Sea-Intelligence报告：红海改道导致额外燃油成敕55亿美元，成本已具结构性

摘要

Sea-Intelligence released analysis quantifying total additional bunker fuel costs from Red Sea Cape-of-Good-Hope rerouting at approximately $5.5 billion — emphasizing these costs are structural, not transitional. Unlike past disruption surcharges, Cape routing has become de facto standard operating procedure with no near-term resolution visible. The $5.5B excludes charter premiums, crew costs, and opportunity costs. Elevated ocean rates driven by fuel recovery are now embedded in baseline pricing. Sea-Intelligence advised modeling Cape routing as base case through at least 2027.