{"id":106606,"date":"2026-03-02T14:31:29","date_gmt":"2026-03-02T07:31:29","guid":{"rendered":"https:\/\/advantage.vn\/?p=106606"},"modified":"2026-03-02T14:31:29","modified_gmt":"2026-03-02T07:31:29","slug":"cuoc-tan-cong-cua-my-va-iran-nganh-van-tai-bien-va-hang-khong-doi-mat-voi-nhieu-cu-soc-lon","status":"publish","type":"post","link":"https:\/\/advantage.vn\/vi\/cuoc-tan-cong-cua-my-va-iran-nganh-van-tai-bien-va-hang-khong-doi-mat-voi-nhieu-cu-soc-lon\/","title":{"rendered":"C\u0103ng Th\u1eb3ng Trung \u0110\u00f4ng: Ng\u00e0nh V\u1eadn T\u1ea3i Bi\u1ec3n V\u00e0 H\u00e0ng Kh\u00f4ng \u0110\u1ed1i M\u1eb7t V\u1edbi Nhi\u1ec1u C\u00fa S\u1ed1c L\u1edbn"},"content":{"rendered":"

[Advantage Logistics<\/span><\/a>] T\u00ecnh h\u00ecnh c\u0103ng th\u1eb3ng t\u1ea1i khu v\u1ef1c Trung \u0110\u00f4ng ti\u1ebfp t\u1ee5c leo thang \u0111\u00e3 khi\u1ebfn c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi nh\u01b0 Maersk, MSC, Hapag-Lloyd v\u00e0 CMA CGM \u0111\u1ed3ng lo\u1ea1t th\u00f4ng b\u00e1o t\u1ea1m ng\u1eebng ho\u1ea1t \u0111\u1ed9ng qua Eo bi\u1ec3n Hormuz – tuy\u1ebfn \u0111\u01b0\u1eddng th\u1ee7y chi\u1ebfn l\u01b0\u1ee3c v\u1eadn chuy\u1ec3n g\u1ea7n 25% l\u01b0\u1ee3ng d\u1ea7u m\u1ecf to\u00e0n c\u1ea7u.<\/strong><\/p>\n

Theo th\u00f4ng b\u00e1o m\u1edbi nh\u1ea5t, t\u1eadp \u0111o\u00e0n v\u1eadn t\u1ea3i bi\u1ec3n \u0110an M\u1ea1ch Maersk \u0111\u00e3 quy\u1ebft \u0111\u1ecbnh “t\u1ea1m ng\u1eebng t\u1ea5t c\u1ea3 c\u00e1c chuy\u1ebfn t\u00e0u \u0111i qua Eo bi\u1ec3n Hormuz cho \u0111\u1ebfn khi c\u00f3 th\u00f4ng b\u00e1o m\u1edbi” v\u1edbi l\u00fd do \u0111\u1ea3m b\u1ea3o an to\u00e0n. H\u00e3ng cho bi\u1ebft c\u00e1c t\u00e0u c\u1ee7a h\u1ecd s\u1ebd chuy\u1ec3n h\u01b0\u1edbng sang M\u0169i H\u1ea3o V\u1ecdng, \u0111\u1ed3ng th\u1eddi c\u00e1c v\u0103n ph\u00f2ng \u0111\u1ea1i di\u1ec7n t\u1ea1i UAE, Qatar v\u00e0 Oman c\u0169ng t\u1ea1m th\u1eddi \u0111\u00f3ng c\u1eeda.<\/p>\n

Quy\u1ebft \u0111\u1ecbnh n\u00e0y \u0111\u01b0\u1ee3c \u0111\u01b0a ra sau khi L\u1ef1c l\u01b0\u1ee3ng V\u1ec7 binh C\u00e1ch m\u1ea1ng H\u1ed3i gi\u00e1o Iran tuy\u00ean b\u1ed1 \u0111\u00f3ng c\u1eeda eo bi\u1ec3n.<\/p>\n

