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2026-04-06 16:33:17
[The Strait of Hormuz Crisis Reshapes Global Logistics, Ushering in a Major Restructuring of the Global Logistics Chain] The disruption of passage through the Strait of Hormuz caused by the Middle East situation has severely impacted global logistics. This situation has persisted for over a month, and the logistics industry has gradually shifted from initial "shutdowns for risk aversion" to "rerouting and diversion" and "repricing." With continuous adjustments to routes and transportation methods, this shock is also driving a redistribution of risks and benefits within the global logistics chain. As the Strait of Hormuz crisis continues to escalate, the export of Middle Eastern crude oil is hampered, and Asian and European buyers are increasingly turning to the United States and West Africa for alternative sources of cargo. A related source stated, "For shipping, this is equivalent to 30% of the normally transported oil not being able to be shipped out, because importing countries are rushing to find oil elsewhere, but ships haven't been able to be redeployed in time." In contrast, air logistics faces a more complex situation in this crisis. On the one hand, with maritime transport disrupted, some time-sensitive and high-value goods are shifting to air freight, directly driving up freight rates; on the other hand, although air freight prices are rising, air logistics companies are also facing multiple pressures, including soaring fuel costs. As the regional conflict shows no signs of ending, the restructuring of the logistics chain continues. (CCTV Finance)
