Escalating conflict involving Iran is creating immediate disruption across global transportation markets.
Ocean Freight Impact
Carriers have suspended services, canceled bookings, and diverted vessels away from the Strait of Hormuz following reported strikes on Persian Gulf ports. Blank sailings are increasing, transit times are becoming unpredictable, and war risk and insurance costs are rising.
Multiple carriers are also announcing emergency conflict-related surcharges to offset risk, security, and operational costs. For example, CMA CGM and Hapag-Lloyd have announced or adjusted surcharge programs covering Middle East and Red Sea trade lanes. These surcharges typically apply to Red Sea and Persian Gulf ports including Saudi Arabia, Egypt, Jordan, Djibouti, Sudan, and Eritrea, depending on carrier routing exposure.
Air Freight Outlook
Airlines including Emirates, Qatar Airways, and Lufthansa have suspended or reduced flights, rerouting traffic around the conflict zone and limiting use of key transload hubs in Dubai, Abu Dhabi, and Qatar due to retaliatory missile activity. More schedule changes are expected in the coming days.
Longer routings require additional fuel, reducing available cargo payloads to remain within weight limits. Some carriers are also expected to add refueling stops, further extending transit times. As shippers shift freight from ocean to air, capacity tightening and fuel-driven surcharges are likely to push rates higher.
What Shippers Should Expect
- Service suspensions, booking cancellations, and routing changes
- Rising transportation and surcharge costs
- Tightening space and schedule instability
The Laufer Group team is closely monitoring developments and working to secure capacity and alternative routing solutions where possible.
Please contact your Laufer representative for shipment-specific guidance and continue to visit laufer.com for more market Insights.