Red Sea Crisis Delays Impact Global Supply Chains(AI Translation)
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文｜财新周刊 李蓉茜 胡暄
By Caixin Weekly's Li Rongqi and Hu Xuan
“我们的主要任务不仅是阻止与敌国以色列有联系的船舶，通过阿拉伯海、红海和亚丁湾，还包括阻止这些船舶经印度洋前往好望角。”2024年3月14日，盘踞也门西北部、扼红海及曼德海峡航道的胡塞武装，对红海邻近水域的船只发出了新一轮警告。这一激进武装组织屡袭商船，造成亚欧航线大量船舶被迫改道，红海地区这样的紧张局势已持续超过四个月。
"Our main task is not only to stop ships connected with the enemy state of Israel from passing through the Arabian Sea, the Red Sea, and the Gulf of Aden but also to prevent these vessels from heading towards the Cape of Good Hope via the Indian Ocean." On March 14, 2024, the Houthi rebels entrenched in northwest Yemen, controlling the shipping lanes of the Red Sea and the Mandeb Strait, issued a new round of warnings to ships in nearby waters. This aggressive militant group has repeatedly attacked merchant ships, forcing a significant number of vessels on Asia-Europe routes to divert their course. The tension in the Red Sea region has persisted for more than four months.
尽管国际社会不断升级应对手段，但迄今为止，这场对全球航运贸易与供应链造成重大干扰的危机，仍未显露出任何结束的迹象。
Despite the international community's escalating responses, the crisis that has caused significant disruptions to global shipping trade and supply chains has yet to show any signs of ending.
2023年11月19日，从土耳其开往印度的汽车运输船“银河领袖”号（Galaxy Leader）被胡塞武装扣押，成为首艘受袭船舶。2023年12月15日，全球头部航商马士基率先宣布暂停红海运输，并随即演变成一场囊括亚欧航线几乎所有集装箱航运巨头的集体断航行动。
On November 19, 2023, the car carrier "Galaxy Leader," en route from Turkey to India, was seized by Houthi rebels, marking the first vessel to be attacked. On December 15, 2023, Maersk, a leading global shipping company, was the first to announce the suspension of its Red Sea transportation services. This move quickly escalated into a collective halt of operations by nearly all major container shipping giants across Asia-Europe routes.
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- The Houthi rebels in Yemen have escalated their attacks on ships in the Red Sea, causing significant disruptions to global shipping and trade routes, with attacks leading to rerouting of ships via the Cape of Good Hope. This situation has persisted for over four months as of March 2024, despite international efforts to address the crisis.
- The crisis has had a profound impact on global supply chains, including increased shipping costs and extended delivery times for goods ranging from photovoltaic components from China to Europe to wind turbine blades destined for Saudi Arabia. Some regions have seen opportunities in this disruption, with ports in the Arabian Peninsula east coast and parts of Africa experiencing increased cargo volumes.
- The root cause of the Red Sea crisis is linked to broader geopolitical tensions in the Middle East, particularly the conflict between Israel and Hamas in Gaza. Efforts to resolve the crisis are complicated by various factors, including political pressures within Israel and differing demands between Israel and Hamas for a ceasefire. Talks aimed at reaching a ceasefire agreement are ongoing but face significant challenges.
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