两大地缘冲突或将结束,对航运业利空大于利好?

中国远洋海运e刊
Oct 24

近日,哈马斯原则上同意《加沙冲突和平解决二十条计划》,若协议顺利落地,将瓦解胡塞武装袭击的道义基础,为化解红海危机提供了新的契机。此外,持续多年的俄乌冲突出现重大转折,美国及欧盟多国集体支持立即停火方案,乌克兰总统泽连斯基同意以当前前线为基础同俄罗斯谈判。若红海危机和俄乌冲突出现缓和,全球航运业将面临机遇与挑战交织新格局。油轮、箱船供需错配,航运市场或将承压。俄乌冲突导致全球石油贸易流向巨变,...

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