{"id":119593,"date":"2026-03-11T21:04:03","date_gmt":"2026-03-12T00:04:03","guid":{"rendered":"https:\/\/shipping.einnews.com\/article\/898819885"},"modified":"2026-03-11T21:04:03","modified_gmt":"2026-03-12T00:04:03","slug":"how-the-iran-conflict-is-impacting-global-ocean-shipping-flows","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/03\/11\/how-the-iran-conflict-is-impacting-global-ocean-shipping-flows\/","title":{"rendered":"How the Iran conflict is impacting global ocean shipping flows"},"content":{"rendered":"<div class=\"text-to-speech\"> <button class=\"text-to-speech__button button\"> <img data-opt-id=758893364  fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1&w=1600&resize=1600&ssl=1 1600w\" class=\"text-to-speech__button__icon\" fifu-data-src=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/ig:avif\/https:\/\/i2.wp.com\/www.supplychaindive.com\/static\/img\/play.svg?313321260226&ssl=1\" alt> Listen to the article <span class=\"text-to-speech__button__audio-length\">7 min<\/span> <\/button> <\/p>\n<div class=\"text-to-speech__controls\"> <audio controls class=\"js-text-to-speech\" preload=\"none\">  <\/audio> <\/p>\n<div class=\"text-to-speech__controls__text\"> This audio is auto-generated. Please let us know if you have <a href=\"https:\/\/www.supplychaindive.com\/contact\/\">feedback<\/a>. <\/div>\n<\/p><\/div>\n<\/div>\n<p>LONG BEACH, Calif. \u2014 The impact of the conflict between the U.S. and Iran on ocean shipping reaches beyond the Middle East. As a result, the return of Red Sea services are now out the window, carriers are implementing surcharges and contract negotiations have stalled, Vespucci Maritime CEO Lars Jensen said at TPM26 by S&amp;P Global.<\/p>\n<p>The U.S. and Israel launched military strikes against Iran on Feb. 28, disrupting logistics activity in the Middle East as <a href=\"https:\/\/www.supplychaindive.com\/news\/middle-east-iran-attack-logistics-impact\/813501\/\">air and ocean carriers deployed temporary suspensions<\/a> and other service disruptions for cargo transiting through the region.<\/p>\n<p>During the first week of March, more than 700 vessels were backed up as the Strait of Hormuz, the waterway bordering Iran that connects the Persian Gulf with the Indian Ocean,&nbsp;remained closed, impacting about <a href=\"https:\/\/www.supplychaindive.com\/news\/one-ceo-ripple-effects-middle-east-conflict-ocean-rates-iran\/813578\/\">10% of the world\u2019s container fleet<\/a>, Ocean Network Express CEO Jeremy Nixon shared at TPM26.<\/p>\n<p>While the conflict will lead to a contraction in capacity, \u201cit\u2019s definitely not pandemic scale \u2014 it\u2019s also not even Red Sea scale,\u201d Jensen said. But for Gulf countries, it is a \u201cmajor disaster\u201d since there likely won\u2019t be enough overland capacity to move disrupted cargo.<\/p>\n<div class=\"pullquote\">\n<hr>\n<div class=\"pq-hr-wrapper\">\n<p class=\"pq-quote\">\u201cThe basic perception was normalization [of Red Sea shipping], release of substantial amounts of capacity over summer, weakening global supply and demand. That\u2019s now not going to happen.\u201d<\/p>\n<div class=\"pq-headshot\"><img data-opt-id=758893364  fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=1600&resize=1600&ssl=1 1600w\" alt class=\"pq-headshot-img-hidden\" fifu-data-src=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1\"><\/div>\n<div class=\"pq-speaker-details\">\n<p class=\"pq-speaker\">Lars Jensen<\/p>\n<p class=\"pq-speaker-title\">CEO of Vespucci Maritime<\/p>\n<\/div>\n<\/div>\n<hr>\n<\/div>\n<p>Jensen said that roughly 2 million twenty-foot equivalent units will be impacted as a result of the conflict based on <strong>\u200b\u200b\u200b\u200b\u200b\u200b\u200b<\/strong>cargo aboard vessels from ports in the gulf or booked within the next 90 days.<\/p>\n<p>Even if the situation is resolved soon, bottlenecks will persist and costs will still be levied onto shippers, Jensen said. But if it lasts another year \u2014 or even longer \u2014 the Iran conflict will prompt the \u201csame phenomenon as the Red Sea,\u201d meaning that ocean carriers will adjust schedules and opt for alternative routes.<\/p>\n<p>\u201cBut from a global supply demand perspective, it is relatively limited how much this actually changes, the overall capacity equation will be slightly stronger, but not massively,\u201d Jensen said.