Views: 0 Author: Site Editor Publish Time: 2026-07-10 Origin: Site
The shipping situation in the Strait of Hormuz deteriorated rapidly in the short term due to the continuing military conflict between the United States and Iraq, the collapse of the cease-fire agreement, and the resumption of regional sanctions. The monitoring data of SWMA shows that the navigation volume of the Strait declined precipitously, from 51 times of traffic volume on 7th to only 5 times of traffic volume on 9th. The southern channel, which had been used for diverting main commercial ships, was basically abandoned. The departure commercial ship traffic of the Persian Gulf fell to a substantial standstill, and the regional shipping risk officially entered a critical level.g. As the core passage of global energy and international trade, the navigation of Hormuz Strait is almost stagnant, which not only disturbs the pace of global shipping, but also causes targeted impact on the cross-border transportation of super long, super wide and super heavy large engineering equipment. The ocean logistics system of infrastructure core equipment such as rotary drilling rig and pile driver takes the lead in bearing the pressure.
Different from common cargo, rotary drilling rigs, pile drivers and other large engineering equipment have the core characteristics of large size, inseparable, long transportation cycle and limited adaptability to the channel. Most of them need to rely on large special maritime vessels for transportation, and have high requirements on the navigation stability and safety of the main channel. Ordinary bulk cargo and container cargo can be transferred through temporary route adjustment and replacement of small and medium-sized ships. However, the special transport ships for large engineering equipment have high scheduling cost and strong route fixity, so it is impossible to flexibly avoid the control area of the Strait of Hormuz. At present, the safety channel in the south of the Strait is out of service, and the risk of navigation in the whole area is soaring, which causes large equipment transport vessels passing through the Middle East route to suspend sailing, anchor in place and wait, and a large number of rotary drilling rigs and piling machines to be exported and transferred are detained in the port, and the logistics transport link is directly interrupted.
The Middle East is one of the core markets of global infrastructure projects. A large number of pile foundation construction equipment such as rotary drilling rigs and pile drivers are imported into overseas infrastructure projects, oil and gas supporting projects and urban reconstruction projects all the year round, while the Hormuz Strait is the key channel for transporting Asian-Pacific and European equipment to the Middle East market. Prior to June, the navigation situation of the Strait slightly recovered, and the industry has gradually restarted the pace of equipment transportation and inventory. However, this substantial closure of navigation is the first time that the logistics of large engineering equipment in the Middle East has been completely suspended in recent months. The pile foundation projects under construction of most overseas engineering enterprises are forced to slow down the construction progress or even shut down for lack of materials due to the delay of equipment in place. The overseas delivery orders of equipment suppliers are largely delayed, the circulation links at both supply and demand ends are completely broken, and the shortage of large engineering equipment in the Middle East is aggravated.
The continuously escalating navigation crisis in the Strait of Hormuz has directly pushed up the cross-border comprehensive logistics cost of large engineering equipment. On the one hand, the navigation premium in high-risk sea areas rose sharply, and the navigation and refuge expenses and port detention expenses of large special ships continued to increase; On the other hand, some logistics enterprises are forced to plan bypass routes, greatly extending the transportation mileage and period, and synchronously increasing the long-distance sea transportation loss and manual operation and maintenance cost of rotary drilling rig and pile driver. For engineering equipment manufacturing enterprises, the delay of order delivery will not only generate high default costs, but also disrupt the production scheduling and inventory planning; For the overseas construction enterprises, the logistics delay results in construction period delay and cost overrun, further compressing the profit space of the project, and the stability and timeliness of the cross-border supply chain of the whole large engineering equipment are seriously damaged.
Combined with the current situation of continuous U.S. - Iraq military confrontation and unclear channel security situation, the navigation paralysis rate of the Strait of Hormuz will last for a period of time, and the cross-border logistics industry of large engineering equipment will enter a short-term pressure-bearing period. In the short term, the import and transportation of rotary drilling rigs and piling machines in the Middle East market will stagnate, the imbalance between supply and demand of regional equipment will continue to increase, and small and medium-sized logistics enterprises and small and medium-sized equipment suppliers will face greater operating pressure. In the long run, the crisis will also compel the industry to optimize the cross-border logistics layout, promote enterprises to build multiple transit routes, improve the overseas warehouse and stock system, reduce the dependency on a single throat channel, and improve the anti-risk capability of the supply chain of large engineering equipment.
