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The proposal of US President Donald Trump to take over Gaza hoped for more than a year of the disorder for a return to the Red Meer Road, according to the shipping vehicles.
Trumps Shock announcement This week the fears have raised that the militant group of Houthi in Yemen in Yemen could renew its threat to commercial ships that could be crossed the Red Sea after declaring it last month that it would stop after the ceasefire of Israel-Hamas, to judge most ships.
Jan Rindbo, managing director of the Commodities Shipping Group North, said, Trump’s plan added “to this picture of turbulence and tensions in the Middle East and that could extend the problem of the Red Sea”. The announcement increased “the risk that the Houthis will not only sit closely,” he added.
Trump’s Gaza proposal tightened the uncertainty of his unpredictable approach for trade and shipping industry. In his first day of office of the President of the President Tariff threats In the case of several trading partners, the fears of commercial wars and global economic decline were put back into operation, which could make the shipping company.
The announcement of the Houthis on January 19 that they would Lift sanctions A minor increase in shipments after Yemen was followed on ships, with the exception of those registered in Israel or are owned by Israeli units. Since the start of their campaign at the end of 2023, the Houthis threatened all ships that ran to Israeli ports, as well as those that belong to the British and US companies.
The number of transits through the BAB-EL-Mandeb-Straße, which entered the Red Sea in the week after the Houthis’s announcement in the week after Yemen, had 4 percent of these ships, according to Lloyd’s List Intelligence About 25 avoided the area since 2023 or not sailed through the street historically, it said.
According to the raw material data company ICIS, a liquef also natural gas carrier that has recently left Oman will transport the first non-Russian LNG freight for more than a year. The Salalah LNG signals a Turkish port with an estimated arrival of February 16, which indicates that it would have to take the Red Sea route in order to arrive in time.
Bridget Diakun, Maritime Risk Analyst at Lloyd’s List Intelligence, said that “a small number of ships returned”, but others were still waiting “for proof of stability”.
But more shipowners now set back on an escalation in the tensions of the Middle East and for the Houthis to restrict their promises to limit attacks, said executives.
Lars Jensen, CEO of Vespucci Maritime, which offers revisories and dealers, said that the early hopes of returning to the pass through the Red Sea had been overthrown.
“A week ago there was a light at the end of the tunnel,” said Jensen. But now “the likelihood of a return to the Red Sea is reduced”.
Rindbo said that transits could take peace in the Red Sea after about two months, but Trump’s explanation did not really help to ensure that this is a region that is stable “. Guide in the Middle East Attack of Trump’s proposal.
Dealers itch after the disorder that has been too normal for more than a year Increased shipping times and costs The longer route in Africa recorded as a ship between Europe and Asia.
The Danish container shipping group AP Møller-Maersk predicts this week that the trade through the Red Sea will be restricted in the worst case by the middle of 2025 to the end of the year. The former would probably break through the Danish container shipping giant this year, but the latter could see that he deserves about $ 3 billion.
“Going back through Suez is such a complex process that we have to make sure that we only return a few months. Customers don’t want a flip-flop, ”the managing director Vincent Clerc told the Financial Times.
Maersk previously tried a return to the Red Sea in December 2023, but the Houthis shot almost immediately and tried to climb one of his ships, which the company asked to change the shipments again.
“As long as there are doubts about what things will look like in a few weeks in the street, we will wait,” said Clerc.