Shipping groups shy away from the Horum Strait

The Islamic Revolutionary Guard of the high -speed boat, which floats along the Gulf during the IRGC marine parade to celebrate the National Gulf Day, near Bushera’s nuclear power plant in the city of Sir Port Bushe, in southern Iran, April 29, 2024.

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Some shipyers have decided to avoid strategically important The Strait of the HillIn accordance with the world’s largest shipping association that reflects an increasing sense Restless industry As Israeli-Iran conflicts.

Israel An unexpected attack On Friday, Iran’s military and nuclear infrastructure was accompanied by four days of escalation of the war between regional enemies.

This pushed the judges to show an additional degree of caution both in the Red Sea and in the Hormuz Strait, critical gateway For the global oil industry – and the vital entry point for container ships calling to the massive port Jobel Ali Dubai.

Jacob Larsen, Head of Security in BIMCO, who represents world vessels, said the Israeli and Iran’s conflict seems to be increasing, causing concern in the community community and causing a “modest fall” in the number of ships floating through the area.

BIMCO, which usually does not urge the courts to stay away from certain areas, said the situation had imposed an element of uncertainty.

“The circumstances and tolerance of the risk are very different compared to the owners of the vessel. Most shipping owners have decided to continue, while some seem to hold on,” Larsen CNBC said.

“During periods of heavy security threats, freight and salary tariffs and crew salaries often grow, creating an economic incentive for some to risk going through conflicts. While this dynamics may seem rudimentary, these are the mechanisms that have supported global trade through conflicts.”

A shed of a chorm that connects the Gulf Persian with the Arabian sea, recognized by one of the The world’s most important oil points.

In 2023 the oil flows along the waterway as average 20.9 million barrels per day, according to the US Energy Information Administration, which is about 20% of the consumption of global oil fluids.

The inability of oil to go through the Hormone Strait, even temporarily, can increase world energy prices, raise delivery costs and create significant delays with supplies.

Along with the oil, the hubrus is also key to global containers. All because the ports in the region (Jebel Ali and Khor Fakkan) is Hubs Transshindship, which means that they serve as global shipping media.

Most of the volumes from these ports are intended for Dubai, which became the center of the cargo movement with the services of the Persian Gulf, South Asia and East Africa.

There are signs that the shipping companies are shying away from the Hormuz Strait: Analyst

Peter Tirshuel, Vice President of the Maritime and S&P Global Market Intelligence Intelligence Trade, said in recent days had signs that shipping groups were starting to “shy” from the mountain straits in recent days without naming any specific firms.

“You could see the influence that the rebels Huti had on sending through the Red Sea. Although there is (there is) very little recent attacks in the region, however, the threat has directed the vast majority of container trading in southern Africa. It happened over the past year,” said Tirshwell, “he said,”A boxed box as Asia“Monday.

“The ocean carriers do not plan to return to the Mass to the Red Sea, and therefore a very threat of military activity around the narrow routing, as the Hormuz Strait, will be sufficient to significantly disturb the delivery,” he added.

Israeli-Iran conflict raises tariffs for freight transport

Last week, truck rates jumped after Israel’s attacks on Iran. Indeed, the data published on Monday from the KPERER analytical firm showed that Midea Gulf Tanker Tankers Tankers increased by 24% to $ 1.67 a barrel.

Climbing VLCC (very large rude carriers) tariffs for the largest daily move per year, albeit from a relative lull in June, and confirmed the risk perception in the area.

KPler analysts note that a greater increase in freight tariffs is probably because the situation remains very unstable, although the marine war at risk remains unchanged.

Rockets launched from Iran have been intercepted from Tel -Vaviv, Israel, June 16, 2025.

Ronne Zvulun | Reuters

David Smith, head of Halla and maritime commitments in the insurance broker McGill and partners, stated that the delivery insurance rates, at least, “remain stable without a noticeable increase since the recent hostilities between Israel and Iran.”

But this “may change dramatically, depending on whether there is an escalation in the area, he added.

“With the quotes of war, which act only 48 hours before the entry into the” Violation “area, the underers have the opportunity to quickly increase the premiums in accordance with the perceived risk,” Smith CNBC said.

On August 7, 2019, on August 7, 2019, Hapag-Lloyd Ag Leverkusen leaves the port of Janshan, headed by the Shanghai International Port Group.

Bloomberg | Bloomberg | Gets the image

A spokeswoman for the German liner containers Lloid He said that the threat to the Strait of Mountains remains “significant”, albeit without direct risk to the sea sector.

Hopag-Lida said he did not involve any big problems in crossing the waterway at the moment, acknowledging that the situation may change for a “very short” period of time.

The company added that it has no direct plans to overcome the Red Sea, however, noting that this has not been done since the end of December 2023.

– Lauri Anne Laroka in CNBC made a contribution to this report.

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