구주항로/ 선사들 수에즈운하 복귀 우려에 운임하락 표면화

If Suez transits resume, the capacity absorbed by the Cape routing returns to the market at once and Europe-trade rates head down. Negotiating leverage on Asia-Europe ocean moves back toward the shipper, and shorter transit times also narrow the cost case for Sea & Air and similar alternatives. This is not the moment to lock long fixed rates; keep quarterly reopening clauses where you can. For Europe-bound outbound e-commerce, re-run the total lead time and landed cost comparison between air and ocean, and keep both lanes contracted while the timing of any return stays uncertain.