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Worldwide Market Update
Global developments and escalations impacting supply chains
Global developments and geopolitical escalations are increasingly impacting economies, markets and logistics chains. Our teams continuously monitor these situations and work hard to minimize any impact on your supply chain.
As a logistics chain director and knowledge partner, Seacon keeps a close eye on the international landscape. Via this page, we inform you about relevant market trends, disruptions and structural changes within the logistics chain.
Do you have questions or need advice? Then feel free to get in touch via the contact form below or via your Seacon contact person.
Live feed Global Maritime Hub
Escalating Iran Conflict Triggers Severe Logistics Risks
According to analysts from the International Energy Agency (IEA), Rabobank, and Evofenedex, the logistics sector should prepare for prolonged disruption if the Iran conflict escalates further. The Strait of Hormuz remains effectively closed, and structural damage across the region is already impacting global supply chains.
Key developments (with sources)
- Major infrastructure damage (IEA)
Over 40 oil, gas and LNG facilities in the Gulf region have been damaged. Repair times are estimated at 3–5 years, keeping global energy markets tight. - Prolonged high energy prices (Rabobank)
Rabobank forecasts sustained high prices throughout the year due to infrastructure damage and ongoing supply chain disruption. - Immediate pressure in Asia (Evofenedex)
Countries like the Philippines, Bangladesh and Vietnam are already experiencing fuel shortages, limiting inland transport to ports. Europe will feel the effects later, but the impact is “unavoidable”. - Supply chain ripple effects (Evofenedex)
Reduced oil availability affects plastics, PVC, polyester and other oil‑based materials, impacting packaging, textiles and construction. - Critical helium shortage risk (IEA)
With Qatar supplying one‑third of global helium, the closed LNG routes could trigger a severe shortage affecting chip production, MRI equipment, fiber optics and welding. - Naphtha shortage increasing costs (Evofenedex)
Reduced supply of naphtha — a key input for plastics and synthetics — is likely to push up manufacturing prices worldwide.
Expert Recommendations (Evofenedex)
- Build safety stocks and buffers.
- Map the full supplier chain, not only immediate shipments.
- Diversify suppliers and consider alternative sourcing countries (e.g., Australia).
- Include price‑adjustment clauses in customer contracts to manage sudden cost spikes.
02 April 2026 - Source NT.nl
Introduction Hormuz Toll
Iran has officially approved a toll system for ships passing through the Strait of Hormuz. Vessels must pay $1 per barrel of oil transported, but payment is only accepted in stablecoins (specific cryptocurrencies) or Chinese yuan. Key points:
- A fully loaded VLCC (≈2 million barrels) would owe $2 million in tolls.
- Iran has created a “safe corridor” near Qeshm and Larak islands where ships must check in with the Revolutionary Guard for approval.
- Countries are ranked from 1 to 5 based on political “friendliness.”
- The US and Israel are explicitly excluded.
- Chinese and Indian vessels are also being approved, with Turkey negotiating passage for ships.
- Legal experts warn the system likely violates international law, especially given existing sanctions against Iran.
Impact:
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Higher transport costs, Hormuz‑tolls (crypto/yuan only) and rising risk premiums may increase freight and bunker surcharges.
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Unpredictable vessel flows, Iran’s approval system based on political “friendliness” creates uncertainty for carriers, leading to possible delays or rerouting.
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Increased supply chain volatility, Disruption in this critical chokepoint can impact global fuel prices and planning reliability for energy‑dependent sectors.
02 April 2026 - Source NT
US–Iran Tensions Push Oil Prices Higher and Increase Market Volatility
Geopolitical tensions in the Middle East intensified following a televised address by US President Donald Trump. He announced that the United States will “strike very hard” in the coming two to three weeks with the aim of pushing Iran “back to the Stone Age.” The announcement immediately affected global markets:
- Oil price: +5.1% to $106.28 (Brent)
- Asian equity markets: –1% to –3%
- S&P 500 futures: around –1%
Uncertainty Surrounding US Strategy
Although Trump stated that “strategic core objectives are almost achieved,” he did not clarify what a required ‘deal’ with Iran would entail. It also remains uncertain whether the US is considering deployment of ground forces — a step that could significantly escalate the conflict.
