The situation in the Red Sea suddenly escalated.
According to CCTV news, from the night of February 24 to the early morning of February 25, local time, the United States and Britain launched intensive air strikes on Yemen's Houthi-controlled areas. The Houthis confirmed that the attacks were mainly military and communications targets. This is one of the most intensive air strikes by the United States and Britain since the launch of airstrikes on Houthi-controlled areas in Yemen.
In the early morning of the 25th local time, Yemen's Houthi spokesman Yahya Sareya issued a statement saying that several anti-ship missiles were launched on the American oil tanker "Torm Thor" in the Gulf of Aden, and multiple drones were also launched on a number of US ships in the Red Sea. The Houthis also said they would escalate their operations to launch more numerous and versatile attacks on U.S. and British targets in the Red Sea and the Arabian Sea.
Tensions in the Red Sea continue to be felt, and spillover effects on global industries and markets are emerging. Among them, the shipping industry and the import and export industry bear the brunt. According to industry institutions, the oil transportation market in the Middle East has continued to rise recently, and there are more pallets in late February, resulting in freight rates. At the same time, the capacity of the U.S. Gulf market is tight, and the freight rate has also risen sharply.
The United States and Britain suddenly launched an air strike.
According to CCTV news, from the night of February 24 to the early morning of February 25, local time, the United States and Britain launched intensive air strikes on Yemen's Houthi-controlled areas. The main station reporter heard at least four loud ** noises in the city of Sana'a, and could feel the ** vibration. In addition, the reporter also said that the sound of fighter jet flights was constantly heard over Sana'a.
According to Yemen's Houthi-controlled Masira TV, there were 12 airstrikes in the capital, Sana'a, five in Sana'a (a suburb of the capital), four in Taiz and two in Hajjah.
The Houthis confirmed that the attacks were mainly military and communications targets. This is one of the most intensive air strikes by the United States and Britain since the launch of airstrikes on Houthi-controlled areas in Yemen.
On February 24, local time, the United States and the United Kingdom launched a new round of attacks on more than a dozen targets in Yemen's Houthi-controlled areas in response to the Houthi recent attacks on the Red Sea and the Gulf of Aden.
U.S. and British fighter jets targeted about 18 Houthi targets, including missiles, launchers, rockets, drones, and unmanned surface and underwater vehicles, at multiple locations in Houthi-controlled areas of Yemen, the United States said.
U.S. Command: Shoot down.
On February 24, local time, the U.S. ** Command issued a statement on the social platform X (formerly Twitter) saying that the U.S. Navy destroyer USS Mason shot down an anti-ship ballistic missile launched by the Yemeni Houthis into the Gulf of Aden at 17 o'clock on the 24th, Sana'a time.
According to the statement, the missile was most likely targeted at a chemical or oil vessel owned and operated by the United States. At the moment, none of the ships were damaged and no one was injured.
In the early morning of the 25th local time, Yemen's Houthi spokesman Yahya Sareya issued a statement saying that several anti-ship missiles were launched on the American oil tanker "Torm Thor" in the Gulf of Aden, and multiple drones were also launched on a number of US ships in the Red Sea.
The Houthis also said they would escalate their operations to launch more numerous and versatile attacks on U.S. and British targets in the Red Sea and the Arabian Sea.
According to Xinhua News Agency, the U.S. ** Command said on the 23rd that U.S. military units affiliated to the command destroyed seven cruise missiles of the Houthis in Yemen on the same day.
*The command posted on its social media account that the missiles were located in Houthi-controlled areas inside Yemen and were ready to be fired into the waters of the Red Sea. The U.S. military considers these missiles to pose an "imminent threat" to merchant ships and U.S. Navy ships in the region.
After the outbreak of a new round of the Palestinian-Israeli conflict last October, Yemen's Houthi rebels used drones and missiles to repeatedly attack targets in Red Sea waters. Since January 12 this year, the United States and the United Kingdom have repeatedly launched airstrikes on Houthi targets, killing and injuring them.
How big is the impact? Tensions in the Red Sea region, which have lasted for more than three months, show no sign of ending. Under the continuous conflict, the global oil transportation market has become more and more tight, and the freight rate of large oil tankers has continued to rise recently.
According to industry institutions, the Middle East market has continued to rise recently, and there are more pallets in late February, resulting in freight rates. At the same time, the capacity of the U.S. Gulf market is tight, and the freight rate has also risen sharply.
According to the data, the Suez Canal-Red Sea is one of the busiest shipping lanes in the world, and under normal circumstances, about 13% of the world's seakeeping** and 10% of seaborne oil transportation pass through the Suez Canal.
Unlike the overall oversupply of the container shipping market, the current global oil tanker transportation market is tight in supply and demand. According to data, the delivery volume of large** transport ships in 2024 will hit the lowest in nearly 40 years.
According to the shipping agency Clarkson**, the total demand for ** ship capacity in 2024 will be about 3500 million deadweight tons, a year-on-year increase of 35%, but the total supply of capacity increased by only 02%。The total capacity growth of the container shipping industry is around 8%.
On the other hand, the global shortage of oil tankers has also seen a decline in fleet efficiency due to the Red Sea conflict.
According to the statistics of Clarkson Research, from February 5 to 11, the capacity of ships entering the Gulf of Aden region in terms of gross tonnage has decreased by 71% compared with the first half of December last year; Container ship traffic for the week fell by 89% compared to the level of the first half of December last year.
According to the International Monetary Fund**, the number of ships passing through the Suez Canal has fallen by 40% since January, while the number of ships sailing around Africa has increased accordingly. According to the Suez Canal Authority, the canal saw a 36 percent drop in vessel traffic and a 46 percent year-on-year drop in revenue in January.
According to the latest report released by the Zheshang ** transportation team, in terms of the number of detours, as of February 15, the overall traffic of oil tankers in the Red Sea region decreased by 51% compared with the first half of December last year.
Guoxin** analysts Luo Dan and Gao Sheng also said in a report on February 19 that the Red Sea incident, the ban on Russian oil, and the global economic recovery will bring about an increase in industry demand, while the aging of ships on the supply side and the lack of new orders have ensured the upward elasticity of freight rates, and it is expected that the upward elasticity and center of freight rates are expected to continue to move upward.
Historically, the last time there was a spike in transportation occurred in 2019, also due to geopolitical factors in the Middle East, when the daily rate of ultra-large tankers increased from 2$50,000 pushed to over $150,000.
Nikolai Kernitzer, portfolio manager at Kornitzer Capital Management, warned: "If this pressure persists longer, it could depress corporate margins and lead to inflation, as costs are passed on through ***." ”
Editor-in-charge: Tactical Heng.
Proofreading: Su Huanwen.
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