The Hormuz Strait crisis is reshaping global logistics, with a major reorganization of global supply chains underway.

The obstruction of passage through the Strait of Hormuz caused by the Middle East situation has also dealt a severe blow to global logistics. This situation has now persisted for over a month, and the logistics industry has gradually shifted from initial "operational suspension and risk avoidance" to "rerouting and diversion" and "repricing." As shipping routes and transport methods continue to be adjusted, this disruption is also driving a redistribution of risks and returns across the global supply chain. With the Strait of Hormuz crisis continuing to escalate and Middle Eastern crude oil exports hampered, buyers in Asia and Europe are increasingly turning to the US, West Africa, and other regions in search of alternative sources. Industry insiders noted: "For shipping, it's equivalent to 30% of the normal oil transport volume being unable to make it out, because importing countries are scrambling to find oil elsewhere, but vessels haven’t had time to be redeployed." In comparison, the situation for air logistics in this crisis is even more complex. On one hand, after seaborne transport was disrupted, some high-value, time-sensitive goods shifted to air freight, directly driving up prices; on the other hand, although airfreight prices have increased, air logistics companies are also facing multiple pressures such as soaring fuel costs. At present, there are no signs that regional conflicts will soon end, and this restructuring of the logistics chain continues. (CCTV Finance)