The gradual resumption of routes in the Red Sea marks an important moment for international trade and global logistics. After a period of disruptions and diversions in which many vessels had to circumnavigate the Cape of Good Hope, the return to the traditional route via the Suez Canal is beginning to reshape the dynamics of maritime operations.

This change is not just geographical: it impacts lead times, costs, planning, and strategy across the entire logistics chain.

Reduction in Transit Time
With traffic resuming through the Red Sea, the route between Asia and Europe is once again shorter and more direct. This means a reduction in transit time of up to 15 days compared to the alternative route, greater predictability in deliveries, and increased efficiency for importers and exporters. Companies can operate with more agile timelines and gain better control over their logistics flows: a relief after a period of recurring uncertainties and delays.

Impact on Freight Rates
The resumption of traditional routes tends to increase available capacity in the maritime market: it is estimated that approximately 6% of global capacity will be released with this change. With more vessels able to use the Suez Canal again, there is a tendency for freight rates to stabilize after being pressured by the need for longer and more costly alternative routes.
However, this stabilization will not happen overnight. The market is still in an adjustment phase, and factors such as global demand, vessel availability, and carriers’ strategies continue to influence pricing.

Operational Challenges in the Transition
Despite the benefits, the reopening of routes also brings operational challenges. The simultaneous return of vessels that had been sailing via alternative routes may create peaks in activity and temporary congestion at key ports, particularly in Europe.
This reinforces the importance of careful logistics planning, close coordination with shipping lines, and effective communication across all links in the supply chain.

Security and Caution Remain in Focus
Even with the resumption, security in the Red Sea continues to be closely monitored by shipping companies and insurers. Many carriers maintain a cautious stance, continuously assessing geopolitical conditions before determining their routes.

What Does This Mean for Your Company?
In this new scenario, it is a strategic moment to review operations:

• Reassess import and export lead times;
• Adjust inventory levels and procurement planning;
• Monitor the evolution of freight rates;
• Maintain flexibility to respond quickly to market changes.

The resumption of routes in the Red Sea is not just a return to the shortest path. It is a new chapter for global logistics, bringing opportunities, challenges, and the need for increasingly strategic decisions in international trade. In this context of transformation and adaptation, Modal Comex stands by your side. With experience in foreign trade and a strategic view of international logistics, we are ready to support you in planning, decision-making, and execution of your operations, ensuring greater security, efficiency, and predictability for your business.