伊朗，最新发声！事关霍尔木兹海峡！中远海运集运：即日起恢复！

Core Viewpoint - The shipping market is experiencing significant disruptions due to the ongoing conflict in the Middle East, particularly affecting the Strait of Hormuz, a critical maritime route for global oil transportation. The situation has led to a substantial decline in shipping activity and a severe oil supply shortage globally [2][12]. Group 1: Shipping Operations - COSCO Shipping has announced the resumption of new booking services for ordinary containers from the Far East to several Middle Eastern countries, including the UAE, Saudi Arabia, Bahrain, Qatar, Kuwait, and Iraq, effective immediately [3][5]. - The company clarified that the new booking arrangements will not affect previously accepted bookings and will be subject to local agent and customer service consultations [5]. - Currently, COSCO Shipping has no direct plans to enter the Strait of Hormuz, with shipments being routed to ports outside the Persian Gulf and then transported overland to final destinations [5][6]. Group 2: Strait of Hormuz Traffic - The number of commercial vessels passing through the Strait of Hormuz has plummeted by 95% since the onset of the conflict, with only 144 vessels recorded from March 1 to March 23, compared to approximately 138 vessels daily before the conflict [9][11]. - The majority of the vessels that have passed through recently have been transporting oil and gas, with a significant portion rerouting to Asia due to supply constraints [10][11]. Group 3: Oil Supply Shortage - JPMorgan has reported a global oil supply gap of 16 million barrels per day, with expectations that this gap could persist at around 10 million barrels per day into April [12][13]. - The firm emphasized that traditional policy tools are insufficient to mitigate the impact of the ongoing crisis, which is unprecedented in scale and complexity [12][13]. - If the Strait of Hormuz remains closed until the end of April, oil prices could potentially reach $150 per barrel, with a bottom price expected to stabilize between $85 and $90 per barrel [14].