<\/p>\n<p>Despite a more regionalized direct impact, the ripple effects from the Iran conflict will still touch global logistics. Here\u2019s how, according to Jensen. Here\u2019s how, according to Jensen.<\/p>\n<h3>Red Sea return no longer in the cards<\/h3>\n<p>For more than a year, ocean shippers have been slowly considering <a href=\"https:\/\/www.supplychaindive.com\/news\/maersk-structural-return-to-the-red-sea-suez-canal\/809932\/\">resumptions in the Red Sea<\/a>, such as Maersk with the structural return of its MECL service in January. Ocean carriers have been <a href=\"https:\/\/www.supplychaindive.com\/news\/shipping-lines-divert-ships-suez-canal-red-sea-cargo-ship-attacks\/702824\/\">avoiding the Suez Canal waterway<\/a> since late 2023 due to <span><span>Houthi-led<\/span><\/span> attacks on cargo ships. Shipping lines have since rerouted services, including opting to sail around Africa via the Cape of Good Hope.<\/p>\n<p>Any positive outlook on Red Sea operations normalizing has since disappeared, with ocean carriers pulling a U-turn on service resumptions, including Maersk, Hapag-Lloyd and CMA CGM, Jensen said. This means that the situation in the Red Sea has been set back by more than a year, he added.<\/p>\n<p>\u201cSo realistically, we are probably looking at at least six months into the future before anybody\u2019s going to start contemplating doing this again, and that is if we stop the Iranian war basically today,\u201d Jensen said.<\/p>\n<p>Jensen now says the 2026 ocean market outlook includes acceptance that route deviations around Africa will continue, strengthening the supply and demand balance.<\/p>\n<p>\u201cThe basic perception was normalization [of Red Sea shipping], release of substantial amounts of capacity over summer, weakening global supply and demand,\u201d the CEO said. \u201cThat\u2019s now not going to happen.\u201d<\/p>\n<h3>Shipping surcharges set to surge<\/h3>\n<p>Shipping is no longer about supply and demand \u2014 it\u2019s about surcharges, Jensen said. Because of the situation in the Middle East, carriers will implement \u201cas many and as high surcharges as humanly possible,\u201d&nbsp;whether as fuel-related or emergency conflict fees.<\/p>\n<p>Regardless of whatever shape surcharges take, how high they will go and long they will last remains unclear.<\/p>\n<p>While the conflict primarily impacts the Middle East market and Asia to Europe corridors, U.S. shippers are also at risk.<\/p>\n<p>\u201cHang on a second,\u201d Jensen said. \u201cI\u2019m only shipping from Shanghai to Los Angeles, why on earth would I bother about what happens in the Middle East?\u201d<\/p>\n<section class=\"storylines-carousel-wrapper hide-small show-large\" id=\"desktop-carousel\"><\/section>\n<p>The answer is fuel prices, which are rapidly rising, he said. As of Wednesday morning, <a href=\"https:\/\/tradingeconomics.com\/commodity\/brent-crude-oil\">Brent crude oil prices<\/a> hovered near $90 a barrel. <a href=\"https:\/\/www.supplychaindive.com\/news\/middle-east-conflict-tests-2026-air-cargo-outlook\/814069\/\">Air cargo<\/a> and <a href=\"https:\/\/www.supplychaindive.com\/news\/diesel-prices-us-israel-military-attack-iran\/813783\/\">trucking industries<\/a> will also face the impact of higher fuel costs.<\/p>\n<div class=\"pullquote\">\n<hr>\n<div class=\"pq-hr-wrapper\">\n<p class=\"pq-quote\">\u201cAnd then, as I mentioned earlier, you\u2019re going to get all these congestion effects in Asia that is going to impact everything and everyone. So, you\u2019re going to see these surcharges also on the Pacific.\u201d<\/p>\n<div class=\"pq-headshot\"><img data-opt-id=758893364  fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1&w=1600&resize=1600&ssl=1 1600w\" alt class=\"pq-headshot-img-hidden\" fifu-data-src=\"https:\/\/mlmjbqro95r8.i.optimole.com\/cb:bOxR.6a5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/i2.wp.com\/d12v9rtnomnebu.cloudfront.net\/diveimages\/corporate_site\/teampage\/square_profiles\/placeholder-200.png?ssl=1\"><\/div>\n<div class=\"pq-speaker-details\">\n<p class=\"pq-speaker\">Lars Jensen<\/p>\n<p class=\"pq-speaker-title\">CEO of Vespucci Maritime<\/p>\n<\/div>\n<\/div>\n<hr>\n<\/div>\n<p><a href=\"https:\/\/www.linkedin.com\/posts\/larsjensenvespuccimaritime_monday-morning-starts-with-further-rapid-activity-7436649417954443264-oJ8v?