Since December 15, 2023, a series of attacks by Houthi rebels in Yemen have targeted multiple container vessels in the Red Sea. Here is the most recent update as of December 29th on the ongoing situation around the Red Sea.
- Number of vessels that have been rerouted: 215 vessels
- Number of presently underway in the Red Sea transit: 20 vessels
- Number of vessels that have transited through the Red Sea: 31 vessels
- Number of vessels scheduled for transit though the Red Sea: 15 vessels
- Number of vessels that are currently stationery: 2 vessels
A.P. Moller-Maersk and CMA CGM plan to resume transits through the Red Sea. This decision could be influenced by various factors such as improved security measures (Operation Prosperity Guardian), diplomatic efforts, or a reassessment of the risk landscape in the region.
Despite A.P. Moller-Maersk and CMA CGM's decision, some major players in the shipping industry, including Hapag-Lloyd AG, EVERGREEN LINE, and MSC Mediterranean Shipping Company, continue to reroute their vessels to avoid the Red Sea. This divergence in strategies among key carriers reflects the complexities and uncertainties associated with the security situation in the region.
Transit times are anticipated to extend by a minimum of 7-20 days on routes that typically utilize the Red Sea. Longer transit times not only affect delivery schedules but also contribute to increased operational costs for both carriers and shippers.
To offset the costs incurred by rerouting vessels around the southern tip of Africa and avoiding potential security risks in the Red Sea, carriers are imposing Red Sea surcharges. These additional fees are likely to impact shipping costs and may prompt a reassessment of the economic viability of certain routes. It introduces a new layer of complexity for businesses involved in international trade, necessitating a proactive approach to managing costs and logistics strategies.
화물 운송 지연은 단순한 일정 변경이 아니라 기업의 수익과 신뢰도에 직접적인 영향을 미칩니다. 복잡한 글로벌 공급망을 운영하는 기업이라면 화물 운송 지연으로 인해 추가 비용 발생, 계약 불이행, 고객 만족도 하락 등의 문제가 발생할 수 있습니다.
KOTRA는 글로벌 공급망 이슈 대응을 위해 씨벤티지의 실시간 AIS 데이터와 항만 혼잡도 정보를 도입, 수출 중소기업에 더욱 신속하고 정확한 물류 정보를 제공하고 있습니다. 이번 협업을 통해 물류 정보 제공의 신뢰도와 효율성이 크게 향상되며, 디지털 플랫폼 경쟁력을 강화하는 성과를 거두었습니다.
미국이 최근 중국산 선박에 대한 입항 수수료를 대폭 인상하는 정책을 발표하면서, 글로벌 해운 및 조선업계에 큰 변화가 예상되고 있습니다.
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