Hormuz Strait Remains a Critical Pressure Point
What Does This Mean for Logistics and Supply Chains?
- Higher road, air and sea transport costs
- Adjustments to bunker and fuel surcharges (e.g., BAF)
- Pressure on long‑term pricing agreements
Our teams continue to track developments closely. Please reach to us for questions regarding possible impacts on rates, planning or transport flows.
02 April 2026 - Source FD
Diesel Prices Hit New Record High: Impact on Transport Costs and Supply Chains
Diesel prices in the Netherlands have reached an unprecedented level, surpassing €2.70 per liter for the first time. The national average now stands at €2.708, up from €2.682 just a day earlier. The increase is striking because crude oil prices rose only marginally.
What this means for shippers
- Rising Transport Costs:
Transport operators face significant cost pressure. Although many carriers have surcharge agreements in place, higher fuel expenses often hit them immediately—while the ability to pass on those costs to customers lags behind. - Cross‑Border Fueling & Delays:
Many transport companies are refueling in Belgium, where diesel is still significantly cheaper. This has caused long lines at border‑area fuel stations and, in some cases, required local authorities to intervene to manage traffic flows.
→ Expect potential delays in transit times for shipments routed via the southern corridor. - Market Instability Due to Geopolitical Tensions:
Diesel prices have risen by more than €0.60 per liter since late February, driven largely by ongoing instability in the Middle East.
A recent drone attack on a Kuwaiti oil tanker near Dubai has added further uncertainty to global supply chains.
Key takeaway
Shippers should anticipate:
- Fluctuating fuel surcharges in the coming weeks
- Possible planning disruptions due to increased congestion around refueling hubs
- Continued volatility linked to geopolitical developments
Seacon Logistics will continue monitoring these developments closely to minimize operational impact and maintain supply chain continuity.
31 March 2026 - Source NT.nl
EU Warns of Renewed Houthi Threat to Commercial Shipping
Following new Houthi missile and drone strikes on Israel, the EU naval mission Eunavfor Aspides warns that merchant vessels in the Red Sea may again become targets. The operation states that the Houthi military capabilities remain intact and significant, despite roughly 190 days of calm since their last attack in September.
Background of the Threat
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The Houthis previously stayed relatively quiet to avoid US‑Israeli retaliation and to maintain improving relations with Saudi Arabia.
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The recent strikes signal, according to the EU, a first step toward renewed engagement in the Iran‑related conflict.
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A second step could be the resumption of attacks on commercial vessels within range of Houthi weapon systems, especially in the Red Sea and eastern Gulf of Aden.
Risk Levels for Shipping
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Ships linked to the US or Israel, or calling at Israeli ports, now face a high risk.
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All other ships face a medium risk.
Logistics Context
The Red Sea has recently emerged as an alternative route for cargo unable to move through the Strait of Hormuz due to the Iran conflict. Some carriers have started new services via Saudi ports like Jeddah and King Abdullah, while large Asia–Europe container lines continue to avoid the Red Sea–Suez corridor.
30 March 2026 - Source NT.nl
Air cargo conditions have continued to deteriorate, creating a “perfect storm” in the global supply chain.
A combination of restricted Middle Eastern airspace and surging demand from Asia—driven by e‑commerce and major tech product launches—is forcing Schiphol-based logisticians to shift their focus from cost control to securing uplift.
Current Situation: Severe Capacity Squeeze
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Rates on Asia–Europe routes have increased by 20–25% within a week, with Shanghai–Amsterdam spot rates nearing pandemic levels.