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAACnJaEcBgTUe9qeTlT_DmIketke_4STMFjw\">In a recent LinkedIn post<\/a>, Jensen said that carriers\u2019 variable bunker fuel surcharges are often adjusted each quarter with a one-month notice, meaning that the current surge in oil prices will be reflected in Q3 2026 charges. He added that Q2 surcharges were already announced right before the Hormuz crisis.<\/p>\n<p>\u201cAnd then, as I mentioned earlier, you\u2019re going to get all these congestion effects in Asia that is going to impact everything and everyone,\u201d Jensen said at TPM26. \u201cSo, you\u2019re going to see these surcharges also on the Pacific.\u201d<\/p>\n<h3 class=\"standard-heading\">Contract negotiations tip in carriers\u2019 favor<\/h3>\n<p>The <a href=\"https:\/\/www.supplychaindive.com\/news\/2026-logistics-outlook-ai-bankruptcies-and-operational-volatility\/810429\/\">2026 ocean shipping market<\/a> was initially poised for slight overcapacity and a downward pressure on rates, but the outlook has since flipped, Jensen said. He further noted that unless there is a \u201cmiracle in the Middle East\u201d and a rapid reversal from carriers in relation to the Red Sea, the market will shift back in favor of the carriers.<\/p>\n<p>The crisis has prompted a change in ocean shipping contract <span>negotiations<\/span>, including at TPM26, Jensen said. Shippers were looking to finalize contracts at lower rates while carriers battled trepidation about whether or not they will have to concede to less favorable terms, he explained.<\/p>\n<p>\u201cAnd then the weekend happened, and now we see carriers stalling on finalizing contracts,\u201d Jensen said days after the Saturday joint attack by the U.S. and Israel at the end of last month. \u201cThis is exactly why, because the market has, right now, changed fundamentally for 2026 in terms of global supply and demand balance.\u201d<\/p>\n<section class=\"storylines-carousel-wrapper show-small hide-large\" id=\"mobile-carousel\"><\/section>\n<p>In light of the outlook, it is currently too soon to see the impact of the Iran conflict on U.S. container imports, per a <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/import-cargo-volume-expected-to-be-down-in-first-half-of-2026-but-too-soon-to-tell-impact-from-iran\">March 9 Global Port Tracker update<\/a> produced by the National Retail Federation and Hackett Associates.<\/p>\n<p>\u201cThe immediate impact on containerized traffic to the United States is not likely to be substantial since little U.S.-bound container cargo is sourced from the region,\u201d Hackett Associates Founder Ben Hackett said in a press release.<\/p>\n<p>Despite this, climbing oil and gasoline prices will drive structural inflation, per the report. If those costs squeeze consumer discretionary spending and U.S. manufacturing, it could dampen import volumes.<\/p>\n<div class=\"editor-note\">\n<p><em>Editor&#8217;s note: This story was first published in our Logistics Weekly newsletter. <a href=\"https:\/\/www.supplychaindive.com\/link\/5237\/?utm_campaign=BottomArticle-SupplyChain-Logistics17092021\">Sign up here<\/a>.<\/em><\/p>\n<\/div>\n<p><strong><a href=\"https:\/\/blockads.fivefilters.org\"> <\/a><\/strong> <a href=\"https:\/\/blockads.fivefilters.org\/acceptable.html\"> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8230; move disrupted <span class=\"match\">cargo<\/span>. \u00e2\u0080\u009cThe basic perception was normalization [of Red Sea <span class=\"match\">shipping<\/span>], release &#8230; to Houthi-led attacks on <span class=\"match\">cargo<\/span> ships. <span class=\"match\">Shipping<\/span> lines have since rerouted &#8230; has prompted a change in ocean <span class=\"match\">shipping<\/span> contract negotiations, including at TPM26 &#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-119593","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/119593","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=119593"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/119593\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=119593"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=119593"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=119593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}