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MSC's Red Sea "Icebreaker" Voyage: Key Details

July 7, 2025 ¨C MSC¡¯s 6,700 TEU "MSC Antonia" has completed the first Bab el-Mandeb Strait transit by an MSC vessel since December 2023, marking a tentative step toward Red Sea route normalization.

1. The Journey

• Route:

• Departed Jeddah after May grounding (caused by GPS spoofing)

• Silent AIS periods (June 20-26) suggest stealth transit through high-risk zone

• Current heading: Singapore Strait ¡ú Shanghai (likely for repairs/empty repositioning)

• Speed: 18 knots (no major damage from prior incidents)

2. Context & Risks

?? GPS Threats Persist:

• Same ship suffered GNSS interference-induced grounding near Jeddah in May 202527

• Red Sea remains global hotspot for spoofing, with jumps up to 6,300 km in false AIS data

Industry Caution:

• CMA CGM¡¯s earlier Suez transit ("Osiris") remains isolated case

• 84% of current Red Sea traffic is <5,000 TEU feeders (vs. 23% pre-crisis)

3. Strategic Implications

MSC¡¯s Testing Approach:

• No fixed schedule announced

• Likely assessing security protocols before broader fleet return

Market Impact:

• If successful, could cut Asia-Europe transit times by 10-14 days

• Potential rate reductions if more carriers follow

Why This Matters

• First MSC Trial: Signals guarded optimism after Houthi ceasefire

• Navigation Challenges: Highlights need for backup systems beyond GPS

• Supply Chain Watch: Shanghai arrival may confirm vessel¡¯s operational status