Vessel tracking sites show that several ships have begun adding the phrase “We have no ties to the United States” to the phrase “We have no ties to Israel” on their automatic identification plate as they transit the Red Sea to avoid being targeted by the Yemeni armed forces. – Sprinter
War Intel: Today there is a huge and unprecedented alert by the Houthis and they have transferred large naval weapons to the Red Sea, missiles, sea mines and explosive boats. It seems that they are preparing for a major event and it is expected that a major naval battle will take place in the coming days as a result of the recent escalation between Iran and America in Iraq and the assassination of senior Iranian leaders in Syria And Yemen Understand that the Houthi’s are Iran. They do as Iran says. see clip below
Today there is a huge and unprecedented alert by the Houthis and they have transferred large naval weapons to the Red Sea, missiles, sea mines and explosive boats. It seems that they are preparing for a major event and it is expected that a major naval battle will take place in… pic.twitter.com/KVqgPWSLrg
— War Intel (@warintel4u) January 20, 2024
In the second week of President Biden’s military strikes against Iran-backed Houthi anti-ship missile bases, coupled with ongoing attacks on commercial vessels in the Red Sea by the rebels, the world is witnessing a rising threat to global growth due to potential supply bottlenecks. The implications of this geopolitical turmoil are reverberating across the shipping industry, prompting major concerns and actions.
Shipping traffic through the Suez Canal and Red Sea has fallen by 50-60% compared to 2023 . It continues to shrink. In the coming months, Europe will see an increase in prices for food products and goods from the South-East. Asia. The same thing applies to LNG supplies from… pic.twitter.com/JVNJ40zI0o
— S p r i n t e r (@Sprinter99800) January 20, 2024
Of course, there will be significant disruption to global shipping, supply chains, movements of containers and all their lagged effects plus variance-covariances. My containers to ship advanced chips to Brazil have left China water on route to Indua water, where, with luck 2/ – Ria Mapondera
One of the largest container shippers, AP Moller-Maersk, recently issued a memo to its customers, cautioning about the disintegration of the global shipping network due to heightened risks in the Red Sea. The memo emphasized the need for preparedness among customers, acknowledging the likelihood of persistent complications in the area and significant disruptions to the global network.
In response to the escalating risks posed by Houthi rebels, prominent shipping companies such as Maersk and Hapag-Lloyd have redirected hundreds of vessels to longer and more expensive routes around the Cape of Good Hope. This strategic shift aims to avoid the vulnerable Red Sea region. Adding to the list of companies taking precautionary measures, Shell suspended all Red Sea shipments earlier this week.
‘There are so many ways to dissect this Houthi/Red Sea Shot-Chaser combination, but it depends almost entirely on whether you’re approaching the exercise from an Actual or Narrative lens. In terms of the Actuals, we have what looks to be an escalating kinetic blockade forming in one of the most important trade routes from east to west, one that’s disproportionally affecting the west due to prior sociopolitical/MIL conflicts. While western framing of the Houthi blockade places China and Russia as cooperating and benefiting parties from the chaos, it’s equally likely said Iranian proxies are intentionally trying to muddy the waters when it comes to an already-tense situation between the great powers of the east and west. However, as always, it is my view that the Narrative theater is the easiest to parse, and also the most effective, and where the story of the Red Sea is concerned, one party is being attacked from all sides: The Biden Admin is more isolated and embattled than ever,’ said Burning Bright
Maersk chief warns Red Sea shipping disruption may last for months
Vincent Clerc says container ship attacks by Houthis could have ‘significant consequences’ for global growthhttps://t.co/gbPO7bMMrF— Jim Bianco (@biancoresearch) January 16, 2024
Vincent Clerc, CEO of Maersk, expressed his concerns during the World Economic Forum in Davos, noting that the disruptions to global shipping networks are expected to last for at least a few months. He highlighted the uncertainty surrounding the situation’s development, making it challenging to predict the exact duration of the disruptions.
Stifel shipping analyst Ben Nolan conveyed a grim assessment to clients, stating that the issues in the Red Sea are worsening rather than improving. The ongoing disruptions have forced companies to resort to renting additional vessels, leading to a reduction in overall capacity. Consequently, shipping rates have surged in recent weeks due to the increased demand for available vessels.
Breaking News!!!
My Sources in Dubai told me that The Bosaso, Moqdishu, and Garacd Ports may see the biggest commercial sea traffic in the upcoming days and weeks due to the blockage of Red Sea ports in Djibouti and Berbera.
Already business people from the Dry port of… pic.twitter.com/IPquSV5Rrm
— Galayr🐪 🇸🇴 🤝 🇺🇸 (@ina_galayr) January 20, 2024
MB Shipbrokers, formerly known as Maersk Broker, observed a rush for prompt tonnage in the market, indicating a heightened urgency among ship owners. Owners have become more assertive, pushing for higher charter rates compared to previous transactions across various segments and regions. Charter rates, particularly for shorter durations of three to six months, are experiencing an upward trajectory, as reported by MB Shipbrokers.
Data from the Kiel Institute reveals a substantial decline in the daily transportation of containers through the Red Sea, dropping from 500,000 in November to around 200,000. This decrease underscores the tangible impact of the chaos in the Red Sea on global trade, as disruptions continue to unfold.
