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彭博社

干旱导致巴拿马运河拥堵,船只被迫绕道而行Ships Take Long Way Around as Drought Snarls Panama Canal

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根据智利海军应彭博社要求提供的数据,由于船只避开受干旱影响的巴拿马运河,8月和9月通过麦哲伦海峡的海上交通量较去年同期增长了70%以上。

Maritime traffic through the Strait of Magellan jumped more than 70% both in August and September from year-ago levels as ships diverted from the drought-stricken Panama Canal, Chilean Navy data requested by Bloomberg show.

与厄尔尼诺现象相关的降雨稀少导致巴拿马运河水位下降,促使当局限制通行。

Sparse rainfall linked to El Niño lowered water levels in the Panama Canal, prompting authorities to restrict crossings.

彭博行业研究分析师肯尼斯·洛(Kenneth Loh)表示,中东地区的动荡也促使一些从南美和西非向亚洲运送货物的运营商避开该地区,并可能改道麦哲伦海峡。

Middle East disruptions have also prompted some operators shipping goods from South America and West Africa to Asia to avoid the region and likely reroute through the Strait of Magellan, Bloomberg Intelligence analyst Kenneth Loh said.

他指出,中美洲的干旱无疑是主要原因,这迫使许多船东和运营商支付高昂的费用以跳过排队。

“The drought in Central America has certainly been the primary culprit,” he said.

对于希望避免通行限制、长队或高额费用的船只来说,经由麦哲伦海峡改道提供了一个自然的替代方案。

“That has also compelled many shipowners and operators to pay extraordinarily hefty fees to skip queues. For ships that wish to avoid these transit restrictions, long queues or high fees, rerouting via Magellan presents a natural alternative.”

这些变化凸显了主要海上咽喉要道的气候和地缘政治干扰如何重塑全球贸易路线,并增加了替代方案的重要性。

The shifts highlight how climate and geopolitical disruptions at major maritime chokepoints are reshaping global trade routes and increasing the importance of alternatives.

虽然通过麦哲伦海峡增加了航程和燃料成本,但其免通行费的优势为船东在其他地方限制导致延误和成本上升时提供了另一种选择。

While sailing through the Strait of Magellan adds distance and fuel costs, its toll-free passage offers shipowners another option when constraints elsewhere drive up delays and transit costs.

据智利海军下属的蓬塔阿雷纳斯海事总督办公室提供的最新数据,始于7月的交通量激增也与冬季相吻合,当时安第斯山脉的大雪减缓了智利和阿根廷之间的卡车运输。预计随着邮轮季节的到来,这种上升趋势在未来几个月将持续。

The surge in traffic, which began in July, also coincided with the winter season, when heavy snowfall in the Andes slowed truck traffic between Chile and Argentina, according to the latest available data from the Punta Arenas Maritime Governor’s Office, part of the Chilean Navy. The upward trend is expected to continue in the coming months as the cruise season gets underway, it said.

此次增长主要出现在6万至6.5万总吨(GRT)的船只中,但海军未提供有关船只类型的详细信息。

The increase was detected among vessels of between 60,000 and 65,000 gross tons, or GRT, though the Navy did not provide details on the types of vessels involved.

数据基于2025年至2026年的当地引航统计数据,涵盖了2025年1月1日至2026年9月24日期间。

The data are based on local pilotage statistics for 2025 and 2026, covering Jan. 1, 2025 through Sept. 24, 2026.