This year's external environment and internal environment are extremely unstable. Many unforeseen risks occur from time to time and are out of control, which is a headache.
In the past, some people who have been working in their own industry for many years and have rich industry experience can roughly predict some crises that may occur in this industry based on their own industry experience, such as industry competition. Industrial upgrading, technological innovation, service upgrading, sales model changes, etc. However, some extraordinary risks that have emerged this year are completely unexpected and caught off guard.
For example, this year’s foreign trade exports. Since the epidemic, the container freight for foreign trade exports has increased about ten times. In the past few years, during normal times, the freight for a 20-foot container from China to the Los Angeles port in the United States was 800-1,000 US dollars. The freight for a 40-foot container is around US$1,200-1,700, but so far this year, the price for a 20-foot container at the Port of Los Angeles is around US$8,000-8,500, with the highest price rising to over US$10,000. The highest price for a 40-foot container has risen to around US$17,000, which is crazy. Extremely. The same goes for the cost of air freight. From the freight rate of 20 RMB per KG in the early years to the current air freight of over RMB 100 RMB per kilogram, it is daunting.
In addition, the United States has been unable to control the epidemic for a long time and has continued to print money and distribute money to the people. As a result, after the foreign trade export goods arrived in the United States, the ports were severely clogged and became more and more out of control. So what exactly caused the epidemic in the United States? In the past almost a year, even after US President Biden announced that LA/LB ports will operate 24 hours a day in order to solve the problem of port congestion, there has still been no relief. Instead, it has become more serious?
First of all, container ships are all international crew members, with personnel from various countries. It is easy for foreign cases to be imported easily. Ports and terminals are the distribution centers for people and goods. Once infected people come into contact, it will be unimaginable.
Secondly, many dock workers, including tow truck drivers, are from the lower classes of the United States. Many of them are black people from Mexico and do not have green cards in the United States. These tow truck drivers work day and night and drive around in their cars. There are many people in contact with, and it is easy to get infected. If you want to be cured if you are infected, the cost of medical treatment is not easily affordable by the people at the bottom. Therefore, a large part of the reason for the serious port congestion in the United States is now That is, there is a shortage of tow truck drivers at the terminal, and many tow truck drivers are infected with new crown . Even if there are tow trucks later, it will be useless if you can't find the driver.
In addition, because tow truck driving in the United States is also a very hard and tiring industry, few young people are willing to do this industry, not to mention the income. In fact, this is easy to understand. It is the same in every country. If you look at China, which young person is willing to drive a large container trailer or a large truck in a high-risk and extremely tiring industry? In fact, this kind of extremely hard-working and high-risk industry will soon have industry faults. If there is no intelligent solution, it will be a real problem.
In addition, the crazy money printing in the United States has also contributed to the fermentation of this situation. The United States has been printing money like crazy and giving it to the people. With government relief, everyone is thinking about saving their lives first. In this situation, going out at the risk of infection There are fewer and fewer people making money, including fewer drivers, dock workers, and warehouse workers. The port will operate more slowly, and the port congestion will become more serious.
And because of the epidemic, many public warehouses in the United States and customers' third-party warehouses are full. After the cabinets arrive at the port, it usually takes 7-10 days for the warehouse to make an appointment for delivery before sending them to the warehouse. In this way, trailers The bank needs to pick up the customer's cabinets in advance and put them in the storage yard. To pick up the cabinets, you need brackets. When you lift a cabinet, the brackets need to be kept in the storage yard for 7-10 days until the delivery date is scheduled by the warehouse. The backlog grew, and eventually the shipping companies at the terminal lacked brackets. As a result, when the ship arrived at the port, even if there was a trailer but no brackets, there was no way to pick up the containers from the terminal and deliver them, so the terminal congestion became more serious.
As a result, the demurrage fees and warehouse rent for containers accumulated at the terminal have continued to rise. The additional costs can easily reach several thousand dollars, and they are getting higher and higher now. You cannot predict or have a rough judgment and budget at all, there is no upper limit.
Western countries pay attention to democracy and believe in religion. When the epidemic hits, some believe that Jesuits will bless them. Many people just don’t wear masks. The epidemic in the United States is difficult to control, and the resulting number of deaths in the United States is astonishing every day. Refresh, and often the majority are the people at the bottom of the United States, and these numerous influences are like dominoes, and we don’t know what they will ferment into.
