以伊冲突影响，已有船东开始避开霍尔木兹海峡

Core Insights - The recent military actions by Israel against Iran have led to increased caution among shipowners, resulting in a 24% surge in shipping rates through the Strait of Hormuz, a critical maritime route for global trade [1][2] Shipping Industry Impact - Shipowners are beginning to avoid the Strait of Hormuz due to escalating tensions, with a noticeable decline in the number of vessels passing through the region [1] - The average daily oil flow through the Strait of Hormuz is approximately 20% of global oil liquid consumption, amounting to 20.9 million barrels [2] - The increase in shipping costs and crew wages during heightened security threats creates economic incentives for some shipowners to take risks in conflict zones [1] Container Trade Concerns - The ongoing military threats in the region could severely disrupt container trade, as ports like Jebel Ali and Horfakkan serve as key transshipment hubs for global shipping networks [3] - Shipping companies have been rerouting container trade away from the Red Sea due to threats from Houthi forces, indicating a broader trend of avoidance in conflict-prone areas [4] Insurance Market Stability - Currently, shipping insurance rates remain stable despite the recent hostilities, but this could change dramatically if the situation escalates [6] - Insurers have the ability to rapidly adjust premiums based on perceived risks, particularly in response to military actions in the region [6]