MSC – m\u1ed9t c\u00f4ng ty v\u1eadn t\u1ea3i bi\u1ec3n l\u1edbn kh\u00e1c – c\u0169ng \u0111\u00e3 y\u00eau c\u1ea7u c\u00e1c t\u00e0u c\u1ee7a m\u00ecnh trong khu v\u1ef1c V\u1ecbnh “di chuy\u1ec3n \u0111\u1ebfn c\u00e1c khu v\u1ef1c tr\u00fa \u1ea9n an to\u00e0n \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh” v\u00e0 ch\u1edd th\u00f4ng b\u00e1o ti\u1ebfp theo.<\/p>\n

Tr\u01b0\u1edbc \u0111\u00f3, h\u00e3ng v\u1eadn t\u1ea3i bi\u1ec3n \u0110\u1ee9c Hapag-Lloyd (l\u1edbn th\u1ee9 n\u0103m th\u1ebf gi\u1edbi) v\u00e0 h\u00e3ng CMA CGM c\u1ee7a Ph\u00e1p c\u0169ng \u0111\u00e3 \u0111\u01b0a ra c\u00e1c c\u1ea3nh b\u00e1o t\u01b0\u01a1ng t\u1ef1, y\u00eau c\u1ea7u t\u00e0u c\u1ee7a h\u1ecd tr\u00e1nh xa Eo bi\u1ec3n Hormuz. \u0110\u1eb7c bi\u1ec7t, CMA CGM c\u00f2n t\u1ea1m ng\u1eebng ho\u1ea1t \u0111\u1ed9ng qua k\u00eanh \u0111\u00e0o Suez.<\/p>\n

\"msc<\/p>\n

T\u1ed5ng gi\u00e1m \u0111\u1ed1c T\u1ed5 ch\u1ee9c H\u00e0ng h\u1ea3i Qu\u1ed1c t\u1ebf (IMO) Arsenio Dominguez \u0111\u00e3 k\u00eau g\u1ecdi c\u00e1c c\u00f4ng ty v\u1eadn t\u1ea3i bi\u1ec3n th\u1eadn tr\u1ecdng t\u1ed1i \u0111a v\u00e0 khuy\u1ebfn ngh\u1ecb “c\u00e1c t\u00e0u n\u00ean tr\u00e1nh \u0111i qua khu v\u1ef1c b\u1ecb \u1ea3nh h\u01b0\u1edfng cho \u0111\u1ebfn khi \u0111i\u1ec1u ki\u1ec7n \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n”.<\/p>\n

Kh\u00f4ng ch\u1ec9 v\u1eadn t\u1ea3i bi\u1ec3n, ng\u00e0nh h\u00e0ng kh\u00f4ng c\u0169ng ch\u1ecbu t\u00e1c \u0111\u1ed9ng nghi\u00eam tr\u1ecdng t\u1eeb c\u0103ng th\u1eb3ng khu v\u1ef1c. S\u00e2n bay qu\u1ed1c t\u1ebf Guarulhos (S\u00e3o Paulo, Brazil) – c\u1ea3ng h\u00e0ng kh\u00f4ng l\u1edbn nh\u1ea5t M\u1ef9 Latinh – \u0111\u00e3 ph\u1ea3i h\u1ee7y 17 chuy\u1ebfn bay \u0111\u1ebfn Doha v\u00e0 Dubai trong cu\u1ed1i tu\u1ea7n qua. Hai h\u00e3ng h\u00e0ng kh\u00f4ng Emirates v\u00e0 Qatar Airways \u0111\u00e3 h\u1ee7y t\u1ed5ng c\u1ed9ng 15 chuy\u1ebfn bay k\u1ec3 t\u1eeb ng\u00e0y 27\/2, trong \u0111\u00f3 ri\u00eang ng\u00e0y 28\/2 c\u00f3 8 chuy\u1ebfn b\u1ecb h\u1ee7y t\u1ea1i Guarulhos.<\/p>\n

