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日本海事新聞ニュース Japan Maritime Daily Jan 17, 2025 (Fri)

Israel and Hamas cease fire, no immediate resume to Red Sea transit

 Following the agreement between Israel and the Islamic organization Hamas to a ceasefire in Gaza, t ・・・ %E3%80%80Following+the+agreement+between+Israel+and+the+Islamic+organization+Hamas+to+a+ceasefire+in+Gaza%2C+the+shipping+industry%E2%80%99s+focus+is+on+when+sailing+through+the+Suez+Canal+will+resume.+A+shipping+industry+source+said%2C+%E2%80%9CIt+is+difficult+to+resume+sailing+unless+safety+is+ensured+in+the+%3Cb%3ERed+Sea%3C%2Fb%3E+and+the+Gulf+of+Aden%2C+which+connect+to+the+Suez+Canal.%E2%80%9C+He+said+it+was+%E2%80%9Ctoo+early%E2%80%9C+to+resume+sailing.+A+condition+for+the+resumption+would+be+that+the+Houthi+rebels%2C+a+Yemeni+militant+group+that+is+in+solidarity+with+Hamas%2C+stop+attacks+on+commercial+ships.+Once+the+Suez+Canal+becomes+passable%2C+supply+and+demand+for+container+ships%2C+PCTCs%2C+and+other+ships+is+expected+to+ease.+However%2C+this+is+unlikely+to+have+an+impact+on+shipping+majors%E2%80%99+performance+for+this+period.+%3Cbr%3E%E3%80%80The+ceasefire+agreement+was+announced+on+January+15+%28local+time%29+by+Qatar%2C+which+acted+as+a+mediator+in+the+ceasefire+negotiations+together+with+the+United+States+and+Egypt.+The+agreement+will+come+into+effect+on+January+19.+The+ceasefire+will+be+implemented+in+three+phases%2C+and+the+aim+is+to+make+it+permanent.+%3Cbr%3E%E3%80%80Following+the+ceasefire+agreement%2C+a+European+shipping+consultant+pointed+out+on+social+media+that+%E2%80%9Cit+is+too+early+to+be+certain+that+the+ceasefire+agreement+will+hold.%E2%80%9C+%E2%80%9CThe+Houthis+are+likely+to+maintain+the+embargo+on+some+merchant+ships+until+they+see+progress+in+maintaining+the+ceasefire+and+in+negotiations%2C%E2%80%9C+the+consultant+said.+%3Cbr%3E%E3%80%80After+a+large-scale+clash+between+Israel+and+Hamas%2C+which+effectively+controls+Gaza%2C+occurred+in+October+2023%2C+the+Houthis+seized+a+PCTC+off+the+coast+of+Hodeidah%2C+Yemen%2C+in+November+of+the+same+year%2C+dramatically+increasing+the+risk+of+navigation+in+the+%3Cb%3ERed+Sea%3C%2Fb%3E+area.+%3Cbr%3E%E3%80%80The+Houthis+have+since+repeatedly+attacked+civilian+merchant+ships+in+the+%3Cb%3ERed+Sea%3C%2Fb%3E+and+the+Gulf+of+Aden.+Unable+to+ensure+the+safety+of+their+crew+and+ships%2C+shipping+companies+were+forced+to+bypass+the+Suez+Canal%2C+a+key+maritime+route+between+Asia+and+Europe%2C+and+reroute+through+the+Cape+of+Good+Hope+at+the+southern+tip+of+the+African+continent.+%3Cbr%3E%E3%80%80According+to+the+International+Monetary+Fund%E2%80%99s+%28IMF%29+shipping+monitoring+system+%E2%80%9CPortWatch%E2%80%9D%2C+the+number+of+ships+passing+through+the+Suez+Canal+has+fallen+to+20-30+per+day.+Before+October+2023%2C+around+70+ships+passed+through+the+canal.+%3Cbr%3E%E3%80%80When+transporting+by+sea+between+Asia+and+Europe%2C+if+ships+sail+via+the+Cape+of+Good+Hope+instead+of+passing+through+the+Suez+Canal%2C+the+transport+time+is+extended+by+approximately+10+days.+This+led+to+a+tightening+of+supply+and+demand+of+tonnage%2C+causing+freight+rates+to+rise.+%3Cbr%3E%E3%80%80Bypassing+the+Suez+Canal+has+an+impact+on+supply+and+demand+of+tonnage%2C+affecting+all+types+of+ships%2C+including+container+ships%2C+dry+bulk+carriers%2C+tankers+carrying+petroleum+and+petrochemical+products%2C+and+PCTCs.+%3Cbr%3E%E3%80%80The+impact+on+the+performance+of+shipping+majors+is+also+attracting+attention.+The+shipping+majors%E2%80%99+earnings+forecasts+are+based+on+the+assumption+that+they+cannot+pass+through+the+Suez+Canal+until+the+end+of+March+2025.+%3Cbr%3E%E3%80%80A+shipping+industry+source+shared+his+expectations+in+terms+of+what+will+happen+when+the+Suez+Canal+becomes+passable.+He+said%2C+%E2%80%9CTonnage+supply+is+expected+to+increase+by+about+15%25+for+container+ships+and+10%25+for+PCTCs%2C+but+this+will+not+have+an+impact+on+this+fiscal+year%E2%80%99s+performance.+If+there+is+any+impact%2C+it+will+be+seen+from+the+next+fiscal+year+onwards.%E2%80%9C+%3Cbr%3E%E3%80%80Since+October+2023%2C+there+have+been+more+than+130+cases+of+attacks+on+civilian+merchant+ships+and+chase+involving+suspicious+vessels+in+the+%3Cb%3ERed+Sea%3C%2Fb%3E+and+Gulf+of+Aden.+Two+ships+were+sunk%2C+with+four+crew+members+killed.+Attention+is+also+focused+on+whether+the+PCTC+%E2%80%9CGalaxy+Leader%2C%E2%80%9C+which+was+seized+by+the+Houthis%2C+will+be+released%2C+including+its+crew.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E



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