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.
驻也门的胡塞叛乱分子领导的针对船只的袭击导致的红海混乱不断升级，引发了全球贸易模式的重大转变。
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.
彭博社周四的一篇报道中公布的Flexport Inc. 的行业数据揭示了一个惊人的事态发展：通常通过红海和苏伊士运河的集装箱船队中，约有一半正在改道以避开该地区。
This shift, involving approximately 300 vessels capable of carrying 4.3 million containers, represents about 18% of global shipping capacity.
这一转变涉及大约300艘能够运载430万个集装箱的船只，约占全球航运能力的18％。
The Rerouting Challenge
改道挑战赛
Rerouting around Africa adds approximately 25% more travel time compared to the usual Suez Canal route, connecting Asia and Europe.
与连接亚洲和欧洲的通常苏伊士运河路线相比，改道非洲的旅行时间增加了约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.
这不仅会增加托运人的运营成本，还可能抬高包括服装、食品和石油等日常用品在内的各种产品的消费者价格。
The Houthi, originating from Yemen, have justified their attacks as a stance against Israel, which is currently involved in a war against Hamas.
来自也门的胡塞武装将袭击辩解为对以色列的立场，而以色列目前正参与对哈马斯的战争。
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，他们的目标不仅限于与以色列有直接联系的船只，对国际贸易构成了更广泛的威胁。作为回应，以美国为首的特遣部队正在加紧努力，加强这条关键海上走廊沿线的安全。
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.
来自Flexport的数据与另一家货运代理巨头德迅国际股份公司（OTCPK：KHNGY）的调查结果一致。截至周三，他们的数据显示，有364艘容量为500万标准箱的船只在非洲改道——比12月22日记录的314艘船舶明显增加。仅在过去一个月中，德迅国际股份公司的股价就上涨了20％，达到2021年10月以来的最高水平。
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强调了这些改道的影响：12月22日至26日期间，亚丁湾入境人数减少了40％，苏伊士运河南行过境减少了45％。
Market Reactions: Maritime Shipping Stocks Rocket
市场反应：海运股飙升
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.
全球第二大集装箱航线丹麦商业集团A.P. Moeller-Maersk A/S（场外交易代码：AMKBY）的股价在过去两周中上涨了近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.
另一家行业巨头，德国赫伯罗特股票代码（OTCPK：HLAGF）的股价在同一时期大幅上涨了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).
总部位于檀香山的Matson Inc.（纽约证券交易所代码：MATX）上涨了11％，与全球船舶租赁公司新闻（纽约证券交易所代码：GSL）的涨幅相似。
The SonicShares Global Shipping ETF (NYSE:BOAT), which tracks stocks from companies operating in the global maritime shipping industry, has soared by 10%.
追踪全球海运行业公司股票的SonicShares全球航运ETF（纽约证券交易所代码：BOAT）飙升了10％。
Chart Courtesy of TradingView: Houthi Attacks Fueled Shipping Companies' Stocks
图表由TradingView提供：胡塞袭击推动了航运公司的股票
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立即阅读： 由于红海紧张局势推高了运输成本，石油在年底上涨
Photo: Shutterstock
照片：Shutterstock