摩根大通：全球供应链_ 推出全球贸易瓶颈监测器

Global Equity and Credit Research 12 May 2025 J P M O R G A N Global Supply Chains Introducing our Global Trade Chokepoint Monitor In this first edition of our Global Trade Chokepoint Monitor we introduce this collaborative report across our cross-asset Global Transport teams. We highlight the Suez Canal (and the Bab el-Mandeb strait) as the key global trade chokepoint of interest currently as transits remain 90% below normal operations for containerships (60% below for all vessels), with all other major tr ...