Kuehne + Nagel: The rising trend of freight rate will continue until the end of January! 

Recently, the world's largest maritime freight forwarder Kuehne + Nagel Group issued a customer announcement shows that the recent escalation of the situation in the Red Sea/Suez Canal is expected to continue to have a significant impact on global shipping.

With the implementation of shipping companies' coping plans and strategies, the potential impacts include: the delay of delivery time, the extra cost brought by bypass pushing up freight, the increase of fuel consumption and related costs, the decrease of available capacity triggering the increase of freight rate, the adjustment of routes aggravating the interruption of port and terminal operations, the prolonged voyage time disrupting the allocation of empty containers, resulting in the shortage of containers at the starting port, the disorder of shipping schedule and the forced diversion of ships, etc.

The announcement also pointed out that unless escort solutions are adopted, shipping companies may eventually be forced to divert ships on all affected routes around the Cape of Good Hope in Africa, which will consume at least 2.5 million TEUs of capacity, or about 9% of the global container fleet, resulting in a shortage of available capacity worldwide. 

Affected by the turbulent situation in the Red Sea, the available capacity will be further reduced in the short term, and the short-term freight rate will continue to rise in the next few weeks, and this trend is expected to last until the end of January. 

德迅：运价上涨势头将持续至1月底！

       近日，全球第一大海运货代德迅集团发布的客户公告显示，近期红海/苏伊士运河局势的升级，预计持续将对全球航运产生重大影响。

       随着船公司应对计划和策略的落地，潜在的影响包括：交付期的延迟、绕行带来的额外成本推涨运费、燃油消耗及相关成本的增加、可用运力减少触发运价上涨、航线调整加剧港口和码头的运营中断、航程时间延长打乱空箱调拨从而造成始运港缺箱、船期素乱及船只被迫改道等。

       公告还指出，除非采取护航解决方案，否则船公司最终可能被迫把所有受影响航线的船只改道绕行非洲好望角，如此将消耗至少250万标箱运力，或约等于全球集装箱船队9%的运力，从而导致全球范围内的可用运力短缺。

       受红海动荡局势影响，短期内可用运力将进一步减少，未来几周短期运价将继续上涨，且这一势头预计将持续至1月底。