也门胡塞武装：不听从我们呼吁的航运公司，无论其目的地如何，都将遭到袭击。 ...

综合"今日俄罗斯"电视台（RT）和路透社报道，以色列袭击伊朗加剧中东紧张局势，为顺利通过霍尔 木兹海峡，越来越多在红海和波斯湾航行的国际商船公开发布身份辨识信息，强调与中国或俄罗斯"有 关联"，或声称与以色列"无关"。 伊朗方面此前表示，如果美国加入以色列对伊朗目标的袭击，将考虑关闭霍尔木兹海峡。在21日美军袭 击伊朗核设施后，伊朗议会于29日得出结论，认为应关闭霍尔木兹海峡，但最终决定权在伊朗最高国家 安全委员会手中。 此外，自2023年底以来，也门胡塞武装在红海袭击被认为与以色列或其盟友有关联的海上目标，称此举 是为了声援加沙地带的巴勒斯坦民众。虽然美国在今年5月与胡塞武装达成停火协议，西方暂停发动空 袭换取胡塞武装停止海上袭击，但该组织随后警告称，如果美国支持以色列攻击伊朗，将重新针对美国 船只发动袭击。 报道称，Windward公司首席执行官阿米·丹尼尔表示，尽管以色列和伊朗已经达成停火协议，但航运公 司对该地区的安全局势依然持怀疑态度。"船东们认为，由于航运业错综复杂的性质，很难了解或明确 船舶的所有权链条。"丹尼尔说。丹尼尔介绍称，通常船只会广播目的地或发布中性信息，而在高风险 区域，有时也会标注 ...

Geopolitical Tensions - Closing the Strait of Hormuz would escalate tensions between Iran and the US along with its allies, potentially leading to military confrontations and conflicts [1] - Surrounding countries may find themselves caught in diplomatic struggles, requiring significant international efforts to mediate disputes [1] Oil Supply Disruption - Approximately one-third of global maritime oil transportation passes through the Strait, and its closure would severely restrict oil supply [1] - A significant reduction in oil supply could lead to a sharp increase in international oil prices, creating an energy crisis for oil-importing nations [1] Economic Impact - Rising oil prices could trigger a domino effect, adversely affecting the real economy by increasing production costs and overall prices, thereby raising living costs for the public [1] - There is a risk of a global economic recession due to disrupted international trade and increased transportation costs for goods reliant on oil shipping [1] Shipping Safety Concerns - The closure would pose risks to shipping safety, as vessels would need to take longer routes, increasing travel time and costs while facing higher security threats [3] - The likelihood of shipping accidents may rise due to factors such as piracy and adverse weather conditions [3] Regional Instability - Countries surrounding the Strait that depend on its trade would suffer economically, potentially leading to social unrest and protests among communities reliant on the Strait for their livelihoods [3] - The cumulative effect of internal instability could result in a broader state of turmoil in the region [3]

随着伊朗与以色列之间的冲突愈演愈烈，霍尔木兹海峡和波斯湾超过900艘船舶的导航信号于周末出现 异常，导致这一航运咽喉要道出现混乱。联合海事信息中心(JMIC)周日警告称，伊朗阿巴斯港发出的信 号遭到"极端干扰"。然而，JMIC表示，目前没有迹象表明霍尔木兹海峡可能被封锁。（彭博） ...

随着以色列与伊朗冲突的风险评估持续发酵，部分油轮船东及管理公司自上周五起暂停为中东航线提供 船舶运力，这一举措引发了市场对该地区能源出口流通的担忧。 据不愿具名的船舶经纪商及租船方透露，近期试图租用油轮从波斯湾运输原油和成品油的产油商与贸易 商面临运力短缺。另有消息人士称，部分原定于上周五签署的临时租船协议因船东拒绝续约而未能最终 确认。 尽管目前出现大规模或持续性供应中断的可能性较低，但未来数周全球原油市场将密切关注中东及周边 海域的航运安全形势。该地区原油产量约占全球三分之一，若波斯湾航运受阻，沙特、阿联酋等主要出 口国难以通过其他渠道分流货物。 随着冲突态势加剧——包括以色列对伊朗能源及核设施的空袭，油轮船东正严密监控经霍尔木兹海峡进 入波斯湾的航行条件。虽然尚未出现大规模改道情况，但船东暂停海湾地区新航次签约的行为，可能导 致运价飙升及潜在航运中断。 船舶经纪数据显示，上周五中东至中国超大型油轮基准航线TD3C运价已攀升至55-58 WS(Worldscale,世 界油船费率表)，较周初上涨20%-30%。尽管周一市场缺乏公开报价，但据业内人士透露，该指标已进 一步升至65 WS附近。据了解，WS以基 ...

Core Points - Zodiac Maritime reported a fire on the cargo ship Morning Midas in the North Pacific near the Aleutian Islands, carrying 3,084 vehicles including 70 electric and 681 hybrid cars [1][2] - The ship was chartered by SAIC Motor's Anji Logistics and had departed from Yantai, China, on May 26, with a planned arrival in Mexico on June 15 [2][5] - The fire originated from a deck filled with electric vehicles, but the specific brands of the vehicles onboard remain unclear [2][5] Company and Industry Insights - The Morning Midas is flagged under Liberia and owned by Hawthorn Navigation Inc., with Zodiac Maritime as the managing company [5] - The crew attempted to extinguish the fire but were unsuccessful, leading to their evacuation with assistance from the U.S. Coast Guard and another cargo ship [5][7] - Fires on car carriers, especially those transporting electric vehicles, have raised concerns among insurers due to their complexity and risk [7][8] - Allianz Commercial reported that incidents of fires on car carriers reached a ten-year high in 2024, highlighting the significant risks associated with these vessels [8]

Group 1 - The global oil transportation market has been significantly impacted by the actions of the Houthi forces, with approximately 10% of oil transport disrupted since November 2023 [1] - The Red Sea is a critical trade route connecting Europe, Asia, and Africa, with the Suez Canal being a key hub for oil, gas, and other goods [3] - The attacks have led to ships rerouting around the Cape of Good Hope, increasing transportation time by about 9 days and raising costs by at least 15% [3] Group 2 - Following airstrikes by the US and UK against the Houthis, crude oil prices rose by approximately 4% [3] - The ongoing tensions in the Red Sea pose significant risks to oil and gas supply chains, with market sensitivity leading to potential price volatility that could affect global economic stability [3] - The international community, including the US and UK, has taken military action to protect shipping interests in the Red Sea, while the UN has called for restraint and adherence to international law [5]