“선박 연료유 공급 부족 심화... 벙커유 가격 상승이 해상운송 비용에 미치는 영향” 해운업계 주목

Higher bunker prices flow through to bunker adjustment factors and base ocean rates with a lag. For Sea & Air transshipment, a costlier ocean leg narrows the gap against straight air freight, which changes the math on volumes you previously shifted to sea. Now is the time to check whether your contracted rates carry BAF separately and how often it resets, monthly or quarterly. For low-margin, high-volume goods, re-price all three options, ocean, air, and Sea & Air, before committing to peak-season bookings.