Plummeting 82%! Breakthrough $10,000 per box! Global capacity is facing a major reshuff

According to Clarkson's research statistics, the volume of cargo passing through Suez Canal accounts for about 10% of the total global seaborne trade every year. Up to now, there are more than 24,000 ships passing through Suez Canal. Among them,12,615 ships pass in the north direction (Asia to Europe), accounting for 51%, and the proportion of ships passing in the north-south direction is basically balanced.

Data show the impact of uncertainty in the Red Sea is already evident: the number of container ships entering the region on December 17 was seven. Compared with the first half of this month, the gross tonnage of container ships arriving in the Red Sea has plummeted by 82%.

In the Asia-Europe route via the Red Sea and Suez Canal, container shipping capacity is highly concentrated. Among them, the top 11 shipping companies control about 95% of the capacity. Therefore, the adjustment of shipping routes by shipping companies will affect the capacity of the global shipping supply chain.

Due to the continuing impact of the Red Sea situation, many shipping companies have chosen to bypass the Cape of Good Hope, and the change of ship navigation route has caused confusion in route capacity and shipping schedule, as well as soaring freight rates. According to CNBC, the sea freight rate from Shanghai to Britain is as high as $10,000 for a 40-foot container.

The total capacity affected by the incident is estimated to be 4.2 million TEUs as of December 22, according to data released by Dexun. The value of cargo affected by the ship's diversion is estimated at about $105 billion, according to MDS Transmodal, a maritime transport data company. 

骤降82%！单箱突破10000美金！全球运力面临大洗牌

       据克拉克森研究统计，每年通过苏伊士运河的货量约占全球海运贸易总量的10%。截至现在，通过苏伊士运河船舶已超过24000艘次。其中北向（亚洲向欧洲方向）达12615艘次，占比达到51%，南北向通行艘次比例基本均衡。

       数据显示，红海海域的不确定性带来的影响已经显现：12月17日进入该地区的集装箱船数量为7艘。与本月上半月相比，抵达红海海域的集装箱船总吨位骤降了82%。

       在途径红海和苏伊士运河的亚欧航线，集装箱航运的运力集中度较高。其中，前11家航运公司大约控制着95%的运力。因此，船公司对于船舶航线的调整，将影响全球海运供应链的运力情况。

       由于红海局势的持续影响，许多船公司选择绕道好望角，船舶航行路径的改变，造成了航线运力和船期的混乱，以及运价的飙升。据CNBC报道，上海到英国的海运费，一个40英尺的集装箱竟然高达10000美元。

       根据德迅公布的数据显示，截至12月22日，受此次事件影响的总运力预计有420万标准箱。根据海上运输数据公司MDS Transmodal的估计，因船舶改道而影响的货物价值在1050亿美元左右。