Shipping Giants Plan Cautious Return to Suez Canal

Summary of Key Developments

Major shipping companies are beginning a staggered return to the Suez Canal. Following a ceasefire agreement, industry leaders like Maersk and CMA CGM are resuming limited services, while others such as Hapag-Lloyd remain cautious and continue to monitor the security situation.

Overview of the Situation

Since November 2023, maritime firms have rerouted vessels around Africa to avoid attacks in the Red Sea. An October 2025 ceasefire agreement has prompted a re-evaluation of this strategy. Maersk is set to resume its U.S. East Coast service via the Suez Canal on January 26, after successful test sailings.

Varied Industry Responses

The industry's approach is not uniform. While Maersk and CMA CGM are reintroducing services through the waterway, German liner Hapag-Lloyd has stated it will not adjust its Red Sea operations for now. Wallenius Wilhelmsen is also still assessing the risks before making a final decision on its return.

Outlook and Summary

The return of the shipping industry to the Suez Canal is expected to be a gradual process. Companies are prioritizing security assessments, and a full-scale resumption will likely unfold over a transition period of several months to prevent logistical disruptions and ensure vessel safety.

FAQ

Q: Why are shipping companies returning to the Suez Canal?
A: A ceasefire agreement reached in October 2025 has improved the security outlook, leading companies to reconsider the shorter and more cost-effective Suez route.

Q: Are all shipping lines resuming Suez Canal transits?
A: No, the return is phased. Maersk and CMA CGM are resuming some services, while Hapag-Lloyd and Wallenius Wilhelmsen are maintaining their current, more cautious routing plans.

Source: Investing.com