Markedsudsigtsrådgivning Luft-, sø- og jernbanefragt

Despite no shortage of political statements and media reports that an imminent opening of the Strait of Hormuz is close, the reality is that the strait remains effectively closed. The US launched Operation Freedom on 4 May to evacuate stranded commercial vessels in the Gulf; however, the initiative was shelved the following day, with the US announcing it would pause the operation at the request of the Pakistani government, citing progress in peace talks.

A two-week ceasefire announcement was announced on 8 April by the US, Israel and Iran, with the re-opening of the Hormuz Strait being a key component of the ceasefire agreement. The first 24 hours of the ceasefire have shown that the ceasefire itself is very fragile, and not least that there are conflicting views on key aspects of the agreement, not least in terms of whether a ceasefire in Lebanon was part of the scope or not.

Entering week 4 of the war between the US/Israel and Iran, there are still no signs of an imminent ceasefire. While the operational impact on especially airfreight continues to minimise, it is clear that the effects are widespread and impactful. Much of the attention within the global transportation industry has, in the meantime, shifted to surging oil prices and the pain of same.

As the security situation in the Middle East continues to evolve with no short-term outlook for a ceasefire, we wish to provide you with the latest information and the effects on global supply chains.

Following the military strike by the US-Israel on Iran, and Iran’s subsequent retaliation on targeted US bases in the Middle East, between 28 February and 1 March 2026, we wish to provide you with an update on the short-term impact on global transportatio

While much attention during the last years has been on geopolitical impacts on the transportation and logistics industry, the industry itself this time created the headlines. News emerged on 16 February that German container carrier Hapag-Lloyd had struck a deal to acquire Israeli carrier ZIM, firmly cementing its 5th place ranking amongst global container carriers.