Trade Turmoil: Houthi Attacks In Red Sea Ignite Rerouting Crisis, Drive Surging Shipping Stocks
Trade Turmoil: Houthi Attacks In Red Sea Ignite Rerouting Crisis, Drive Surging Shipping Stocks
The escalating disruptions in the Red Sea, caused by attacks led by Yemen-based Houthi rebels targeting ships, have triggered a significant shift in global trade patterns.
駐也門的胡塞叛亂分子領導的針對船隻的襲擊導致的紅海混亂不斷升級，引發了全球貿易模式的重大轉變。
Industry data from Flexport Inc., unveiled in a Bloomberg story on Thursday, reveals a startling development: around half of the container-ship fleet that typically passes through the Red Sea and Suez Canal is rerouting to avoid the area.
彭博社週四的一篇報道中公佈的Flexport Inc. 的行業數據揭示了一個驚人的事態發展：通常通過紅海和蘇伊士運河的集裝箱船隊中，約有一半正在改道以避開該地區。
This shift, involving approximately 300 vessels capable of carrying 4.3 million containers, represents about 18% of global shipping capacity.
這一轉變涉及大約300艘能夠運載430萬個集裝箱的船隻，約佔全球航運能力的18％。
The Rerouting Challenge
改道挑戰賽
Rerouting around Africa adds approximately 25% more travel time compared to the usual Suez Canal route, connecting Asia and Europe.
與連接亞洲和歐洲的通常蘇伊士運河路線相比，改道非洲的旅行時間增加了約25％。
This not only increases operational costs for shippers but is also likely to inflate consumer prices for a wide range of products, including everyday items like clothing, food, and oil.
這不僅會增加託運人的運營成本，還可能抬高包括服裝、食品和石油等日常用品在內的各種產品的消費者價格。
The Houthi, originating from Yemen, have justified their attacks as a stance against Israel, which is currently involved in a war against Hamas.
來自也門的****將襲擊辯解爲對以色列的立場，而以色列目前正參與對哈馬斯的戰爭。
However, their targets are not limited to vessels with direct Israeli connections, posing a broader threat to international trade. In response, a U.S.-led task force is stepping up efforts to enhance security along this crucial maritime corridor.
但是，他們的目標不僅限於與以色列有直接聯繫的船隻，對國際貿易構成了更廣泛的威脅。作爲回應，以美國爲首的特遣部隊正在加緊努力，加強這條關鍵海上走廊沿線的安全。
The data from Flexport aligns with findings from Kuehne & Nagel International AG (OTCPK: KHNGY), another freight-forwarding giant. Their data, as of Wednesday, showed 364 vessels, with a capacity of 5 million TEUs, rerouting around Africa – a notable increase from 314 vessels recorded on Dec. 22. Over the past month alone, shares of Kuehne & Nagel International AG have risen by 20%, reaching the highest level since October 2021.
來自Flexport的數據與另一家貨運代理巨頭德迅國際股份公司（OTCPK：KHNGY）的調查結果一致。截至週三，他們的數據顯示，有364艘容量爲500萬標準箱的船隻在非洲改道——比12月22日記錄的314艘船舶明顯增加。僅在過去一個月中，德迅國際股份公司的股價就上漲了20％，達到2021年10月以來的最高水平。
Clarksons Research highlights the impact of these diversions: a 40% decrease in Gulf of Aden arrivals and a 45% reduction in the Suez Canal southbound transits between Dec. 22 and 26.
Clarksons Research強調了這些改道的影響：12月22日至26日期間，亞丁灣入境人數減少了40％，蘇伊士運河南行過境減少了45％。
Market Reactions: Maritime Shipping Stocks Rocket
市場反應：海運股飆升
Shares of the Danish business conglomerate A.P. Moeller-Maersk A/S (OTCPK: AMKBY), the world's second-biggest container line, have risen by nearly 20% over the past two weeks.
全球第二大集裝箱航線丹麥商業集團A.P. Moeller-Maersk A/S（場外交易代碼：AMKBY）的股價在過去兩週中上漲了近20％。
Another industry giant, the German Hapag-Lloyd Aktien (OTCPK: HLAGF) saw a remarkable 40% boost in its share price during the same time frame.
另一家行業巨頭，德國赫伯羅特股票代碼（OTCPK：HLAGF）的股價在同一時期大幅上漲了40％。
The Honolulu-based Matson Inc. (NYSE:MATX) witnessed an 11% rally, similar to the one seen by Global Ship Lease Inc. New (NYSE:GSL).
總部位於檀香山的Matson Inc.（紐約證券交易所代碼：MATX）上漲了11％，與全球船舶租賃公司新聞（紐約證券交易所代碼：GSL）的漲幅相似。
The SonicShares Global Shipping ETF (NYSE:BOAT), which tracks stocks from companies operating in the global maritime shipping industry, has soared by 10%.
追蹤全球海運行業公司股票的SonicShares全球航運ETF（紐約證券交易所代碼：BOAT）飆升了10％。
Chart Courtesy of TradingView: Houthi Attacks Fueled Shipping Companies' Stocks
圖表由TradingView提供：胡塞襲擊推動了航運公司的股票
Read now: End-Of-Year Rally For Oil As Red Sea Tensions Drive Up Shipping Costs
立即閱讀： 由於紅海緊張局勢推高了運輸成本，石油在年底上漲
Photo: Shutterstock
照片：Shutterstock
譯文內容由第三人軟體翻譯。