Why it matters
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Signals a partial normalization of routing decisions for at least one major liner corridor: A return to the Suez route reduces reliance on the longer Cape of Good Hope diversion for the IMX loop, changing the operational baseline for that service.
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Raises the importance of naval escort availability as a commercial constraint: The decision ties schedule execution to the presence and coordination of naval protection rather than purely commercial routing choices.
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Creates a competitive and pricing reference point for other carriers’ Red Sea decisions: A major carrier’s re-entry on a defined service provides a concrete benchmark that customers and rivals can use when negotiating routing, surcharges, and service commitments.