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Belly capacity via Gulf hubs remains unreliable due to sudden route changes, pushing shippers toward full freighters where demand now exceeds supply by 15%.
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The traditional Dubai Sea-Air route is congested, with transshipment delays rising from 24 to more than 72 hours.
Impact on the Dutch Air Cargo Sector
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E‑commerce: B2C flows from China are absorbing available capacity at the expense of general cargo.
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Pharma & Life Sciences: Use of the Middle Corridor (Istanbul/Baku) introduces temperature-control risks due to tarmac congestion.
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High-Tech: Charter solutions are increasingly required to maintain production continuity.
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Perishables: Flower and vegetable exports to the US/Asia face steep cost increases due to priority surcharges needed to secure space.
Updated Scenarios & Emerging Bottlenecks
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Istanbul Bottleneck: The Middle Corridor hub has seen a 40% volume surge in three weeks, causing handling delays and impacting Schiphol arrival times.
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Shift to Northern Route: More traffic is routed via Alaska (Anchorage) from East Asia to Europe—costlier on fuel but more stable than Middle Eastern alternatives.
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Backhaul Focus: Dutch exports temporarily benefit from abundant empty equipment returning to Asia, but irregular schedules challenge planning for exporters.
30 March 2026 - Source ACN Air Cargo Netherlands
Hapag-Lloyd Seeks Solutions for Six Trapped Vessels
Hapag-Lloyd is working intensively to free six of its container vessels currently trapped in the Persian Gulf. According to CEO Rolf Habben Jansen, the crews are safe and well supplied, but no concrete solution has been found yet. The company does not rule out paying toll to Iran if that becomes the only viable option to navigate safely through the Strait of Hormuz, though the safety of the crew remains the absolute priority.
The situation is complicated by unclear power structures within Iran and unofficial reports that other shipowners may already have paid such tolls. Meanwhile, geopolitical tensions are also impacting Hapag-Lloyd’s operations financially, with weekly extra costs rising to 40–50 million dollars due to higher fuel, insurance, storage and inland transport expenses, as well as reduced capacity from the six immobilized vessels. The company is therefore in discussion with customers about sharing part of these costs.
27 March 2026 - Source NT.nl
Rotterdam's Container Market
The Port of Rotterdam’s 2025 figures reveal a year defined by shifting global dynamics. Import volumes continue to rise, while export flows lag behind—putting increasing pressure on the overall container balance. Despite this imbalance and an increasingly challenging geopolitical landscape, Rotterdam strengthens its role as Europe’s leading container hub.
These developments align with the insights from the Container Market Outlook 2026, which highlights structural shifts in trade lanes, network configurations and the functioning of the port ecosystem. According to the Port Authority, these trends are no longer forecasts—they are already visible in today’s volumes and operational patterns.
Source Port of Rotterdam
Air Freight Update: Expanded Routings to Qatar and the UAE
At Seacon Logistics, reliable air‑freight routings from Amsterdam to Qatar and the UAE are once again available, even though overall regional capacity remains tight. With the recent reinstatement of freighter operations at Schiphol, we now have daily main‑deck uplift into Qatar through seven weekly departures.
Connections to the UAE are also running steadily, with multiple daily flights to Dubai. These services still operate through restricted airspace corridors and may be subject to short‑notice adjustments as conditions continue to evolve.
Despite these constraints, Seacon Logistics is securing space on the reinstated routes and proactively managing available capacity. Our team closely monitors schedule changes and allocates uplift to keep your cargo moving with minimal disruption.
Want to secure space or discuss the best routing for your shipment? Please contact our representative—we’re here to support you.
26 March 2026
UN Warns: World ‘On the Brink of a Wider War
UN Secretary-General António Guterres warns that the world is “on the brink of a wider war” as the conflict in the Middle East continues to escalate. He states that the situation has “gotten out of hand.”