T\u1ea1i s\u00e2n bay qu\u1ed1c t\u1ebf Rio de Janeiro Tom Jobim, 2 chuy\u1ebfn bay kh\u00e1c c\u1ee7a Emirates c\u0169ng b\u1ecb h\u1ee7y. \u0110\u1ebfn ng\u00e0y 1\/3, th\u00eam 2 chuy\u1ebfn c\u1ee7a Emirates \u0111i v\u00e0 \u0111\u1ebfn Dubai ti\u1ebfp t\u1ee5c b\u1ecb h\u1ee7y. C\u1ea3 hai h\u00e3ng h\u00e0ng kh\u00f4ng \u0111\u1ec1u th\u00f4ng b\u00e1o t\u1ea1m \u0111\u00ecnh ch\u1ec9 ho\u1ea1t \u0111\u1ed9ng d\u1ef1 ki\u1ebfn \u0111\u1ebfn h\u1ebft ng\u00e0y 2\/3, \u0111\u1ed3ng th\u1eddi khuy\u1ebfn ngh\u1ecb h\u00e0nh kh\u00e1ch th\u01b0\u1eddng xuy\u00ean ki\u1ec3m tra t\u00ecnh tr\u1ea1ng chuy\u1ebfn bay qua c\u00e1c k\u00eanh ch\u00ednh th\u1ee9c.<\/p>\n

\"dung-do-my-iran-hang-khong-trung-dong-te-liet-hanh-khach-mac-ket-advantage-logistics\"<\/p>\n

Gi\u00e1 d\u1ea7u tr\u1ed3i s\u1ee5t khi eo bi\u1ec3n Hormuz t\u00ea li\u1ec7t v\u00ec xung \u0111\u1ed9t<\/span><\/h2>\n

Gi\u00e1 d\u1ea7u th\u1ebf gi\u1edbi \u0111\u00e3 thu h\u1eb9p \u0111\u00e0 t\u0103ng trong phi\u00ean 2\/3 sau khi ghi nh\u1eadn m\u1ee9c t\u0103ng m\u1ea1nh nh\u1ea5t trong 4 n\u0103m qua v\u00e0o \u0111\u1ea7u phi\u00ean. Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng v\u1eabn ch\u00ecm trong h\u1ed7n lo\u1ea1n do c\u0103ng th\u1eb3ng gi\u1eefa M\u1ef9 – Israel v\u00e0 Iran \u0111\u00e3 khi\u1ebfn ho\u1ea1t \u0111\u1ed9ng v\u1eadn chuy\u1ec3n qua eo bi\u1ec3n Hormuz – huy\u1ebft m\u1ea1ch d\u1ea7u m\u1ecf to\u00e0n c\u1ea7u – g\u1ea7n nh\u01b0 t\u00ea li\u1ec7t.<\/p>\n

Theo \u0111\u00f3, gi\u00e1 d\u1ea7u Brent giao k\u1ef3 h\u1ea1n hi\u1ec7n t\u0103ng kho\u1ea3ng 4,5% v\u00e0 giao d\u1ecbch quanh m\u1ed1c 76 USD\/th\u00f9ng, sau khi c\u00f3 l\u00fac v\u1ecdt t\u0103ng t\u1edbi 13% l\u00ean m\u1ee9c cao nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 1\/2025, v\u01b0\u1ee3t m\u1ed1c 82 USD\/th\u00f9ng.<\/p>\n

Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng v\u1eabn ch\u00ecm trong h\u1ed7n lo\u1ea1n do c\u0103ng th\u1eb3ng gi\u1eefa M\u1ef9 – Israel v\u00e0 Iran \u0111\u00e3 khi\u1ebfn ho\u1ea1t \u0111\u1ed9ng v\u1eadn chuy\u1ec3n qua eo bi\u1ec3n Hormuz – huy\u1ebft m\u1ea1ch d\u1ea7u m\u1ecf to\u00e0n c\u1ea7u – g\u1ea7n nh\u01b0 t\u00ea li\u1ec7t.<\/p>\n

