The crisis in the Hormuz Strait reshapes global logistics, and the global logistics chain is undergoing a major reorganization.
The blockage of the Strait of Hormuz caused by the situation in the Middle East has also had a serious impact on global logistics. This situation has been ongoing for over a month, and the logistics industry has gradually shifted from the initial "shutdown and contingency avoidance" to "rerouting and re-pricing." With the continuous adjustment of routes and transportation methods, this impact is also driving the redistribution of risks and rewards in the global logistics chain. As the crisis in the Strait of Hormuz continues to escalate, the transportation of Middle Eastern oil is obstructed, leading Asian and European buyers to turn more to the United States, West Africa, and other places to seek alternative sources of goods. Some industry insiders have stated: "For shipping, it's like 30% of the normal oil transportation volume can't go out because importing countries are urgently looking for oil elsewhere, but the ships haven't had time to be redeployed." In contrast, the situation for air freight logistics in this crisis is more complex. On the one hand, after the obstruction of sea transport, some high-efficiency, high-value goods are turning to air transport, directly driving up transportation prices; on the other hand, although air transport prices are rising, air freight logistics companies are also facing multiple pressures such as soaring fuel costs. Currently, there is no sign of an end to the regional conflict, and the restructuring of this logistics chain is still ongoing.
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