Hannun Masana'antar Kwai ta Duniya: Tsarin dabaru a lokuta masu saurin canzawa
A cikin 'Tasirin rashin kwanciyar hankali na geopolitical akan masana'antar kwai' Nan-Dirk Mulder na Rabobank ya ba da bayanin ƙwararrunsa game da manyan ƙalubalen da aka yi hasashen za su yi tasiri a fannin kwan bisa la'akari da batutuwan da ke gudana a duniya, da damammaki na 2022 da kuma bayan.
Bayani | Rashin zaman lafiyar Geopolitical, COVID-19 da AI.
A cikin sabon ra'ayinsa game da masana'antar kwai, Nan-Dirk Mulder, Babban Manazarci kan Protein Dabbobi a Rabobank, ya binciko abubuwa da yawa waɗanda ke ba da gudummawa ga abin da ya bayyana a matsayin "watakila lokacin mafi rikicewa da muka gani tun bayan yakin duniya na biyu don masana’antar furotin dabbobi”. Waɗannan ƙalubalen sun haɗa da rikici a Ukraine, cutar ta COVID-19 da ke gudana, barkewar cutar mura (AI), da haka gabaɗayan tattalin arziki.
Mahimmanci, Nan-Dirk ya yi nazari kan tasirin da yanayin yanayin siyasa na yanzu tsakanin Rasha da Ukraine ke da shi kan ayyukan masana'antu, gami da farashin makamashi, cinikin kwai da hauhawar farashin abinci.
Da yake bayyana cewa Ukraine, Rasha da Belarus sun mallaki kashi 20-30% na fitar da hatsi a duniya, ya ce: "Idan kuka duba ta fuskar masu samarwa, babban tasirin shine a bangaren ciyarwa." Saboda haka, masana'antar tana fuskantar hauhawar farashin abinci da kashi 40% a shekara (YOY). Bugu da kari, ya kara da cewa, wadannan kasashe uku suna sarrafa kashi 10 cikin XNUMX na cinikin kwai a duniya, lamarin da ke kara haifar da cikas ga kasuwar.
Barkewar cutar mura ta Avian (AI) ita ma wani muhimmin abin da aka mayar da hankali ne, tare da la'akari da mummunan tasirin da suke da shi a kan samar da gida, cinikin kwai da kuma kiwo. "Mura ta Avian tana da tasiri sosai a duniya, amma babban tasiri a yanzu shine a Arewacin Amirka," in ji Nan-Dirk.
Waɗannan mahimman rikice-rikice, tare da ci gaba da murmurewa daga cutar sankarau ta COVID-19, sun ba da gudummawa ga rashin daidaituwar tattalin arziƙin gabaɗaya, haifar da ƙalubalen tsaro na abinci da babban matsin lamba ga ikon kashe kuɗin masu amfani.
Duk da ƙalubalen da muke fuskanta a halin yanzu, Nan-Dirk ya nuna cewa ƙwai suna da matsayi da kyau a matsayin furotin dabbobi mafi ƙanƙanta, kuma ya kammala da kyakkyawan ra’ayi: “Ƙimar yin aiki mai kyau yana biya yanzu fiye da da.”