Ship traffic in Bab el-Mandeb nearly at a standstill; transits down 88%
Maritime flows through the Bab el-Mandeb are sharply reduced, disrupting tanker and container shipping between the Red Sea and Indian Ocean.
Source →The trace
How it reaches your house.
Starting from Panamax / Capesize Bulk Vessel Freight, 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
Marine Diesel and Bunker Fuel →Prices riseMarine diesel and bunker fuel is a critical input here (dependency_strength 0.85), and the Red Sea diversion is tightening bunker supply and raising operational costs, so seafood and fish face higher input and shipping costs.
79% confidencePanamax / Capesize Bulk Vessel Freight →Prices risePotash and phosphate fertilizers
Longer Red Sea/Suez routings raise bulk freight costs, which feeds through to higher delivered prices for fertilizer cargoes.
67% confidenceFrontline plc →DelaysSuez-routed tanker transit
Rerouting tankers via Suez instead of Bab el-Mandeb stretches voyages by weeks and increases freight/fuel costs, so tanker operations face materially longer transit times.
Hop 2
Seafood and fish →DelaysWild Capture / Aquaculture Harvest
Higher bunker costs and rerouted tanker flows can slow fishing voyages and harvest scheduling, delaying seafood landings.
82% confidenceSeafood and fish →DelaysVessel Processing or Chilled Transport
Longer transit times and more expensive fuel directly slow refrigerated vessel and trucking movements for seafood.
80% confidenceSeafood and fish →DelaysFreezing and Cold Chain
Fuel-intensive reefer transport and cold storage become slower and more constrained when shipping routes lengthen.
73% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Seafood and fish · Potash and phosphate fertilizers · Steel and iron products · Bread, grains, and flour
Companies you may own
WKCCargill, Incorporated
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.