Theo \u0111\u00f3, gi\u00e1 d\u1ea7u Brent giao k\u1ef3 h\u1ea1n hi\u1ec7n t\u0103ng kho\u1ea3ng 4,5% v\u00e0 giao d\u1ecbch quanh m\u1ed1c 76 USD\/th\u00f9ng, sau khi c\u00f3 l\u00fac v\u1ecdt t\u0103ng t\u1edbi 13% l\u00ean m\u1ee9c cao nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 1\/2025, v\u01b0\u1ee3t m\u1ed1c 82 USD\/th\u00f9ng.<\/p>\n

\"Eo-Bien-Hormuz-advantage-logistics\"<\/p>\n

T\u00e2m \u0111i\u1ec3m c\u1ee7a th\u1ecb tr\u01b0\u1eddng hi\u1ec7n d\u1ed3n v\u1ec1 eo bi\u1ec3n Hormuz – tuy\u1ebfn \u0111\u01b0\u1eddng v\u1eadn chuy\u1ec3n kho\u1ea3ng 20% l\u01b0\u1ee3ng d\u1ea7u v\u00e0 kh\u00ed t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng (LNG) b\u0103\u0300ng \u0111\u01b0\u01a1\u0300ng bi\u00ea\u0309n c\u1ee7a th\u1ebf gi\u1edbi. D\u00f9 ch\u00ednh quy\u1ec1n Iran tuy\u00ean b\u1ed1 tuy\u1ebfn \u0111\u01b0\u1eddng th\u1ee7y chi\u1ebfn l\u01b0\u1ee3c n\u00e0y v\u1eabn m\u1edf, nh\u01b0ng th\u1ef1c t\u1ebf l\u01b0u l\u01b0\u1ee3ng t\u00e0u ch\u1edf d\u1ea7u \u0111i qua \u0111\u00e2y \u0111\u00e3 ng\u1eebng tr\u1ec7 v\u00ec c\u00e1c ch\u1ee7 t\u00e0u v\u00e0 gi\u1edbi giao d\u1ecbch t\u1ef1 nguy\u1ec7n t\u1ea1m d\u1eebng ho\u1ea1t \u0111\u1ed9ng khi xung \u0111\u1ed9t lan r\u1ed9ng.<\/p>\n

Gi\u1eefa b\u1ed1i c\u1ea3nh \u0111\u00f3, c\u00e1c chuy\u00ean gia ph\u00e2n t\u00edch t\u1ea1i ng\u00e2n h\u00e0ng Citigroup d\u1ef1 b\u00e1o gi\u00e1 d\u1ea7u Brent s\u1ebd giao d\u1ecbch trong v\u00f9ng 80-90 USD\/th\u00f9ng \u00edt nh\u1ea5t trong tu\u1ea7n t\u1edbi. T\u01b0\u01a1ng t\u1ef1, ng\u00e2n h\u00e0ng Morgan Stanley \u0111\u00e3 n\u00e2ng d\u1ef1 b\u00e1o gi\u00e1 d\u1ea7u Brent qu\u00fd II\/2026 t\u1eeb m\u1ee9c 62,50 USD\/th\u00f9ng l\u00ean 80 USD\/th\u00f9ng.<\/p>\n

