"Growing tensions in the Red Sea increase the risk of new upward pressure on inflation, as do continued disruptions in the Panama Canal."
This was stated by S&P analysts, recalling that "the Red Sea is a fundamental route for the transit of energy raw materials, in particular oil and liquefied natural gas, and for goods in general".
"Transport costs - they explain - have increased as a reaction to the conflict, although the rise in raw material prices has so far remained limited".
"The main emerging economies most directly affected - conclude the analysts - include India, China, through imports of energy resources, and Turkey, given the interruptions in supply chains".
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