Ongoing Houthi control over Bab el-Mandeb approaches, including September 2026 territorial gains near key ports and islands, sustains elevated attack risks and selective routing, yet daily transits remain at 25–30 vessels. IMF PortWatch data show a recent 7-day average near 30 ships, with container crossings through the strait hitting post-2023 highs in September as carriers double offered Red Sea capacity to roughly 448,000 TEU weekly—still below 2023 peaks but accelerating due to the 10–14 day and roughly $1 million cost penalty of Cape of Good Hope diversions. Tanker traffic averages 8–12 per day, supporting Saudi crude flows near 1.5 million bpd, while overall volumes reflect a partial recovery amid war-risk premiums and insurance dynamics. No single-day zero-transit events have occurred, and the trajectory points to sustained activity barring a sharp escalation. Key near-term catalysts include carrier service announcements and any shifts in Houthi enforcement or international naval presence.
如果 IMF PortWatch 在市场创建日至 2026 年指定日期之间的任何一天,发布曼德海峡船舶每日通行次数:“Arrivals of Ships”:0,本市场将判定为“是”。否则,该市场将判定为“否”。 通行船舶包括集装箱船、干散货船、滚装船、普通货船和油轮。未由 IMF PortWatch 报告的船舶将不予考虑。 一旦 IMF PortWatch 发布船舶每日通行次数:0,本市场即会判定;或者,在指定时段的完整数据已发布但没有发布此类数据的情况下,也会在完整数据发布后判定。如果指定时段结束后的 28 个日历日内仍未发布该时段的完整数据,本市场将根据截至当时已发布的数据进行判定。 如果出现明显的数据完整性问题(即数据错误),为留出更正时间,市场可能会保持开放,直至相关数据首次发布之日之后第三个日历日(ET)结束。数据完整性问题仅指底层数据中的笔误或其他类似错误,不包括 IMF PortWatch 与其他来源存在差异的情况。将考虑在本市场期限内对先前已发布数据点所作的修订。但是,除数据完整性问题外,这些修订不会使先前发布的数据点失去符合条件的资格。 本市场的判定来源为 IMF PortWatch,具体而言,是其在 https://portwatch.imf.org/pages/6b1814d64903461b98144a6cc25eb79c 发布的曼德海峡船舶通行数据,包括图表和可下载文件。
机器翻译。如有争议,以原文为准。