Nh\u00f3m ph\u00e2n t\u00edch t\u1ea1i Goldman Sachs nh\u1eadn \u0111\u1ecbnh ho\u1ea1t \u0111\u1ed9ng v\u1eadn chuy\u1ec3n d\u1ea7u \u0111ang b\u1ecb gi\u00e1n \u0111o\u1ea1n nghi\u00eam tr\u1ecdng do t\u00e2m l\u00fd th\u1eadn tr\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng, d\u00f9 ch\u01b0a c\u00f3 thi\u1ec7t h\u1ea1i n\u00e0o \u0111\u01b0\u1ee3c x\u00e1c nh\u1eadn \u0111\u1ed1i v\u1edbi h\u1ea1 t\u1ea7ng s\u1ea3n xu\u1ea5t.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, c\u00f4ng ty t\u01b0 v\u1ea5n n\u0103ng l\u01b0\u1ee3ng Wood Mackenzie c\u1ea3nh b\u00e1o n\u1ebfu d\u00f2ng ch\u1ea3y qua eo bi\u1ec3n Hormuz kh\u00f4ng s\u1edbm \u0111\u01b0\u1ee3c kh\u00f4i ph\u1ee5c, gi\u00e1 d\u1ea7u c\u00f3 th\u1ec3 v\u01b0\u1ee3t ng\u01b0\u1ee1ng 100 USD\/th\u00f9ng. Ngay c\u1ea3 khi T\u1ed5 ch\u1ee9c c\u00e1c N\u01b0\u1edbc Xu\u1ea5t kh\u1ea9u D\u1ea7u m\u1ecf (OPEC) v\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn ngo\u00e0i kh\u1ed1i (g\u1ecdi chung l\u00e0 OPEC+) t\u0103ng s\u1ea3n l\u01b0\u1ee3ng, ngu\u1ed3n cung b\u1ed5 sung n\u00e0y c\u0169ng s\u1ebd kh\u00f4ng th\u1ec3 ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng n\u1ebfu eo bi\u1ec3n v\u1eabn b\u1ecb phong t\u1ecfa.<\/p>\n

Gi\u1edbi quan s\u00e1t c\u0169ng lo ng\u1ea1i chi ph\u00ed n\u0103ng l\u01b0\u1ee3ng t\u0103ng v\u1ecdt s\u1ebd th\u1ed5i b\u00f9ng \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t to\u00e0n c\u1ea7u, g\u00e2y kh\u00f3 kh\u0103n cho C\u1ee5c D\u1ef1 tr\u1eef li\u00ean bang M\u1ef9 (Fed) v\u00e0 nhi\u1ec1u ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng kh\u00e1c trong vi\u1ec7c \u0111i\u1ec1u h\u00e0nh ch\u00ednh s\u00e1ch ti\u1ec1n t\u1ec7.<\/p>\n

\"xung<\/p>\n

Chu\u1ea9n b\u1ecb d\u1ef1 tr\u1eef d\u1ea7u \u0111\u1ec3 cung c\u1ea5p trong tr\u01b0\u1eddng h\u1ee3p kh\u1ee7ng ho\u1ea3ng<\/span><\/h2>\n

Ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c v\u00e0 ng\u00e0nh c\u00f4ng nghi\u1ec7p l\u1ecdc d\u1ea7u nh\u1eadn \u0111\u1ecbnh s\u1ebd kh\u00f4ng c\u00f3 v\u1ea5n \u0111\u1ec1 v\u1ec1 ngu\u1ed3n cung d\u1ea7u th\u00f4 trong ng\u1eafn h\u1ea1n v\u00e0 Qu\u1ed1c gia \u0110\u00f4ng B\u1eafc \u00c1 n\u00e0y \u0111\u00e3 \u0111\u1ea3m b\u1ea3o \u0111\u01b0\u1ee3c ngu\u1ed3n d\u1ef1 tr\u1eef d\u1ea7u. S\u1ed1 li\u1ec7u t\u1eeb Ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c cho bi\u1ebft n\u01b0\u1edbc n\u00e0y c\u00f3 l\u01b0\u1ee3ng d\u1ef1 tr\u1eef 100 tri\u1ec7u th\u00f9ng d\u1ea7u th\u00f4 trong kho d\u1ef1 tr\u1eef qu\u1ed1c gia, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi l\u01b0\u1ee3ng d\u00f9ng trong 117 ng\u00e0y. N\u1ebfu t\u00ednh c\u1ea3 l\u01b0\u1ee3ng d\u1ea7u th\u00f4 d\u1ef1 tr\u1eef trong c\u00e1c c\u00f4ng ty t\u01b0 nh\u00e2n, Ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c \u01b0\u1edbc t\u00ednh c\u1ea3 n\u01b0\u1edbc c\u00f3 l\u01b0\u1ee3ng d\u1ef1 tr\u1eef \u0111\u1ee7 d\u00f9ng trong h\u01a1n 200 ng\u00e0y. N\u1ebfu t\u00ecnh h\u00ecnh xung \u0111\u1ed9t k\u00e9o d\u00e0i v\u00e0 l\u01b0\u1ee3ng d\u1ef1 tr\u1eef d\u1ea7u th\u00f4 c\u1ea1n ki\u1ec7t, Ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c c\u00f3 k\u1ebf ho\u1ea1ch cung c\u1ea5p cho th\u1ecb tr\u01b0\u1eddng b\u1eb1ng l\u01b0\u1ee3ng d\u1ea7u d\u1ef1 tr\u1eef t\u1ea1i ch\u00edn c\u01a1 s\u1edf d\u1ef1 tr\u1eef tr\u00ean to\u00e0n qu\u1ed1c, bao g\u1ed3m Yeosu \u1edf t\u1ec9nh Nam Jeolla v\u00e0 Geoje \u1edf t\u1ec9nh Nam Gyeongsang.<\/p>\n

