最航运 | 附完整名单！已有数十艘集装箱船绕行好望角！|king|巴拿马运河

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我是丹尼斯，继续更新苏伊士运河堵船中断事件，其实就做了预判和影响分析，做为自媒体第一时间发布，然后做为投资者发现当天****大跌果断买入坐等上涨，目前现实仍在往预判的方向在走，有在雪球做投资记录，仅供参考。

继续不放不确定的内容，知道大家已信息过剩，只需知道EVER GIVEN仍丝毫没动，往最坏的结局去做预案，即使最好的预测下周顺利脱险，后续的蝴蝶效应也将是一片Chaos。还是那句，4月会更艰难，做好充分准备。当然，身体是第一位的，获悉一位同行也是最航运学习交流群的群友3月25日晚不幸脑溢血当即手术进了ICU。祝好，平安。

值得一提的是，为什么当天说除了欧线，美东也将直接影响。因为巴拿马运河最大通行能力有限，但苏伊士运河可以通行目前全球最大24000TEU集装箱船，而且货源制造业重心逐渐向中南半岛，孟加拉印度转移，苏伊士运河通行费又打5折促销与巴拿马争流量，因此目前亚洲到美东航线经苏伊士运河的比例已经相当高了。

我请容易船期做了具体分析汇总，2021年从亚洲到美东共有23条航线，其中14条走巴拿马运河， 9条走苏伊士运河。出发港华东、华北、韩国组CP的航线走巴拿马运河；华东、华南、台湾组CP的航线走巴拿马运河，但华南和东南亚港口一起的航线走苏伊士运河，纯东南亚港口或纯印巴港口的航线肯定是走苏伊士运河。

下面汇总船公司发布的受影响的船期，非常高的比例船开始绕行好望角！在不确定中找可以确定的方案，这是明智的！谁知道会不会堵一个月。铁路，空运，海空预案都可以准备起来了。

COSCO SHIPPING更新

MSC更新

Vessels being re-routed via the Cape of Good Hope:

Australia Express service: MSC SINDY, voyage MA109A
2M America service: MAERSK ALGOL, voyage 108E
2M Elephant service: MAERSK SKARSTIND, voyage 109E
2M Emerald service: BREMEN, voyage UL108W
2M Emerald service: MSC BILBAO, voyage UL109W
INDUSA service: NORTHERN JAVELIN, voyage IV109R
INDUSA service: VARNA BAY, voyage IV110R
NWC to IPAK service: CONTI CORTESIA, voyage IP111R
2M Lion Service: MSC AMSTERDAM, voyage QL110W
2M Albatross service: MERETE MAERSK, voyage 111E
2M Silk Service: MAERSK MADISON, voyage 111E

Vessels being turned back as per below comments:

India-Med Service: MSC STELLA, voyage MI109R, will discharge cargo at King Abdullah Port and return to India.
INDUSA Service: SEAMAX DARIEN, voyage IV108R, will discharge cargo in Mediterranean ports awaiting further orders.

Vessels impacted in the Suez area

As at 1800hrs CET, 26 March, the following vessels with MSC customers' cargo onboard are in the local area as we continue to monitor the situation (MSC fleet in bold; list subject to change).

Vessels anchored at the Great Bitter Lake during transit on 23 March:

MSC ROMA (southbound) – NWC to IPAK service, voyage IP109A
MAERSK ESMERALDAS (southbound) – 2M Shogun service, voyage 107E
MAERSK SAIGON (southbound) – 2M Elephant service, voyage 107E
GUNDE MAERSK (southbound) – 2M Empire service, voyage 108W

Vessels southbound waiting at anchor:

SEAMAX GREENWICH – Australia Express service, voyage MA108A
MAERSK HANOI – 2M Phoenix service, voyage 109E
SEAMAX NORWALK - Himalaya Express service, voyage IS109A
GEORG MAERSK – 2M Lion service, voyage 106E
MSC GIULIA – Indus Express service, voyage IU107R
ADRIAN MAERSK – 2M America service, voyage 107E

Vessels northbound waiting at anchor:

MSC ERICA – 2M Shogun service, voyage QH108W
CONTI EVEREST – Australia Express service, voyage MA107R
MSC RIFAYA – 2M Albatross service, voyage FB108W
MSC BENEDETTA – Himalaya Express service, voyage IS109R
MSC OSCAR – 2M Tiger service, voyage FT107W
LE HAVRE – NWC to IPAK service, voyage IP110R
EBBA MAERSK – 2M Condor service, voyage 109W
MUNKEBO MAERSK – 2M Griffin service, voyage 109W
MARY MAERSK – 2M Silk service, voyage 108W

HAPAG LLOYD更新

Rerouted via Cape of Good Hope:

“HMM Dublin”, DP: 262200, (FE2 Service)
“HMM Stockholm”, DP: 265016, (FE3 Service)
“HMM Rotterdam”, DP: 265000, (FE3 Service)
“ONE Munchen”, DP: 263268, (EC4 Service)
“YM Wellhead”, DP: 263285, (EC4 Service)
“ONE Marvel”, DP: 265224, (EC5 Service)

Currently, the following Hapag-Lloyd vessels are affected:

“Tsingtao Express” waiting in outer anchorage in Port Said (IOS Service)
“Salahuddin” waiting in outer anchorage in Port Said (MD2 Service)
“Athenian” waiting in outer anchorage in Port Said (TPI Service)
“Al Rawdah” scheduled to reach Suez Canal tonight (IOS Service)
“New York Express” locked in at Great Bitter Lake (MD1)
“Warnow Master” waiting in outer anchorage in Suez (FE4)
“Tokyo Bay” (IEX Port Said)
“Barzan” (FE2 Suez)
“Laila” (FE4 Port Said)

MAERSK更新
Redirected vessels - latest overview

TP17

Eastbound

MSK

Maersk Algol