Container carriers return to Suez despite security risks as capacity tops 50% スエズ運河通航船腹量5割回復、船社の狙い

Shorter routes and greater operational efficiency take priority despite continued Houthi attacks and piracy threats
フーシ派の攻撃や海賊の脅威が残る中、航路短縮と運航効率改善を優先
Major global container shipping lines are moving to resume transits through the Suez Canal despite continuing Houthi attacks on commercial vessels and the risk of piracy off Somalia.
Singapore-based Ocean Network Express (ONE), backed by Japan’s three major shipping companies, is among the carriers returning to the route. Why are shipping lines choosing to return to the Suez Canal while security threats persist?
■What you can read in the full article (approximately 2,000 Japanese characters)
→ Why are major container carriers rushing back to the Suez Canal despite continuing Houthi attacks and piracy threats?
→ Major carriers including ONE and HMM are changing routes. How will they balance crew safety with operational efficiency?
→ Some carriers are transiting the Red Sea under naval protection. What security measures are supporting their return to high-risk waters?
→ Cape of Good Hope diversions increased vessel demand by 10%. Could a return to Suez disrupt freight rates in 2027?
→ Analysts forecast a full return by early 2027. What will normalisation of the route mean for Japanese shipowners and the charter market?
(Continue reading the full article in the paid edition, available in English and Japanese. The Japanese version follows the English article.)

コンテナ船社、航行リスク下でもスエズ運河通航船腹量5割回復の狙い
フーシ派の攻撃や海賊の脅威が残る中、航路短縮と運航効率改善を優先
フーシ派による商船攻撃やソマリア沖の海賊リスクが続く中、世界の主要コンテナ船社がスエズ運河航路への復帰を進めている。
日本の海運大手3社が出資するシンガポール船社のオーシャン・ネットワーク・エクスプレス(ONE)なども航路復帰を進める。安全保障上の脅威が残る中、船社はなぜスエズ運河への回帰を選ぶのか。
■記事本文では以下の内容を読むことができます(記事全文約2,000文字)
→ フーシ派の攻撃や海賊の脅威が続く中、なぜ主要コンテナ船社はスエズ運河への復帰を急ぐのか。
→ ONE、HMMなど主要船社が航路変更へ。船員の安全と運航効率をどう両立させるのか。
→ 海軍の保護を受けて紅海を通航する船社も。危険海域への復帰を支える安全対策の実態とは。
→ 喜望峰迂回で膨らんだ船腹需要10%。スエズ運河への復帰が2027年の運賃市況を揺さぶる。
→ 2027年初頭に全面復帰との予測も。航路正常化は日本船主の用船市場に何をもたらすのか。
(続きは英語と日本語で書かれた有料版の本文でお読みください。日本語の記事は英文記事に続いて掲載されています)