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Alphaliner data show 63% of Asia-Europe container traffic now transits the Suez Canal as carriers return to the Red Sea route. Shippers face extra war-risk insurance, and a drone was reportedly downed near the Bab el-Mandeb Strait.
A faster Suez return should loosen Asia-Europe capacity and could lower freight rates, though insurance and security costs partly offset that effect for feed importers.
market-insights.upply.comJérôme de RicqlèsNov 5, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
