Suez Canal Traffic Up 32% in October, ONE Plans European Route Return　スエズ運河、10月通航量32%増　ONEも欧州航路復帰へ

Hormuz Tensions Reshape Crude Oil Flows, While Return of Container Ships Affects Vessel Supply and Demand

ホルムズ海峡の緊張で原油輸送再編、コンテナ船復帰が船腹需給に影響

Vessel traffic through Egypt’s Suez Canal is recovering. According to the Suez Canal Authority, the number of vessels transiting the canal in October 2026 rose 32% year on year to 1,490, the highest level since the start of the Red Sea crisis.

Changes in crude oil transport routes amid security risks in the Strait of Hormuz, together with the return of container ships, are supporting the recovery.

Ocean Network Express (ONE), jointly owned by Japan’s three major shipping companies, NYK, MOL and K Line, is also planning to resume transits through the Suez Canal on its European services.

■ The Full Article Covers the Following Topics (Approximately 2,000 Japanese Characters)

→ Suez Canal traffic rises 32%, reaching its highest level since the Red Sea crisis began

→ Hormuz tensions reshape crude oil flows as tanker transits surge

→ ONE plans Suez return on European routes, but actual transit remains unconfirmed

→ Ending Cape of Good Hope diversions increases vessel capacity, affecting container freight rates

→ ONE forecasts $2bn net income, with route resumption set to affect earnings of Japan’s three major shipping companies

Photo courtesy of ONE, iStock

(Please read the full article in the paid edition, available in English and Japanese. The Japanese article follows the English version.)

スエズ運河、10月通航量32%増　ONEも欧州航路復帰へ

ホルムズ海峡の緊張で原油輸送再編、コンテナ船復帰が船腹需給に影響

　エジプトのスエズ運河で船舶通航量が回復している。スエズ運河庁によると、2026年10月の通航隻数は前年同月比32%増の1490隻となり、紅海危機以降で最多を記録した。ホルムズ海峡の安全保障リスクを背景とした原油輸送経路の変更と、コンテナ船の復帰が回復を支えている。

　日本の海運大手3社が出資するオーシャン・ネットワーク・エクスプレス（Ocean Network Express、ONE）も欧州航路のスエズ運河経由への復帰を計画する

■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）

→スエズ運河の通航量が32%増、紅海危機以降で最多を記録

→ホルムズ海峡の緊張が原油輸送を再編、タンカー通航が急増

→ONEが欧州航路のスエズ復帰を計画、実際の通航は未確認

→喜望峰迂回の解消で船腹供給が増加、コンテナ運賃に影響

→ONEの純利益予想20億ドル、航路復帰が海運3社の収益を左右

Photo courtesy of ONE, iStock

（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）