红海危机导致宜家商品供应延误
如果你计划从宜家（Ikea）购买新家具，在新年重新进行装修，由于红海航线最近遭到的袭击，你很有可能不得不重新确定装修时间。
本周早些时候，也门胡塞武装控制区的无人机开始袭击苏伊士运河附近的重要商业航道，宜家表示，由于在红海发生的冲突，预计其业务将发生延误。
自以色列-哈马斯战争爆发以来，背后有伊朗支持的胡塞武装不断加大攻击强度，该也门叛乱组织在11月将与以色列有关的船只认定为其袭击的“合法目标”。
随着美国军方的介入，此次冲突可能威胁价值数亿美元的商品的顺利流通，而且可能对全球供应链造成新的破坏。
宜家家具再次受阻
包括宜家在内，有越来越多公司承认由于攻击事件的发生，其产品可能需要更长时间才能将产品交付客户。
宜家发言人对《财富》杂志表示：“苏伊士运河的局势可能导致延误，甚至可能影响一些宜家商品的供应受限。
与此同时，我们正在评估其他供应选择，以保证产品的供应。”
这位发言人还表示，宜家没有任何集装箱货轮，其所有商品运输，均由运输合作伙伴负责。
宜家并未具体透露哪些产品将被延误，或者其预计会延误多长时间。
其他可能面临延误的公司包括预算零售业巨头Lidl和瑞典汽车集团沃尔沃（Volvo）。
物流集团飞协博（Flexport）在一篇博客中估计，调整航线至南非好望角，会使航程延长10天。该公司表示，截至周三，有170多艘船只已经转道非洲南部，还有35艘船只在红海被延误。
备受关注的降价承诺
最近几年，宜家的运输渠道经历了多次延误，因此它对这种情况并不陌生。
2021年，“长赐号”货轮在连接红海和地中海的重要航道中搁浅，导致苏伊士运河堵塞，宜家就是当时的主要受害者之一。
航道堵塞长达六天时间，宜家分布广泛的供应链受到影响，而且它与此事有更密切的联系，因为在苏伊士运河航道疏通之后，宜家的家具依旧被滞留在搁浅的“长赐号”上长达数月。
从新冠疫情爆发以来，宜家就经常遭遇供应链问题，迫使其在2021年涨价。
然而，随着通胀缓慢恢复到央行的目标2%，供应链基本恢复正常。宜家今年开始降价，因为它要坚持“民主设计”的承诺。
11月，宜家母公司Ingka的副CEO朱文西奥·梅兹图表示，公司计划明年投入11亿美元用于分摊成本，以进一步降低消费者的价格。
梅兹图对《财富》杂志表示：“虽然人们的收入减少，但他们依旧有需求，有梦想，会感到沮丧。
因此，宜家成为了人们想让自己的钱发挥最大价值的目的地。可以说，宜家就是为了危机而生。”
宜家发言人并未评论降价承诺是否会受到红海局势和由此导致的分歧的影响。（财富中文网）
译者：刘进龙
审校：汪皓
如果你计划从宜家（Ikea）购买新家具，在新年重新进行装修，由于红海航线最近遭到的袭击，你很有可能不得不重新确定装修时间。
本周早些时候，也门胡塞武装控制区的无人机开始袭击苏伊士运河附近的重要商业航道，宜家表示，由于在红海发生的冲突，预计其业务将发生延误。
自以色列-哈马斯战争爆发以来，背后有伊朗支持的胡塞武装不断加大攻击强度，该也门叛乱组织在11月将与以色列有关的船只认定为其袭击的“合法目标”。
随着美国军方的介入，此次冲突可能威胁价值数亿美元的商品的顺利流通，而且可能对全球供应链造成新的破坏。
宜家家具再次受阻
包括宜家在内，有越来越多公司承认由于攻击事件的发生，其产品可能需要更长时间才能将产品交付客户。
宜家发言人对《财富》杂志表示：“苏伊士运河的局势可能导致延误，甚至可能影响一些宜家商品的供应受限。
与此同时，我们正在评估其他供应选择，以保证产品的供应。”
这位发言人还表示，宜家没有任何集装箱货轮，其所有商品运输，均由运输合作伙伴负责。
宜家并未具体透露哪些产品将被延误，或者其预计会延误多长时间。
其他可能面临延误的公司包括预算零售业巨头Lidl和瑞典汽车集团沃尔沃（Volvo）。
物流集团飞协博（Flexport）在一篇博客中估计，调整航线至南非好望角，会使航程延长10天。该公司表示，截至周三，有170多艘船只已经转道非洲南部，还有35艘船只在红海被延误。
备受关注的降价承诺
最近几年，宜家的运输渠道经历了多次延误，因此它对这种情况并不陌生。
2021年，“长赐号”货轮在连接红海和地中海的重要航道中搁浅，导致苏伊士运河堵塞，宜家就是当时的主要受害者之一。
航道堵塞长达六天时间，宜家分布广泛的供应链受到影响，而且它与此事有更密切的联系，因为在苏伊士运河航道疏通之后，宜家的家具依旧被滞留在搁浅的“长赐号”上长达数月。
从新冠疫情爆发以来，宜家就经常遭遇供应链问题，迫使其在2021年涨价。
然而，随着通胀缓慢恢复到央行的目标2%，供应链基本恢复正常。宜家今年开始降价，因为它要坚持“民主设计”的承诺。
11月，宜家母公司Ingka的副CEO朱文西奥·梅兹图表示，公司计划明年投入11亿美元用于分摊成本，以进一步降低消费者的价格。
梅兹图对《财富》杂志表示：“虽然人们的收入减少，但他们依旧有需求，有梦想，会感到沮丧。
因此，宜家成为了人们想让自己的钱发挥最大价值的目的地。可以说，宜家就是为了危机而生。”
宜家发言人并未评论降价承诺是否会受到红海局势和由此导致的分歧的影响。（财富中文网）
译者：刘进龙
审校：汪皓
If you have plans to redecorate in the new year with your brand new Ikea furniture, there’s a good chance you’ll need to reschedule thanks to recent attacks on the Red Sea shipping route.
Ikea says it expects to face delays as a result of the emerging conflict in the Red Sea, after drone attacks from Houthi-controlled areas of Yemen started hitting the vital commercial passage near the Suez Canal earlier this week.
The group, backed by Iran, has stepped up its attacks since the onset of the Israel-Hamas war, with Yemeni rebels describing ships with ties to Israel as “legitimate targets” in November.
