Commercial air and ocean freight operations across the Middle East are experiencing significant disruption as escalating security concerns reshape regional logistics. Multiple airlines have suspended both passenger and freighter services across key parts of the region, while ocean carriers are diverting vessels or instructing ships within the Gulf to seek shelter.

The United States has issued a maritime warning covering the Persian Gulf, Gulf of Oman, North Arabian Sea, and the Strait of Hormuz, effectively restricting commercial vessel movements. At the same time, volatile fuel pricing linked to the conflict in Iran has prompted carriers to implement weekly fuel surcharges, which now apply to all rates, including previously agreed “all-in” contracts.

Recent incidents, including a tanker strike off Oman and reported damage at Jebel Ali, have intensified risk perceptions for Gulf routings. The industry is responding accordingly:

• War risk premiums are beginning to rise.
• Insurers are tightening their underwriting posture.
• Hapag-Lloyd has suspended transits via the Strait of Hormuz.
• Vessels are pausing, waiting, or reassessing Gulf port calls.

Bottom line: Gulf routings are becoming increasingly complex and commercially challenging. Shippers should expect delays, higher costs, and the need for alternative planning as the situation continues to evolve.

We're monitoring the situation daily and will keep our clients posted as things change.

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