消费者可能又要抢购卫生纸了，竟是因为这一物资供应紧张
全世界并不想在厕纸上出现更多问题。但很可惜，全球最大的木浆生产商警告说，全球货运集装箱紧张可能影响木浆供应。而木浆是生产卫生纸等产品的原材料。
Suzano SA公司主要通过散装货轮运输木浆。该公司的首席执行官沃尔特·沙尔卡在接受采访时表示，随着对运输带肋钢集装箱的货轮需求激增，集装箱紧张开始蔓延到散装货轮，并可能导致公司出货延误。
当然，这种情况在居民厕纸需求激增并且消费者纷纷抢购和囤积厕纸的时候已经发生。沙尔卡担心，海运问题会像滚雪球一样愈演愈烈。如果供应商没有充足的库存，木浆贸易会严重中断，最终影响厕纸供应。
沙尔卡表示，位于巴西圣保罗的Suzano公司对今年3月出口数量少于公司预期的风险早已感到担忧，并被迫将部分货物推迟到4月发运。随着货轮竞争日益激烈，散装货轮在该公司码头停靠的频率比以往已经有所减少。
他说：“所有依靠散装货轮出口的南美企业都面临这个风险。”
巴西是全球最大的木浆供应国，而Suzano供应了全球近三分之一的硬木木浆，这种木浆正是生产厕纸的原料。
货运市场的混乱正在对全球贸易造成严重的破坏，尤其是食品和农产品贸易。港口交通堵塞，货运成本飞涨，而交货速度却变慢。
巨大需求所引发的集装箱危机已经持续了几个月时间。但Suzano的警告是第一个重要信号，证明这场危机正在向其他货运市场蔓延。如果集装箱紧张导致货运成本持续上涨，就还会造成通胀加速。（财富中文网）
译者：刘进龙
审校：汪皓
全世界并不想在厕纸上出现更多问题。但很可惜，全球最大的木浆生产商警告说，全球货运集装箱紧张可能影响木浆供应。而木浆是生产卫生纸等产品的原材料。
Suzano SA公司主要通过散装货轮运输木浆。该公司的首席执行官沃尔特·沙尔卡在接受采访时表示，随着对运输带肋钢集装箱的货轮需求激增，集装箱紧张开始蔓延到散装货轮，并可能导致公司出货延误。
当然，这种情况在居民厕纸需求激增并且消费者纷纷抢购和囤积厕纸的时候已经发生。沙尔卡担心，海运问题会像滚雪球一样愈演愈烈。如果供应商没有充足的库存，木浆贸易会严重中断，最终影响厕纸供应。
沙尔卡表示，位于巴西圣保罗的Suzano公司对今年3月出口数量少于公司预期的风险早已感到担忧，并被迫将部分货物推迟到4月发运。随着货轮竞争日益激烈，散装货轮在该公司码头停靠的频率比以往已经有所减少。
他说：“所有依靠散装货轮出口的南美企业都面临这个风险。”
巴西是全球最大的木浆供应国，而Suzano供应了全球近三分之一的硬木木浆，这种木浆正是生产厕纸的原料。
货运市场的混乱正在对全球贸易造成严重的破坏，尤其是食品和农产品贸易。港口交通堵塞，货运成本飞涨，而交货速度却变慢。
巨大需求所引发的集装箱危机已经持续了几个月时间。但Suzano的警告是第一个重要信号，证明这场危机正在向其他货运市场蔓延。如果集装箱紧张导致货运成本持续上涨，就还会造成通胀加速。（财富中文网）
译者：刘进龙
审校：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.
