Wars and chokepoint disruption are reshaping trade lanes, but the industry’s instinct remains the same: find another route.Sunil Kapoor reports. In recent months, I have repeatedly been asked the same question: “How is your ship being affected by what is happening in the Strait of Hormuz?” The headlines suggest that every vessel connected with Middle …
↑War-risk insurance premium↑Tanker earnings↑Crude oil price↑LNG price+2 more
DisruptionOcean
Earlier this month, a Fox News correspondent reported that a "U.S.-contracted" vessel had been hit by an Iranian munition somewhere near the Strait of...
Four more ships added to PGSA’s non-compliance list as Iran threatens charterers with fleet-wide sanctions for ordering unapproved strait transits.
By Eltaf Najafizada and Courtney Subramanian Sep 27, 2026 (Bloomberg) –Iran stuck to its seven-day proposal for reopening the crucial Strait of Hormuz, saying it won’t soften its conditions, while President...
Iran is becoming increasingly desperate to get the US naval and economic blockade imposed upon it lifted, but is overestimating its bargaining power a...
DisruptionMultimodal
Airfreight markets are facing constant disruption, from shifting ecommerce flows and changing rates to tight capacity and growing uncertainty across major trade lanes. Tristan Koch, chief commercial officer at Awery Aviation Software, joins host Charlotte Goldstone to discuss the latest China-Europe ecommerce trends, how airlines and forwarders are responding to volatile demand and why different booking platforms can show very different rates and capacity for the same flight. He also explains how ...
DisruptionMultimodal
By Cliff Venzon Sep 27, 2026 (Bloomberg) –The Philippines said Chinese ships hindered a resupply mission to Manila’s military outpost in a disputed South China Sea shoal, in what could be...
DisruptionMultimodal
This week in Borderlands Mexico: Customs proposal raises concerns over border delays, cargo seizures; and OmniTRAX expands rail-served capacity in Phoenix market.
By Gleb Stolyarov MOSCOW, Sept 25 (Reuters) – Russia could quickly restart up to 80% of its grain terminal capacity in the Black Sea and Sea of Azov if diplomatic efforts to...
By Courtney Subramanian Sep 26, 2026 (Bloomberg) –President Donald Trump said Saturday he rejected a deal from Iran to reopen the Strait of Hormuz as Saudi Arabia’s capital came under attack...
↑War-risk insurance premium↑Tanker earnings↑Crude oil price↑LNG price+2 more
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By Ben Welsh, Simon Jessop and Kate Abnett LONDON, Sept 26 (Reuters) – As drought spread and wildfires raged across Europe this summer, the extraordinary heat didn’t stop at the shoreline. European...
Container lines profited from Red Sea and Hormuz disruption through 2026. Now they are giving that advantage back one Suez transit at a time, just as a historic newbuilding wave arrives.
↑War-risk insurance premium↑Tanker earnings↑Crude oil price↑LNG price+8 more
Iranian officials appearing at the United Nations on Friday, September 25, said they have offered a new proposal for opening the Strait of Hormuz in a...
DisruptionMultimodal
The agency said the installation of new sorting equipment could temporarily disrupt package flows but benefit its peak season operations.
ClosureOcean
Port stakeholders, particularly truckers, fear the Nov. 1 closure of the Vincent Thomas Bridge for a major redecking project could exacerbate dwell times that are already hovering near 18-month highs.
DisruptionMultimodal
Lufthansa Cargo has responded to congestion at Mumbai airport in India by halting flights with freighter aircraft for several days.
DisruptionMultimodal
The world of trade is led by optimists, and the data shows the resilience of the strategies these stewards of trade have developed and deployed.
Ship-to-ship transfers in the Gulf of Oman for Middle Eastern oil from inside the Strait of Hormuz have reached their limits after Saudi Arabia diverted exports from the Red Sea, adding to shipments from other producers, trade sources and analysts said.
↑War-risk insurance premium↑Tanker earnings↑Crude oil price↑LNG price+2 more
Two weeks after the Houthis took the Yemeni side of Bab el-Mandeb, renewed fighting in northern Ethiopia puts the African side in play, and Ethiopia’s sea corridors along with it.
DisruptionOcean
Global container shipping reliability is at its lowest level for four years, as the congestion in Asia continues to disrupt liner operations. According to Sea-Intelligence, schedule reliability fell by 5.9 percentage points month on month in August, to 49.9%, marking the second consecutive monthly decline. The analyst said: “In the backdrop of severe port congestion in Asia, global schedule has declined sharply month on month for the second consecutive month… This is ...
Qatar has ramped up liquefied natural gas tanker traffic through the Strait of Hormuz to the highest in more than two months, a sign it’s becoming more comfortable moving ships through the waterway.
DisruptionOcean
Unrelenting congestion and rising bunker prices have pushed intra-Asia rates up for a month. Drewry’s Intra-Asia Container Index climbed for a fourth straight week, with typhoon and geopolitical disruptions combining with pre-Golden Week (1 October) demand to drive up spot rates across key routes. On 17 September, intra-Asia rates edged up 6% from 10 September, to $1,402 per 40ft, as typhoon-related disruption continued to ripple through supply chains and constrain available capacity. And ...
DisruptionMultimodal
Shipping companies have been forced to rethink how they plan, invest and manage risk as the industry moves deeper into an era of overlapping geopolitical, technological and regulatory disruption, senior executives told nearly 300 delegates attending the opening Big Issues session at Splash Singapore yesterday. Splash editor Sam Chambers framed the discussion around a decade …
DisruptionOcean
Over 200 trade groups call on USTR to extend Section 301 tariff suspension before November deadline
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