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    Operational update: Middle East disruptions affect ccean and landside operations

    Escalating tensions in the Strait of Hormuz continue to heavily impact global ocean freight flows. The situation remains fast-moving and highly disruptive. Carriers have halted transits through the area due to exceptional security risks, and operational ripple effects are now being felt far beyond the Gulf region.

    Current operational impact

    • Severe congestion at major transshipment hubs as vessels are delayed or diverted.
    • Significant schedule instability, with cascading delays on East–West services caused by missed port windows.
    • Equipment imbalances, including shortages of empty containers in export-driven regions and surpluses where port calls have been suspended.
    • Repositioning challenges, with vessels adjusting their routes mid‑voyage, leading to gaps in weekly departures and irregular sailing patterns.
    • Rising operational costs, including higher fuel consumption, may trigger additional carrier surcharges.

    No improvement has been reported overnight.

    Carrier updates

    Hapag-Lloyd

    • Suspension of all shipments to/from the Upper Gulf Region.
    • Contingency procedures apply to cargo moving to, or already en route to, the UAE, Saudi Arabia, Kuwait, Qatar, Bahrain, Iran (including Umm Qasr), Oman, and Yemen.
    • Export containers already gated in must be picked up; all other bookings will be cancelled.
    • End‑of‑voyage declarations in place for cargo in transit, with storage at alternative locations pending customer instructions.

    MSC

    • Continued suspension of all worldwide Middle East–destined bookings.
    • End‑of‑voyage declared for all Arabian Gulf shipments under clause 13 of the MSC Bill of Lading Terms & Conditions.

    CMA CGM

    • The suspension of all bookings to/from the Middle East region remains in effect.
    • End‑of‑voyage declarations issued, with vessels diverted to contingency ports according to Clause 10 and Force Majeure provisions.

    ONE

    • Suspension of all bookings to/from the Persian Gulf.

    Maersk

    • Bookings suspended in/out of the UAE, Oman (except Salalah), Iran, Kuwait, Bahrain, and Saudi Arabia (Dammam/Jubail).
    • Exceptions only for critical supplies.
    • Reefer, IMO, and special cargo acceptance are suspended for several destinations in the Middle East.
    • No acceptance of IMO cargo to/from Israel.
    • Jeddah, King Abdullah, and Salalah remain unaffected at this stage.
    • Cargo in transit is being rerouted for temporary storage where possible, with onward movement to final destinations when feasible.

    Surcharges and outlook

    All major carriers have now introduced war risk surcharges, contingency surcharges, peak season surcharges, and emergency fuel surcharges.
    These charges apply more broadly and are no longer limited to sailing dates. Carriers confirm they also apply to cargo already on the water awaiting discharge.

    Landside services across the Middle East remain operational but are facing:

    • increased border congestion
    • customs delays
    • longer overland transit times
    • fluctuating costs

    Market outlook

    • Ocean freight: Carriers continue to adjust networks, leading to greater operational complexity, longer reroutes, and a tightening of available vessel capacity. These combined pressures are driving market rate increases, independent of surcharge mechanisms.
    • Road transport: Fuel markets are reacting to the crisis, with European energy prices rising as supply risks grow. Hauliers are introducing rate increases to maintain service levels amid higher operating expenses.

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