航运：地缘政治行动手册（2025 年冬季版）-Shipping-Geopolitics Playbook Winter 2025 Edition

November 24, 2025 09:55 PM GMT Shipping Geopolitics Playbook: Winter 2025 Edition Key geopolitical dynamics in focus: Gaza cease-fire and Red Sea rerouting; Russia-Ukraine war and potential peace deal; US-China trade tensions and supply-chain shifts; and IMO decarbonization. Gaza cease-fire: End to Red Sea rerouting would be a negative for container shipping: The potential end of Red Sea rerouting remains the major overhang on container shipping fundamentals, having eroded ~10% of effective capacity. Oversu ...