Market

Is the Suez back? What the 2026 routing picture actually looks like

Some carriers have resumed transits under escort. Volumes remain far below pre-crisis levels. For an India importer, the practical question is which routing your booking is actually on.

The short version: partially, cautiously, and not enough to plan around.

Suez Canal transits in early 2026 were running roughly sixty percent below the levels seen before the diversions began. Some carriers have resumed limited transits — CMA CGM has run selected sailings under naval escort, and smaller operators use the route opportunistically — but this is a trial rather than a return to normal service.

Why carriers are still hesitant

The frequency of incidents has fallen. The risk assessment has not reset. Insurers continue to treat the region as high risk, and carriers face raised requirements around insurance, safety classification and network stability before they will commit a service to the route.

For a carrier, the decision is not simply about one voyage. Moving a service back to Suez and then having to move it out again is disruptive to an entire network, which is why many are waiting for sustained stability rather than reacting to a quiet month.

What it means for an India importer

For China→India traffic the direct effect is smaller than for Asia→Europe, since the corridor does not depend on the canal. The indirect effects are real though:

  • Capacity is absorbed elsewhere. Longer voyages around the Cape tie up vessels, which tightens available tonnage across the network.
  • Schedules are less reliable when carriers are switching routings, and vessel bunching at ports follows.
  • Congestion risk at Indian ports rises if services return to Suez in volume and arrival patterns shift.
What this means for you

Ask which routing your booking is on, and what the carrier's contingency is if it changes mid-voyage. A quoted transit time that assumes Suez is a different commitment from one that assumes the Cape.

The emissions angle, which is becoming a cost

Rerouting around the Cape added substantially to fuel burn — container ship emissions rose by around forty-six percent in 2024 as a consequence. As carbon costs get priced into freight more explicitly, routing decisions that were purely about time and risk start showing up on invoices as well.

If you are working to fixed production dates, the practical protection has not changed: build slack into the plan, and compare door-to-door rather than port-to-port. We go into how transit time actually accumulates in our guide on choosing between LCL and FCL.

Questions we are getting

Are ships using the Suez Canal again in 2026?

Only partially. Transits in early 2026 were around sixty percent below pre-crisis levels. Some carriers including CMA CGM have resumed selected sailings under naval escort, but insurers still classify the region as high risk and most services continue around the Cape of Good Hope.

Does the Red Sea situation affect China to India shipping?

Less directly than Asia to Europe, since the corridor does not use the canal. The indirect effects matter though: longer voyages elsewhere absorb vessel capacity, schedules become less reliable, and port congestion patterns shift as services move between routings.

Sources