The conflict, which has seen the U.S. military step in, risks the smooth passage of hundreds of millions of dollars worth of goods and could cause fresh havoc to the global supply chain.
Ikea furniture blocked again
Ikea has now become one of a growing list of companies to admit its products will take longer to get into the hands of customers as a result of the attacks.
“The situation in the Suez Canal will result in delays and may cause availability constraints for certain Ikea products,” a spokesperson for Ikea told Fortune.
“In the meantime, we are evaluating other supply options to secure the availability of our products.”
The spokesperson added that Ikea does not own any container vessels, and all its shipments were managed by transportation partners.
The group didn’t elaborate on which of its products would face delays or how long it expected lag times to be.
Other companies likely to be subjected to delays include budget retail giant Lidl and Swedish automotive group Volvo.
In a blog post, logistics group Flexport estimated that rerouting ships via the Cape of Good Hope in South Africa would add up to 10 days to their journey. It added that as of Wednesday, more than 170 ships had been diverted south of Africa and 35 more had been delayed in the Red Sea.
Price cut promises in spotlight
Ikea has become well-versed in the trials of delays through its shipping channels in recent years.
The group was one of the major victims of the 2021 Suez Canal blockage when the Ever Given cargo ship ran aground in the major passageway linking the Red Sea and the Mediterranean.
While its wider supply chain was affected by the six-day blockage, Ikea was also much closer to the action, with its furniture stuck on the stranded Ever Given ship months after the canal was cleared.
The company has more generally struggled with supply chain snags that began with the COVID-19 pandemic, forcing it to hike prices in 2021.
However, this year has seen supply chains largely return to normality as inflation slowly returns to Central Bank targets of 2%. Ikea began to lower prices this year as it aimed to stick to its promise of “democratic design.”
In November, the deputy CEO of Ikea stores owner Ingka said the group planned to spend $1.1 billion next year to absorb costs so it could further bring down prices for consumers.
“People have thin wallets, but they still have needs, dreams, and frustrations,” Juvencio Maeztu told Fortune.
“That’s why Ikea has become a destination for those who want to maximize the value of their money. Ikea is made for crisis, so to speak.”
A spokesperson didn’t comment on whether this promise to cut prices might be affected by the attacks on the Red Sea and ensuing divergences.
