
The collapse of a Houthi-US ceasefire has renewed threats to vessels in the Red Sea, Gulf of Aden and western Indian Ocean. The Houthis said they would resume targeting US-linked assets, though many ships have already been rerouting around Africa's Cape of Good Hope for months.
Egypt has reported large Suez Canal revenue losses.
Continued Red Sea risk keeps Cape routing and freight costs elevated, supporting higher ocean freight and fuel costs for grain and feed imports into Asia and Europe.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 656 peristiwa geopolitik bullish sebelumnya, Minyak Mentah (Brent) bergerak median +1,9% selama 5 sesi (63% lebih tinggi; separuh tengah -2,7% sampai +6,6%), dan +0,7% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.