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    Operational update: global shipping disruptions as Strait of Hormuz tensions intensify

    Escalating tensions in the Strait of Hormuz continue to cause significant and fast‑moving disruption across major shipping networks worldwide.

    Current disruptions across global trade
    The suspension of transits through the Strait by major carriers has triggered far‑reaching operational challenges, including:

    • Severe congestion at key transshipment hubs as vessels are delayed or rerouted.
    • Widespread schedule instability, with cascading delays across East–West services as ships miss planned port windows.
    • Equipment imbalances, including shortages of empty containers in export‑driven regions and surpluses in ports where vessels are no longer calling.
    • Repositioning disruptions, as vessels mid‑voyage adjust their routes, leading to gaps in weekly sailings and irregular departure patterns.
    • Rising operating costs, including higher fuel consumption, which may result in additional carrier surcharges.

    Carrier operational status updates

    Hapag-Lloyd

    • Booking suspension for all Africa–Upper Gulf trades.
    • Reefer bookings to/from the Upper Gulf, Arabian Gulf, and Persian Gulf remain suspended.
    • Vessel transits through the Strait of Hormuz remain halted.

    MSC

    • Continued suspension of all global Middle East–destined bookings.
    • End-of-voyage declared for all shipments to the Arabian Gulf under Bill of Lading clause 13 (Special Circumstances).

    CMA CGM

    • No new advisories; Suez Canal passage remains suspended.
    • Reefer booking suspension for all Middle East trades continues.
    • Vessel deviations to contingency ports carried out under Bill of Lading Clause 10 and applicable Force Majeure provisions.

    ONE

    • All bookings to/from the Persian Gulf remain suspended.

    Maersk

    • Reefer, dangerous goods, and special cargo bookings in/out of the Middle East remain suspended.
    • New bookings between the Indian Subcontinent and Upper Gulf markets remain halted.

    Surcharges

    Following earlier announcements from CMA CGM and Hapag-Lloyd, several additional carriers have introduced surcharges—now applied more broadly than the Middle East/Red Sea region.

    • Surcharge application dates have been expanded.
    • Charges now apply not only to upcoming sailings but also to cargo already at sea awaiting discharge.

    Ocean freight market conditions
    Carriers continue to face:

    • Increased operational complexity
    • Longer detours and rerouting
    • Reduced vessel capacity availability
      These combined pressures are influencing market-rate developments and overall pricing dynamics, beyond any surcharge mechanisms.

    Road transport update
    Fuel markets are reacting strongly to the escalating crisis. European energy prices have risen due to heightened supply concerns, leading road transport operators to introduce rate increases to maintain service viability.

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