Views: 0 Author: Site Editor Publish Time: 2026-06-04 Origin: Site
According to the benchmark scenario of short-term conflict easing in the OECD, energy trade in the Middle East will gradually recover from the third quarter of 2026, and oil prices will steadily fall. The slight fluctuation in fuel has led to a brief increase in sea freight surcharges, resulting in a temporary increase in the cost of ocean transportation for rotary drilling rigs and pile drivers, but overall it is controllable. The global economy has slightly slowed down but not stalled, infrastructure investment plans in various countries have been basically implemented, overseas equipment procurement demand remains stable, shipping companies are gradually resuming direct shipping routes to the Middle East, the supply of large and heavy lift vessel space has returned to normal, and cross-border equipment delivery has only experienced short-term minor delays. Foreign trade enterprises can rely on the existing logistics system to fulfill their obligations smoothly.
If the Middle East's navigation and crude oil exports are blocked for a long time, international fuel prices will remain high, and the cost of fuel for large ships and war insurance fees will increase significantly. Heavy equipment such as rotary drilling rigs rely on high fuel consumption special ships for ocean transportation, resulting in a significant increase in overall shipping costs and squeezing equipment foreign trade profits. Global inflation is rising, monetary policies in various countries are tightening, infrastructure investment budgets are shrinking, overseas owners are temporarily suspending the purchase of pile foundation equipment, export orders are declining, the shipping market's large cargo sources are shrinking, and the capacity of some niche ocean routes is reduced, further exacerbating the difficulty of booking and fluctuations in freight rates.
Under two economic outlook expectations, global infrastructure demand shows significant differentiation. The Asian economies highly dependent on energy in the Middle East have been hit the hardest, with infrastructure investment tending to be conservative and the growth rate of pile foundation equipment imports slowing down; The Americas and some European countries with high self-sufficiency in resources are less affected by disturbances and have stronger resilience in equipment demand. Logistics companies are adjusting their route layout accordingly, reducing reliance on high-risk routes in the Middle East, increasing investment in China Europe land multimodal transport, and shifting the shipment of rotary drilling rigs from a single ocean shipping to a sea rail combination model to avoid the dual risks of a single route and energy price increases.
Affected by the uncertainty of the economic outlook, the risk control strategies for foreign trade and logistics of construction machinery have been optimized in advance. Enterprises prioritize the use of modular equipment for transportation, reducing the risk of single item oversized transportation and insurance costs; Priority is given to locking in fixed freight rates and cabin space for long-term orders to hedge against oil prices and route risks. By relying on land channels such as the Trans Caspian Intermediate Corridor and the China Europe Railway Express to divert large cargo sources from Asia and Europe, we will continue to improve our diversified logistics network and buffer the impact of geopolitical and global economic fluctuations in the Middle East.
