Shipping Companies Cautiously Test Return Through the Suez Canal
In January 2026, major carriers will begin test voyages through the Suez Canal and the Red Sea again. The background for this is reports indicating that the security situation has stabilized during certain time windows. After months of rerouting via the Cape of Good Hope, shipping lines are assessing whether a partial return to normal operations is possible.
The return is cautious and selective. Many shipping companies continue to rely on armed security teams, convoy operations, and close coordination with insurers and local authorities. Analysts view this development as a first step towards normalization but warn of high volatility and sudden changes in circumstances.
A broader return to the Suez Canal would have noticeable effects on the supply chain. Transit times between Asia and Europe could shorten by about seven to ten days. At the same time, the available capacity on the main East-West routes would increase, as ships would no longer have to be diverted around Africa for weeks.
More capacity generally means pressure on spot rates. Initial market indicators show that charter and spot prices react sensitively once carriers expand their Suez plans. However, insurance premiums for voyages through the Red Sea remain significantly higher than before the crisis. These additional costs are partially passed on to shippers.
Logistics experts recommend that shippers and freight forwarders keep their route planning flexible. The situation can deteriorate on short notice, which would lead to further rerouting and capacity shortages. At the same time, there are opportunities for faster supply chains, lower inventories, and better planning.