The US House of Representatives Speaker Nancy Pelosi plans to visit Taiwan tonight, and the Taiwan Strait crisis is heating up.
Xu Hanen, vice president of the Hong Kong Institute of Transportation and Logistics, which operates a freight logistics company, assessed that the situation in the Taiwan Strait will affect the global supply chain. Once the Taiwan Strait is blocked, merchant ships will need to divert their routes, which will further increase transportation costs, which are expected to be no less than 15% to 20%. increase.
He mentioned that some customers have inquired about the relevant situation, and a number of simulated alternatives have been formulated, including the suggestion to take a detour to avoid entering the Taiwan Strait.
Affected by uncertainties, he worries that the impact on the logistics industry will far exceed the epidemic.
The situation between the two sides of the Taiwan Strait is tense. As for whether the flights between Hong Kong and Taiwan will be affected, "Hong Kong 01" has also inquired with a number of airlines and is waiting for a reply.
The situation in the Taiwan Strait will affect the global supply chain. Once the Taiwan Strait is blocked, sailing merchant ships will need to reroute, which will further increase transportation costs.
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Several Taiwanese media reported that U.S. House Speaker Nancy Pelosi will arrive in Taipei tonight and spend the night. She will meet with officials from the Taiwan region tomorrow, which will make the situation in the Taiwan Strait tense. It is reported that several Chinese fighter jets flew close to the central line of the Taiwan Strait today. Since Japan), several Chinese mainland army ships have been approaching the unofficial buffer zone of the waterway.
Xu Hanen, vice president of the Hong Kong Institute of Transportation and Logistics and founder of Hanwen International Logistics Co., Ltd., said that if the Taiwan Strait is blocked due to the impact of the situation, merchant ships will need to adjust their routes. While the upward pressure on oil prices has not been removed, the transportation costs of shipping companies will further rise. .
He expects the overall logistics supply chain cost to increase by no less than 15 to 20 percent.
In addition, the detour time has also increased, and some goods with a shorter storage period may need to find other freight solutions, such as arriving by air instead, but they also face the problem of transportation costs.
In addition to the blocked routes, some shipping companies may not be able to successfully berth at Taiwan ports, which will also affect the freight along the route.
Several Taiwanese media reported that U.S. House Speaker Nancy Pelosi will arrive in Taipei tonight.
(AP)
Three of the world's top 11 container shipping companies are in Taiwan
Xu Xu said that Evergreen Shipping, Yang Ming Shipping and Wan Hai Shipping, which are known as "Taiwan's Three Heroes of Containers", are among the top 11 container shipping companies in the world. This change in the situation will have a certain impact on shipping capacity. , and also affect the airline and supply deployment of related companies.
Logistics Industry Prepares Alternative Merchant Vessels Or Traveling East of Taiwan
Xu Hanen said that it has received inquiries from some customers, and the company has formulated a number of simulation alternatives to negotiate, including bypassing the Taiwan Strait, going around the east of Taiwan, or directly diverting without passing through Taiwan, etc., in order to minimize the impact on logistics, but he Said that at this stage, it is still necessary to wait and see the development of the situation before knowing the actual operation.
He continued that there are uncertainties in the Taiwan Strait crisis, not only the freight industry, but also all walks of life.
The AA website shows that there are three to four flights a day from Hong Kong to Taipei for the time being, and one flight from Hong Kong to Kaohsiung.
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Hong Kong to Taipei used to be the busiest international passenger route in the world, but due to the impact of the epidemic, its status is not guaranteed.
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The Hong Kong-Taipei route was once the busiest international passenger route in the world
Luo Xiangguo, a senior consultant at the Center for Aviation Policy Research at CUHK, pointed out that in the event of a war in the world, there may be a "no-fly" situation in the affected areas, and civil aircraft will need to detour.
According to a survey by the international aviation information agency OAG, Hong Kong and Taipei were the busiest international passenger routes in the world from 2014 to 2016 and 2019 respectively. However, due to the impact of the epidemic, the global aviation industry has been reshuffled. 2020 has dropped to No. 8.
Looking at the AA website, Hong Kong-Taipei flights are temporarily maintained three to four times a day, and there is one flight from Hong Kong to Kaohsiung.
"Hong Kong 01" has made inquiries to Cathay Pacific, Hong Kong Express Airlines, EVA Air and China Airlines, including whether there are any changes in frequency or flight route, and the formulation of contingency plans, etc., and is waiting for a reply.
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