Three ships caught fire, 900 ships were interrupted, and major shipping routes may face shutdown
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Recently, three cargo ships caught fire in the Gulf of Oman near the Strait of Hormuz. The Iranian Fars news agency released photos of the alleged fire vessel.
The Yemen News Channel website quoted a real-time satellite photo of the Fire Information (FIRMS) of the Resource Management Information System under NASA, which also showed suspected fire points in the relevant sea areas.
According to data from Starboard Maritime Intelligence, navigation signals for more than 900 ships in the Strait of Hormuz and the Persian Gulf were interrupted as the Israeli-Iran conflict intensified!
Ship trajectory tracking data shows that ships, including many well-known shipowners' companies, have experienced abnormal and tortuous sailing routes and other irregular movements in the past two days.
The Persian Gulf countries responded after Israel attacked Iran's nuclear military targets on Friday (June 13) and oil tankers, container ships, dry bulk carriers and fishing vessels in the region were affected, and the conflict increased the possibility of sea collisions. It may also lead to passive shutdowns in the Strait of Hormuz and the Persian Gulf!
At the same time, the remarks of Iran's top leaders "consider closure of the Strait of Hormuz" have made the maritime transportation industry worried. Larsen, director of maritime security at the Baltic International Shipping Association (BIMCO), pointed out that if the United States is seen as intervening in the conflict, the strait will face risks such as missile attacks on mines and harassment of merchant ships.
At present, several international shipping companies have begun to evaluate alternative routes to the Cape of Good Hope in Africa. Although some analysts believe that Iran is unlikely to completely close the strait, the "semi-lockdown" will also trigger a surge in shipping insurance premiums, freight rate fluctuations and logistics chaos.
In addition, the Red Sea shipping line also faces severe threats. Several maritime security agencies are concerned that Iran may use Yemeni Houthi forces to increase its harassment of the Red Sea shipping line. In the past year, Houthi armed forces have used drones and missiles to attack more than 30 international merchant ships, forcing a large number of shipping companies to circulate Africa, and the safety and stability of the Red Sea shipping line have been severely damaged.
The Strait of Hormuz is an important maritime channel for oil transportation in the Gulf region, and about one-third of the world's maritime crude oil trade passes through the Strait of Hormuz. These include tankers that account for about 20% of global oil consumption per day, and about 5% of global container freight.
The "high risk" of the Red Sea and the Strait of Hormuz prompted shipping companies to consider going around the Cape of Good Hope in Africa. But this option will increase the range by 10 to 14 days, pushing up fuel and labor costs, leading to tight global capacity scheduling, especially time-sensitive routes.
Analysts believe that this may break the advantages of traditional Asia-Europe main routes and promote a reshuffle of the global shipping network. The status of ports in South Africa and East Africa is expected to rise in stages.
Foreign trade and logistics companies that accept Iran's orders will increase significantly. Before shipment, there is a risk of collection, and after arrival at the port, there is a risk of loss of goods and abandonment. If you want to do it, the money must be collected first and the war exemption clause must be added.
