On December 25, affected by the disturbance of expected changes, the futures of the collection index (European Line), which had been rising continuously before, once adjusted sharply during the day, and the market game intensified. On the news side, two more cargo ships on the Red Sea have been bombed by the Houthis in Yemen recently. As of the 20th, there have been nearly 20 attacks on Red Sea cargo ships this month. Affected by this, more and more multinational shipping companies, including the four major international shipping companies, announced the temporary suspension of the route. How will the conflict in this region affect China's photovoltaic exports?
First of all, as one of the most important "arteries" of energy transportation in Europe and even in the world after the "Russian-Ukrainian conflict", the obstruction of the Red Sea route directly led to the soaring price of natural gas in Europe. If the blockade continues to escalate and continue for a long time, it will seriously affect the normal operation of the global energy supply chain. Some people are even beginning to worry about whether the energy crisis in Europe will reappear? Secondly, the rising prices of traditional energy sources such as oil and natural gas may once again stimulate the local demand for renewable energy such as photovoltaics in Europe, or bring about a new round of demand for photovoltaic installations. In addition, the Red Sea transportation is blocked, many ships are diverted to the Cape of Good Hope in Africa, the freight rate rises, and the delivery cycle becomes longer, which will also affect China's photovoltaic exports to the European market.
However, due to the long-term backlog of photovoltaic modules in Europe, prices continue to fall, and even many Chinese companies are pulling back components. In the short term, the local market will not have a big impact. What do you think of this?
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