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geopolitical··severity 6

Центральная Азия может стать следующим логистическим центром Гонконга: глава администрации аэропорта

Центральная Азия может стать стратегическим логистическим центром для Гонконга, поскольку войны на Ближнем Востоке и в Европе продолжаются, а объем грузов между городом и двумя странами региона увеличивается почти в пять раз по сравнению с прошлым годом, заявил председатель Управления аэропорта. Фред Лам Тин-фук, который присоединился к недавней поездке с генеральным директором Джоном Ли Ка-чиу в Центральную Азию, также заявил в воскресенье, что пассажиропоток в аэропорту Гонконга может достичь 70 миллионов в этом году, восстановившись почти до уровня, существовавшего до Covid. «Центральный...

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation) — 50%** * **Chain:** Persistent geopolitical instability in the Middle East and Europe leads to increased demand for alternative logistics routes. Hong Kong's strategic location, coupled with Central Asia's growing infrastructure, makes it a prime candidate for expansion. This could lead to increased investment from Hong Kong businesses in Central Asian ports and transportation networks, potentially escalating tensions between regional powers. * **Confirmation Indicators:** Escalation of conflict in the Middle East or Europe, significant increase in cargo volume through Central Asia-Hong Kong routes exceeding pre-pandemic levels within a month. * **Time Horizon:** 1-3 months **Scenario B (Status Quo) — 38%** * **Chain:** The geopolitical landscape remains relatively stable, with Hong Kong and Central Asian countries maintaining their

Индикаторы подтверждения: ** Escalation of conflict in the Middle East or Europe, significant increase in cargo volume through Central Asia, Hong Kong routes exceeding pre, pandemic levels within a month., * **Time Horizon:** 1, 3 months
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation) — 50%** * **Chain:** Persistent geopolitical instability in the Middle East and Europe leads to increased demand for alternative logistics routes. Hong Kong's strategic location, coupled with Central Asia's growing infrastructure, makes it a prime candidate for expansion. This could lead to increased investment from Hong Kong businesses in Central Asian ports and transportation networks, potentially escalating tensions between regional powers. * **Confirmation Indicators:** Escalation of conflict in the Middle East or Europe, significant increase in cargo volume through Central Asia-Hong Kong routes exceeding pre-pandemic levels within a month. * **Time Horizon:** 1-3 months **Scenario B (Status Quo) — 38%** * **Chain:** The geopolitical landscape remains relatively stable, with Hong Kong and Central Asian countries maintaining their

Индикаторы подтверждения: ** Escalation of conflict in the Middle East or Europe, significant increase in cargo volume through Central Asia, Hong Kong routes exceeding pre, pandemic levels within a month., * **Time Horizon:** 1, 3 months
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation) — 50%** * **Chain:** Persistent geopolitical instability in the Middle East and Europe leads to increased demand for alternative logistics routes. Hong Kong's strategic location, coupled with Central Asia's growing infrastructure, makes it a prime candidate for expansion. This could lead to increased investment from Hong Kong businesses in Central Asian ports and transportation networks, potentially escalating tensions between regional powers. * **Confirmation Indicators:** Escalation of conflict in the Middle East or Europe, significant increase in cargo volume through Central Asia-Hong Kong routes exceeding pre-pandemic levels within a month. * **Time Horizon:** 1-3 months **Scenario B (Status Quo) — 38%** * **Chain:** The geopolitical landscape remains relatively stable, with Hong Kong and Central Asian countries maintaining their

Индикаторы подтверждения: ** Escalation of conflict in the Middle East or Europe, significant increase in cargo volume through Central Asia, Hong Kong routes exceeding pre, pandemic levels within a month., * **Time Horizon:** 1, 3 months

Первичный источник: South China Morning Post

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