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Maersk says the Red Sea disruption will likely persist through 2025, with Houthi attacks forcing vessels around the Cape of Good Hope, adding 10 to 14 days to journeys. The company raised its 2025 profit forecast on stronger volumes and expects container growth of 2 to 4 percent.
Longer routings keep container and bulk freight costs and insurance elevated, supporting ocean freight rates and fuel costs that feed into landed feed ingredient prices.
历史可比事件尚不足,暂无法给出历史解读。
在过去 656 次看涨的地缘政治事件之后,原油(Brent) 在 5 个交易日内中位数变动 +1.9%(63% 上涨;中间一半区间为 -2.7% 至 +6.6%),20 个交易日内为 +0.7%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。