The Houthi attacks in the Bab Al Mandeb strait and the subsequent rerouting around the Capes have supported all the different shipping markets to varying degrees. The highly unpredictable nature of the Houthis creates a lot of uncertainty, as a sudden cessation of attacks carries a lot of downside risk for shipping, while a long-term extension of the attacks carries significant upside risks. Here’s a summary of how this uncertainty could play out across tankers, bulkers, containers, and gas...
https://mfame.guru/analyzing-the-shipping-market-outlook-forecast/