B\u1ed9 Th\u01b0\u01a1ng m\u1ea1i, C\u00f4ng nghi\u1ec7p v\u00e0 N\u0103ng l\u01b0\u1ee3ng H\u00e0n Qu\u1ed1c cho bi\u1ebft \u0111ang theo d\u00f5i ch\u1eb7t ch\u1ebd xu h\u01b0\u1edbng gi\u00e1 d\u1ea7u v\u00e0 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a c\u00e1c t\u00e0u ch\u1edf d\u1ea7u v\u00e0 t\u00e0u ch\u1edf kh\u00ed t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng (LNG). Ng\u00e0y 1\/3, Ch\u00ednh ph\u1ee7 H\u00e0n Qu\u1ed1c \u0111\u00e3 k\u00edch ho\u1ea1t Nh\u00f3m \u1ee9ng ph\u00f3 kh\u1ea9n c\u1ea5p chung c\u1ee7a c\u00e1c c\u01a1 quan h\u1eefu quan v\u00e0 quy\u1ebft \u0111\u1ecbnh tri\u1ec3n khai c\u01a1 ch\u1ebf gi\u00e1m s\u00e1t 24\/24 \u0111\u1ed1i v\u1edbi t\u00ecnh h\u00ecnh \u1edf Trung \u0110\u00f4ng, th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh trong n\u01b0\u1edbc v\u00e0 qu\u1ed1c t\u1ebf, c\u0169ng nh\u01b0 t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn n\u1ec1n kinh t\u1ebf th\u1ef1c, bao g\u1ed3m n\u0103ng l\u01b0\u1ee3ng, xu\u1ea5t kh\u1ea9u, v\u1eadn t\u1ea3i bi\u1ec3n, h\u00e0ng kh\u00f4ng v\u00e0 chu\u1ed7i cung \u1ee9ng. C\u00e1c c\u01a1 quan t\u00e0i ch\u00ednh tuy\u00ean b\u1ed1 c\u00f3 th\u1ec3 ngay l\u1eadp t\u1ee9c th\u1ef1c hi\u1ec7n ch\u01b0\u01a1ng tr\u00ecnh \u1ed5n \u0111\u1ecbnh th\u1ecb tr\u01b0\u1eddng v\u1edbi nh\u1eefng c\u00f4ng c\u1ee5 can thi\u1ec7p \u0111\u1ee7 ph\u00e1t huy hi\u1ec7u qu\u1ea3.<\/p>\n

T\u1ed5ng h\u1ee3p<\/p>\n

>> C\u00f3 th\u1ec3 b\u1ea1n quan t\u00e2m:\u00a0<\/strong><\/span><\/p>\n