Ice in the Southern Ocean at 30 knots is a scary prospect. And Banque Populaire has an ice field astride the fast route to Cape Horn, so it is diverting north and headed for a region of light winds.
That's the bad news. The good news is that the descent to the Horn after that is looking good. It's all about keeping the boat in one piece, and they are in a zone of maximum risk. So for the moment it's better to be smart than daring.