Guterres highlights that the closure of the Strait of Hormuz threatens global supplies of oil, gas, and fertilizer—at a critical moment in the global planting season. He urges the United States and Israel to end the ongoing war, citing rising human suffering, increasing civilian casualties, and severe worldwide economic repercussions. He also calls on Iran to stop attacking its neighboring countries.
According to the UN, disruptions in fertilizer shipments and soaring energy prices could drive global food prices higher, especially affecting poorer nations.
25 March 2026 - Source NOS
Qatar Airways Cargo resumes daily freighter operations to Schiphol
Qatar Airways Cargo has reinstated its daily freighter services between Doha and Schiphol, operating seven flights per week, according to the latest schedule released by the airline. The world’s largest cargo carrier has also resumed its daily Doha–Frankfurt operations
Do you have airfreight challenges or time‑critical shipments? Our Seacon airfreight specialists are ready to support you with tailored solutions.Get in touch with our team for advice and capacity options.
24 March 2026 - Source NT.nl
Iran Introduces Unofficial “Toll Corridor” in the Strait of Hormuz
According to reporting by Nieuwsblad Transport, the first vessels have reportedly passed through a newly established Iranian “safe corridor” in the Strait of Hormuz after paying significant toll fees. A containership and several tankers are said to have departed the Persian Gulf via this route, with one Iranian parliamentarian mentioning fees of up to 2 million USD per vessel. Although some Iranian officials deny the existence of such a toll system, multiple ship movements suggest that controlled passage is taking place under Iranian oversight.
Tensions in the Persian Gulf continue to affect maritime operations
The security situation in the Persian Gulf remains highly unstable. According to the Royal Association of Netherlands Shipowners (KVNR), Dutch seafarers working in the region do not feel safe due to ongoing conflict and frequent drone and missile activity. Despite the risks, some vessels still transit the Strait of Hormuz. However, many shipping lines increasingly avoid this route or assess movements on a case‑by‑case basis. The Dutch government has stated that contributing to an international protection mission is currently too risky.
Impact for our customers
The ongoing instability in the region still has consequences for global supply chains, including:
- Disruptions to service reliability in Middle East trades
- Extended transit times due to diversions and schedule changes
- Increased insurance premiums (war risk)
Our Overseas team continues to monitor the situation closely and will proactively inform customers of any developments that may affect their logistics planning.
23-03-2026 - Source NT.nl / ANP
Damage to Shell’s LPG Facility in Qatar Affects Global Energy Flows
Shell has confirmed that repairs to its damaged LPG facility at Ras Laffan Industrial City in Qatar will take approximately one year. The site—part of the world’s largest LPG production complex—was hit by an Iranian rocket earlier this week, causing a fire at the Pearl GTL plant. The fire has been extinguished and all staff are safe.
Ras Laffan is Qatar’s primary gas production hub. According to sources cited by NT, Shell may be unable to meet certain LNG commitments to Asian customers due to force majeure following the attack. Qatar had already halted LNG production earlier this month as a result of escalating regional tensions.
This incident further tightens the global LPG/LNG supply landscape and increases uncertainty for supply chains that depend on stable gas flows from the Gulf region.
vulnerable populations.
20 March 2026 - Source NT.nl / ANP
KLM Extends Flight Suspension to Saudi Arabia and Dubai
KLM has extended its suspension of flights to Dubai (United Arab Emirates) and the Saudi Arabian cities of Riyadh and Dammam until 17 May 2026, citing ongoing instability in the Middle East. The suspension was initially scheduled to end on 28 March.
According to the airline, passenger and staff safety remains its top priority. Customers holding tickets for the affected period can rebook free of charge or request a full refund.
Both Saudi Arabia and Dubai are currently subject to an orange travel advisory, meaning travel is discouraged unless strictly necessary.
19 March 2026 - Source NOS
The Netherlands and Allies Seek Solution for Strait of Hormuz Disruption
The Netherlands, together with the United Kingdom, France, Germany, Italy and Japan, has expressed its willingness to contribute to a solution for the ongoing disruption in the Strait of Hormuz. Iran is currently blocking the strategic waterway, preventing oil tankers from passing and causing a sharp rise in global energy prices.
