世界第二大海运公司马士基(A.P. Moller-Maersk)表示，由于胡塞武装的袭击，该公司将继续通过好望角改变其船只的航线。

这将是“可预见的未来”的前进方向。该公司还向客户发布了一份官方更新，详细说明了它遇到的问题，以及它为应对航运相关中断的影响而采取的行动。

马士基补充说，近几个月来，红海的局势变得更加复杂，促使该公司改变航线，以确保其船员、货物和船只的安全。

随着危险区域的扩大和残酷的袭击向更远的近海延伸，船只被迫走更长的路线，从而导致额外的时间和成本。

马士基谈到了意外的发展，造成了瓶颈，船只聚集，设备和产能短缺以及延误。

该航运巨头进一步估计，第二季度远东至北欧和地中海市场的全行业运力将下降15%至20%。

该公司正在提高航行速度，增加运力以提高可靠性。

马士基还额外租赁了超过12.5万个集装箱，以满足客户的需求。

虽然现货价格有所上升，而且仍明显高于一年前，但成本也有所增加。

由于航程更长，航行速度提高，以及额外的燃料成本，导致附加费转嫁给托运人。

例如，Maersk表示，每次航行的燃料使用量增加了40%，目前的租船费率是原来的三倍，通常为五年固定费率。

Maesrk报道称，虽然它最近降低了旺季附加费，但为了支付额外费用，它再次提高了附加费。

该公司将继续审查附加费，如果有变化，将进行更新。

据报道，上周，在强劲的开局之后，马士基上调了今年的财务指引的下限，这主要是由于船舶改道和强于预期的需求。

最新消息发布之际，以色列在加沙南部与埃及接壤的拉法对哈马斯发起了军事行动。

周五，胡塞武装威胁要升级对航运的袭击，以回应以色列对这座城市的袭击，并承诺对所有向以色列港口供应货物和进入港口的船只和公司实施制裁，无论其国籍或目的地如何。

周一，美国中央司令部表示，其部队成功击落了伊朗支持的胡塞武装在红海上空发射的一架无人驾驶飞机。

上周，胡塞武装威胁要开始袭击地中海东部的船只。此前，一架无人机瞄准了印度洋上距离非洲之角东南约300海里处的一艘MSC集装箱船。

这次袭击造成了轻微的损失，据悉这是该组织在亚丁湾和红海以外的首次袭击。

▲Image credits: Maersk/Twitter

英文原文

A.P. Moller-Maersk (Maersk), the second-largest ocean carrier in the world, says it will continue rerouting its vessels via the Cape of Good Hope owing to Houthi attacks.

This will be the way forward for the “foreseeable future”. The firm also issued an official update to the customers detailing the issues it is encountering and its actions to combat the effects of shipping-related disruptions.

Maersk added that the situation in the Red Sea has become more complicated over the recent months, prompting the firm to reroute to enable the safety of its crew members, cargo, and vessels.

With the risk zone expanding and brutal attacks reaching further offshore, vessels are compelled to take longer routes, resulting in additional time and costs.

Maersk spoke of the unexpected development causing bottlenecks, vessel bunching, shortages in its equipment and capacity, and delays.

The shipping major further estimates an industry-wide capacity loss of 15% to 20% in the Far East to North Europe and Mediterranean market for the second quarter.

The firm is improving sailing speeds and adding more capacity to enhance reliability.

Maersk has also leased more than 1,25,000 additional containers to satisfy customer demands.

While spot rates have increased and remain significantly higher than a year ago, costs have also increased.

Owing to longer journeys, augmented sailing speeds, and additional fuel costs have led to surcharges that have been passed to the shippers.

For example, Maersk informed that fuel usage per journey had increased by 40%, with charter rates currently three times higher, typically fixed for five years.

Maesrk reported that while it has recently lowered the Peak Season Surcharge, it has been raised again to cover additional costs.

The company will continue reviewing the surcharges and update if there are changes.

Last week, after a strong start, Maersk reportedly raised the lower end of its financial guidance for this year, largely due to ship reroutings and stronger-than-expected demands.

The update comes as Israel initiated a military operation against Hamas in Rafah, situated in southern Gaza on the border with Egypt.

The Houthis on Friday threatened to escalate attacks on shipping in response to an Israeli attack on the city, pledging to levy sanctions on all vessels and firms that supply and enter Israel’s ports, irrespective of nationality or destination.

On Monday, the U.S. Central Command said that its forces successfully shot down an uncrewed aerial system fired by the Iranian-supported Houthis over the waters of the Red Sea.

Last week, the Houthis threatened to begin targeting vessels in the eastern Mediterranean Sea following the launching of a UAS targeting an MSC container vessel in the Indian Ocean about 300 nm to the southeast of the Horn of Africa.

The attack, which caused minor damages, is understood to be the group’s first outside the Gulf of Aden and the Red Sea.

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