‘As part of ongoing efforts to protect freedom of navigation and prevent attacks on maritime vessels, U.S. Navy ships are present in the Red Sea. On Jan. 19 at approximately 6:45 p.m. (Sanaa / Yemen time), U.S. Central Command forces conducted strikes against three Houthi anti-ship missiles that were aimed into the Southern Red Sea and were prepared to launch. U.S. forces identified the missiles in Houthi-controlled areas of Yemen and determined that they presented an imminent threat to merchant vessels and the U.S. Navy ships in the region. U.S. forces subsequently struck and destroyed the missiles in self-defense. This action will make international waters safe and secure for U.S. Navy vessels and merchant vessels.’ Source: USCENTCOM
Maersk CEO Vincent Clerc says that the turmoil in the Red Sea will mean longer transit times and likely disruption of supply chains https://t.co/98TjPYhs1a
— Bloomberg (@business) January 17, 2024
The cumulative effect of the Red Sea disruptions is evident in the diminishing global trade landscape. The uncertainties surrounding the geopolitical situation, combined with the proactive measures taken by shipping companies, have set the stage for a challenging period ahead. As companies grapple with longer transit times, disruptions in the supply chain, and soaring shipping rates, the repercussions of the conflict in the Red Sea are casting a shadow on the stability of the global economy. Make no mistake, Iran wants conflict. They have made billions of dollars thanks to Biden and the Democrats. They have even received direct payments from Biden in the billions. Biden’s puppet master Obama was actually exposed for sending billions in actual cash, if you remember that calamity. Biden did them even better, allowing China and Russia and actively encouraging them, to buy Iran’s oil. Something President Trump would never have done.
So once again, Biden creates wars and conflict. It is almost as if he is playing the Joker on the international stage and inside the United States. Every move the man makes creates conflict and gets people killed. From Ukraine, Afghanistan, Niger, Syria, Israel, Gaza, and now Yemen, Joe Biden is the worst thing to ever happen to peace at the international level. And everyone knows it. Just think, this man is still in office at least until January 20th of 2025. Oh, what damage the Marxists pulling his strings can do until then.
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Gerry J. Jiminez
Major Points Discussed:
- Iran is rich again thanks to Biden. In direct payments from the U.S. as well. Biden seems to love to help terrorist states and groups. The man even gave Hamas over 100 million AFTER the killed 1,500 Israelis.
- President Biden’s ongoing military strikes against Iran-backed Houthi anti-ship missile bases and rebel attacks on commercial vessels in the Red Sea raise concerns about global supply bottlenecks.
- Leading container shipper AP Moller-Maersk warns customers of the fracturing global shipping network due to elevated risks in the Red Sea, urging preparedness for potential complications and disruptions.
- Major shipping companies, including Maersk and Hapag-Lloyd, reroute vessels around the Cape of Good Hope to avoid Houthi rebels, with Shell suspending all Red Sea shipments.
- Maersk CEO Vincent Clerc anticipates disruptions to global shipping networks for at least a few months, attributing the uncertainty to the unpredictable development of the situation.
- Red Sea disruptions lead to a slide in global trade, prompting companies to rent additional vessels, reduce capacity, and drive up shipping rates for short durations, impacting container transportation through the Red Sea.
Comments – Threads – Links
- Tours are now available to a ship seized by Yemen’s Houthi group in the Red Sea, where supporters can be seen performing the Barra dance on deck – TRT World – see clip below
Tours are now available to a ship seized by Yemen’s Houthi group in the Red Sea, where supporters can be seen performing the Barra dance on deck pic.twitter.com/ULfCz1bd9m
— TRT World (@trtworld) January 20, 2024
- Iran Foreign Minister: “The USA cannot call for restraint while supporting Israel, or provoke a conflict in the Red Sea by attacking Yemen while claiming that it does not want a wider war in the region.”see clip below
Iran Foreign Minister: “The USA cannot call for restraint while supporting Israel, or provoke a conflict in the Red Sea by attacking Yemen while claiming that it does not want a wider war in the region.” pic.twitter.com/J2FRlN2l5j
— COMBATE |🇵🇷 (@upholdreality) January 16, 2024
- Leadership within U.S. Central Command as well as other Defense Officials have reportedly been Urging the White House to allow them to go “Gloves-Off” in order to Halt any further Threat by the Houthi Terrorist Group in Western Yemen to Commercial Shipping in the Red Sea and Gulf of Aden; according to Officials, several Options have been presented to U.S. President Biden which he has continually Denied, these include a Larger-Scale Air Campaign involving the Air Force over Western Yemen to Destroy any Houthi Offensive Capability, an Amphibious Operation against several Ports include Hodeidah in Western Yemen, and even Limited Strikes on Targets within Iran to “Send a Message” about further Aid and Support to the Houthis. – Osint Defender
- Yemen will not allow the Red Sea to be used in support of the Zionist regime, Hussain al-Bukhaiti says. – Clip at Twitter
- Good thing Inflation has already been defeated – Gimme3Steps
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This problem needs to be solved as soon as possible. – Cecilia
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The crude oil futures contract seems to be ignoring those ‘significant consequences’. – William J Collins
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It may make oil more expensive and Iranian oil more desirable. It may be vindictiveness from the Supreme Leader. If you don’t want my oil, you will pay more. – New Adventure
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Yemenis are not a danger to commercial shipping. They are imposing a blockade on Israel. – willeybrown
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