The Red Sea right now is the main commercial route around the world and millions European industries depend on it to be able to receive products from the Asian continent. But in recent months, it has become one of the most dangerous seas on the planet, taking months blocked by the attack of pirates. With an exception. Chinese ships can go through these waters and nothing happens to them. They are even protected.
The Red Sea as a forbidden area. Since the Hutí Militia de Yemen, with the support of Iran, will start an assault campaign at the end of 2023 In retaliation for the situation in Gaza, this area has become a dangerous area. Sunk charges, attacked crews and a climate of total insecurity that forced giants such as Master or Hapag-Lloyd to deviate through the horn of Africa. Something that implies Add to the navigation plan between 14 and 18 days. Something that also represents a higher cost.
China’s ships have ‘white letter’. Something that has been observed since April, and that has reported the maritime intelligence firm Lloyd’s List Intelligence, is that Nothing happens to Chinese ships. In this way, they have seen how fourte The insurmountable rorowhich sailed from China and crossed the Bab el-Mandeb Strait and the Red Sea for Europe, did not have to give a detour.
The most interesting thing is the content they had inside: Chinese brands electric vehicles such as Byd or Mg. This is a pattern that clearly shows that there is an agreement behind.
A tactical pact that is worth gold. Neither Beijing, nor Tehran, nor the hutis leaders have issued an official statement, but the evidence and geopolitical context draw a mutual interest agreement. The hutis, which They declare to attack ships with Israeli linksAmericans or British, seem to have received a clear instruction: ships that come from China have the free passage.
The key to this immunity lies in China’s powerful influence on Iranthe main economic and military support of the hutis. China is the biggest Iranian oil buyer, a commercial relationship that is a lifeguard for the Persian economy. In exchange for this support, Beijing exercises a ability to persuasion in the region that no other power can match. Analysts like Daniel Nash, from the consultant Veson Nautical, Point out that “China has found a way of dealing with the huti rebels backed by Iran, and they have been told that their ships will not be attacked.”
This “salvoconduct” not only applies to Chinese flag ships, but also to those of other nationalities chartered by Chinese manufacturers to transport their vehicles. Meanwhile, other Chinese ships that do not wear cars continue to opt for the African route to avoid risks.
The secret weapon against European tariffs. For Chinese manufacturers, this shortcut is much more than simple logistics savings; It is a strategic weapon to be able to conquer the European market. Right now, the European Union, in an attempt to protect its own industry, has imposed tariffs of up to 35% To Chinese electric vehicles, claiming that they benefit from unfair state subsidies. Although now They study withdraw them.
However, the savings of the Red Sea route helps to compensate for the impact of tariffs, causing the final price to consumers to remain very attractive.
The competitors have felt the consequences. Brands like Tesla, Volvo, Suzuki or even suppliers like Michelin They have suffered strikes in their European factories As a result of deliveries in deliveries because ships have to give a greater rodeo. In this way, brands settled in Europe have to pay consequences, while China can overcome them without problems.
Floating cities for the conquest of Europe. Far from being a temporary solution, China is betting strongly on this route. Chinese shipyards work in full performance To deliver to Byd and SAIC new ships to wear their vehicles. And it is that these ships such as the “Byd Explorer No.1” or the “Anji Ansheng” of Saic are authentic floating cities with capacity for more than 7,000 vehicles, designed to optimize mass transport through sea.
Chinese cars begin to be an important alternative. In the case of Spain, Sales of Chinese electric cars They don’t stop growing with the Saic group at the head and next to Grupo Chery with their Omoda and Byd, which has also opted for hybrid cars. This way, China is flooding European with its cars as It is being seen in enrollments. And partly it is for this type of strategies.
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