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Red Sea Reroute: The End of Cheap Global Trade

Cover Image for Red Sea Reroute: The End of Cheap Global Trade
Capitality Research
Capitality Research

Originally sent to subscribers on 2/23/2026. Full article will be public on 3/2/2026.

Despite hopeful headlines, global shipping remains wary of the Suez Canal, entrenching the long, costly detour around Africa. This sustained disruption signals a new era of geopolitical fragility, creating a lasting scarcity of shipping capacity and higher costs for the foreseeable future.

This article is currently subscriber-only. It will be available publicly on 3/2/2026.

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Red Sea Reroute: The End of Cheap Global Trade | Capitality