News**: One Shipping.
Since mid-December, the Red Sea crisis has been escalating, and the delay of goods has become inevitable, and raw materials are about to rise in 2024At present, a number of large shipping companies have announced the suspension of sailings or detours. among othersThe big four companies account for more than 50% of the world's total capacity, long-term detour leads to capacity constraints,It will cause the market to shrink by 10%.Corresponding product**or thus**.
Up to now, many shipping companies such as China Shipping Shipping, Maersk, COSCO Shipping, Orient Overseas Shipping, CMA CGM, One, HMM, Wanhai, Yang Ming Shipping, Nile Shipping, and APL have chosen to take a detour.
Due to the major shift in shipping due to the Red Sea crisis, ships on Asia-Europe and Asia-East US routes have been booked, and the Cape of Good Hope in Africa has been lengthened, capacity investment has been increased, and fuel costs have increased by about 30%. The SCFI index continued to rise by 161 last week47 o'clock to 125499 points,It is a one-and-a-half-year high since June 2022;The weekly gain further extended to 1476%,It was also the biggest weekly gain since 2016, the four major ocean routes are comprehensive**,The freight rate of the European route has begun to soar close to $1,500.
The detour distance increased by about 30%., extending the transaction time of goods by 7-15 days, increasing transportation costs such as time and consumption. In the short term, it is expected that the available capacity will be further reduced due to more detoursSpot rates will continue in the coming weeksAnd this momentum is expected to continue until the end of January.
According to the latest news collected by Xiaoye, the day before yesterday (December 24), Maersk issued an announcement announcing the resumption of Red Sea shipping, and relevant plans are currently being formulated. However, the plan may change again, and specific details will be announced in the coming days.
The global shipping crisis triggered by the ongoing attacks on merchant ships by Yemen's Houthis in the Bab el-Mandeb Strait has seriously threatened the security of global shipping and the ** chain, making the recovery of high global inflation even worse. Just when everyone is concerned about the situation in the Bab el-Mandeb Strait, the waters of the Arabian Sea, which is holding the Persian Gulf in the Middle East, have once again appeared ominous signals!
Iran warns of a "possible blockade of the Mediterranean."
According to CCTV news reports: Iran's Tasnim News Agency said on the 23rd local time, a commander of Iran's Islamic Revolutionary Guard Corps said on the same day that if the United States and its allies continue to commit crimes in the Gaza Strip, it may prompt the emergence of new resistance forces. He said"The Mediterranean, the Strait of Gibraltar and other waterways" may be closed.
At the same time, the commander of Iran's Islamic Revolutionary Guard Corps pointed out that the attack on Gibraltar would be another escalation after the Houthi attack in Yemen. The general did not explain how Iran, thousands of miles away, threatens the Strait of Gibraltar, but Iranian-backed militants in southern Lebanon and Syria could indeed enter the Mediterranean Sea and disrupt this vital water, which accounts for one-fifth of the entire sea. Many raw materials are limited, and raw materials will rise in 2024It is reported that more than 20,000 ships pass through the Suez Canal every year, accounting for 14% of the world's maritime transport**. Among them, about 30% of the freight volume carried by the Red Sea channel is containers**, and 10% is ***The Palestinian-Israeli conflict and the Russia-Ukraine conflict are still ongoing, coupled with transportation restrictions, ** may maintain a slight upward trend in the short term. It is worth noting that the Suez Canal has always been a hub for multinational freight transportation, and the previous congestion and explosion caused a sharp rise in shipping, and many raw materials also went up. The form of this attack has not been determined, and it is expected to affect a number of raw materials**, involving multiple industrial chains in the chemical industry.
There is less than a week left in 2023, and a large number of price increase letters will come into effect in 2024.