Houthis announce attack on the Saudi ship 'Sefina Inzal Saudiya' in the Red Sea
An attack on a ship in the Red Sea threatens tanker and cargo movements through a key shipping lane.
Source →The trace
How it reaches your house.
Starting from Hapag-Lloyd AG, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Saudi Aramco →DelaysYanbu crude oil terminals
Houthi attacks have heavily disrupted crude exports from Yanbu and forced tankers loading there to go dark, directly delaying Saudi Aramco’s Red Sea export flow.
“The Houthi campaign has heavily disrupted crude oil exports from Yanbu, which has been the only route to market for Saudi crude while shipping through the Strait of Hormuz”
90% confidenceCited →Panamax / Capesize Bulk Vessel Freight →Prices risePotash and phosphate fertilizers
Bulk-vessel freight disruption raises transport costs and voyage times for traded fertilizers, passing through to delivered prices.
81% confidencePanamax / Capesize Bulk Vessel Freight →Prices riseHop 2
Bread, grains, and flour →DelaysGlobal Grain Trading & Shipping
Red Sea shipping attacks can force rerouting and slow bulk cargo movements, directly delaying the grain trading and shipping process feeding this category.
88% confidencePotash and phosphate fertilizers →DelaysBulk Export Logistics
The Red Sea attack directly threatens cargo movements, so fertilizer bulk-export logistics face longer transit times and schedule disruption.
72% confidenceSteel and iron products →DelaysIron ore (direct shipping ore & pellets)
Steel and iron products depend heavily on iron ore, so a Red Sea cargo disruption can delay ore deliveries and tighten near-term availability.
69% confidenceHop 3
Phosphate Rock (Sedimentary Apatite) →DelaysPotash and phosphate fertilizers
Phosphate rock is a critical 95%-strength input to potash and phosphate fertilizers, so a Red Sea cargo disruption would most directly stretch lead times and constrain fertilizer production.
92% confidenceElemental Sulfur (H2SO4 Feedstock) →Shortage riskPotash and phosphate fertilizers
Elemental sulfur is a critical feedstock input for potash and phosphate fertilizers, so a Red Sea shipping disruption that tightens sulfur availability should translate into fertilizer shortages.
90% confidencePotash Ore — Muriate of Potash (MOP / KCl) →DelaysHop 4
Saudi Arabia →DelaysElemental Sulfur (from Oil/Gas Processing)
Saudi Arabia supplies about 15% of global elemental sulfur, so Red Sea shipping disruption can delay outbound sulfur cargoes and tighten availability.
71% confidenceSaudi Arabia →DelaysSaudi Arabia supplies about 11.96% of global marine diesel and bunker fuel, and threatened tanker/cargo movements can delay deliveries and tighten supply.
67% confidenceThe Mosaic Company →Delays
Where it lands
What you buy, and what you own.
Goods you buy
Potash and phosphate fertilizers · Steel and iron products · Bread, grains, and flour
In the MyPRIA app, this is checked against your own holdings.