques tiene el potencial de crear m\u00e1s aumentos en las tarifas de fletamento, suponiendo que la demanda mantenga su impulso actual.<\/p>\n\n\n\n<p>Por debajo de los 3.000 TEUs, hay una mayor capacidad disponible, pero incluso en ese caso,&nbsp;<em>Alphaliner<\/em>prev\u00e9 que la oferta de buques ser\u00e1 menor en 2025 que en 2024, lo que deber\u00eda contribuir a mantener saludables las tarifas de fletamento tambi\u00e9n en estos tama\u00f1os. Sin embargo, la evoluci\u00f3n del mercado de fletamento en 2025 depender\u00e1 en gran medida de la geopol\u00edtica, y la pregunta clave es cu\u00e1ndo terminar\u00e1 la crisis del Mar Rojo y si se volver\u00e1 a utilizar ampliamente la ruta de Suez.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"798\" height=\"601\" src=\"https:\/\/jpevlogistics.com\/wp-content\/uploads\/2025\/01\/798.jpeg\" alt=\"\" class=\"wp-image-3996\" srcset=\"https:\/\/jpevlogistics.com\/wp-content\/uploads\/2025\/01\/798.jpeg 798w, https:\/\/jpevlogistics.com\/wp-content\/uploads\/2025\/01\/798-300x226.jpeg 300w, https:\/\/jpevlogistics.com\/wp-content\/uploads\/2025\/01\/798-768x578.jpeg 768w, https:\/\/jpevlogistics.com\/wp-content\/uploads\/2025\/01\/798-16x12.jpeg 16w\" sizes=\"(max-width: 798px) 100vw, 798px\" \/><\/figure>\n\n\n\n<p>Una reapertura temprana de la ruta de Suez podr\u00eda hacer descarrilar la bonanza actual para los armadores y las l\u00edneas navieras, con un probable retorno del exceso de capacidad que afectar\u00eda especialmente a los buques de mayor tama\u00f1o.<\/p>\n\n\n\n<p>La amenaza es a\u00fan m\u00e1s plausible si se considera que se espera que se entreguen otros 2 millones de TEUs de nueva capacidad en 2025. Si bien los continuos desv\u00edos a trav\u00e9s del Cabo de Buena Esperanza ayudar\u00e1n significativamente a absorber estos nuevos buques, un cambio a la ruta de Suez podr\u00eda hacer que esta capacidad sea m\u00e1s dif\u00edcil de asimilar.<\/p>\n\n\n\n<p>Sin embargo, la demanda de carga, que fue excepcionalmente fuerte en 2024, podr\u00eda volver a ofrecer buenas sorpresas en 2025, y l\u00edneas navieras como Maersk esperan un crecimiento de hasta el 7%, en un contexto de fuertes vol\u00famenes, en particular a los EE. UU.<\/p>\n\n\n\n<p>De hecho, el \u00edndice de carga en contenedores de Shangh\u00e1i, que eval\u00faa las tarifas de carga spot que salen de China, ya est\u00e1 reflejando esta tendencia, y el viernes registr\u00f3 su sexta semana de crecimiento gracias a los fuertes vol\u00famenes en el Pac\u00edfico.<\/p>\n\n\n\n<p><strong>Contratos de fletamento<\/strong><\/p>\n\n\n\n<p><em>Alphaliner&nbsp;<\/em>solo se registr\u00f3 un contrato de fletamento en el segmento de tama\u00f1o&nbsp;<strong>VLCS (7.500-11.000 TEUs)<\/strong>&nbsp;en las \u00faltimas semanas de 2024, cuando MSC flet\u00f3 el \u201cMaersk Kowloon\u201d de 7.871 TEUs por 36 meses a US$38.000\/d\u00eda. Este tama\u00f1o de buque sigue siendo escaso y hay muy poca disponibilidad (aparte de posibles \u201crealquileres\u201d) en los pr\u00f3ximos meses, lo que contribuir\u00e1 a mantener saludables las tarifas de flete.<\/p>\n\n\n\n<p>Tras un a\u00f1o muy ajetreado, el segmento de los&nbsp;<strong>Panamax Cl\u00e1sicos (4.000-5.299 TEUs)&nbsp;<\/strong>se tranquiliz\u00f3 gradualmente en las \u00faltimas semanas de 2024 y los \u00faltimos d\u00edas no fueron la excepci\u00f3n, ya que no se registraron nuevos contratos. Sin embargo,&nbsp;<em>Alphaliner&nbsp;<\/em>est\u00e1 al tanto de que se est\u00e1n llevando a cabo negociaciones a niveles de tarifas fuertes. Hasta ahora, los t\u00e9rminos t\u00edpicos de fijaci\u00f3n de precios para buques Handy de 4.250 TEUs han sido de US$35.000\/d\u00eda para empleos de 36 meses y hasta US$38.000 para entregas m\u00e1s r\u00e1pidas. En lo que respecta a la oferta, el bajo n\u00famero de buques disponibles en los pr\u00f3ximos meses sugiere que las buenas condiciones para este segmento continuar\u00e1n en el futuro previsible.<\/p>\n\n\n\n<p>Por <strong> <\/strong>jpevlogistics.com <\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>13\/01\/2025 &#8211; Adem\u00e1s, la reapertura del tr\u00e1nsito por el Mar Rojo podr\u00eda descarrilar ganancias de armadores y l\u00edneas navieras Aunque la actividad de fletamento ha sido limitada hasta ahora,&nbsp;Alphaliner&nbsp;entiende que la demanda subyacente de capacidad sigue siendo fuerte en el per\u00edodo previo al A\u00f1o Nuevo Lunar. El mercado sigue teniendo escasez de buques de m\u00e1s [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3996,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3995","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categoria"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>La entrega de 2 millones de TEUs de nueva capacidad en 2025 es la principal amenaza del mercado de fletamento - JPEV Logistics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/jpevlogistics.com\/en\/la-entrega-de-2-millones-de-teus-de-nueva-capacidad-en-2025-es-la-principal-amenaza-del-mercado-de-fletamento\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"La entrega de 2 millones de TEUs de nueva capacidad en 2025 es la principal amenaza del mercado de fletamento - JPEV Logistics\" \/>\n<meta property=\"og:description\" content=\"13\/01\/2025 &#8211; Adem\u00e1s, la reapertura del tr\u00e1nsito por el Mar Rojo podr\u00eda descarrilar ganancias de armadores y l\u00edneas navieras Aunque la actividad de fletamento ha sido limitada hasta ahora,&nbsp;Alphaliner&nbsp;entiende que la demanda subyacente de capacidad sigue siendo fuerte en el per\u00edodo previo al A\u00f1o Nuevo Lunar. 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