In a joint statement, the countries said they are prepared to help ensure safe passage through the strait, although no concrete measures have yet been specified. The coalition also indicated it will take steps to stabilise global energy markets, including discussions with selected oil‑producing countries about increasing production.
The countries have called on Iran to halt drone and missile attacks and to stop laying mines in the Strait of Hormuz, warning that the consequences of these actions are being felt worldwide, particularly by the most vulnerable populations.
19 March 2026 - Source NOS
War Impacts Asian Container Flows Less Severely Than Feared
While congestion was anticipated in South and Southeast Asian ports due to vessels diverting from ports in the Persian Gulf, the situation is already stabilising. Singapore experienced the most severe delays, peaking at around 3.5 days, but congestion there is easing. Other regional hubs have seen delays of less than one day.
Data from Norwegian analyst Xeneta confirms a similar picture. Singapore is currently classified as experiencing moderate congestion, as are Colombo and Port Klang, while Tanjung Pelepas remains at a low congestion level.
Linerlytica also notes that there is no shortage of vessel capacity or container facilities on the Asia–Europe or Transpacific trade lanes. As a result, planned freight rate increases by carriers are already being scaled back. Following the Chinese New Year slowdown, capacity deployment is recovering rapidly, particularly within the Ocean Alliance, which is operating with very few blank sailings.
Meanwhile, Chinese export activity remains strong. Industrial production rose by 6.3% year‑on‑year in the first two months of the year, with high‑tech output up 13.1%. Chinese ports handled 59 million containers in the first nine weeks of the year, representing a 12% increase compared to the same period last year.
19-03-2026 - Source NT.nl
Air Freight Spot Rates Jump 40–90% Following Gulf Conflict
Air freight spot rates increased sharply in the first full week of March (week 9) following the escalation of the conflict in the Gulf region, according to the latest market report by air cargo analyst WorldACD. Reported spot rate increases ranged from 40% to 90% on specific trade lanes, although the global average spot market rose by around 10% compared to the last week of February.
Compared to the same period last year, shippers relying on spot rates are paying approximately 13% more. Significant regional differences remain visible. While spot rates from Central and South America declined by 7%, rates from North America, Africa, Europe and Asia increased by less than 10%. In contrast, rates from the Middle East rose by an average of 28%, with shipments to Europe seeing increases of nearly 60%. Rates from the United Arab Emirates, including Dubai, climbed as much as 77%.
WorldACD attributes the sharp increases primarily to lost cargo capacity from major Middle Eastern carriers, including Emirates SkyCargo and Qatar Airways, combined with cargo re-routing and high fuel prices. The analyst notes that the Middle East has rapidly lost its role as a global air cargo hub, as shippers increasingly avoid the region, opt for longer routings, or use direct charter flights between Europe and the Far East, where volumes even increased in early March.
Contract air freight rates showed a much more moderate increase of around 3%. The combined average of contract and spot rates reached USD 2.40 per kilo, representing a 6% increase compared to late February levels.
19-03-2026 - Source NT.nl
Price of petrol now exceeds €2.50 per litre
Petrol prices continue to rise. In the Netherlands, a litre of petrol now costs more than €2.50. This is the national recommended retail price, according to consumer organisation UnitedConsumers. Prices may vary per petrol station.
At the beginning of this month, before the US‑Israeli airstrikes on Iran, the price of petrol was still around €2.20 per litre. Since the start of the year, prices have increased by approximately €0.40 per litre. The last time petrol prices exceeded €2.50 per litre was in June 2022, a few months after Russia invaded Ukraine.
Diesel prices rose sharply last week. For a short period, diesel — used by trucks and many vans — was even more expensive than petrol. Diesel prices have since eased slightly and are now around €2.48 per litre.
17-03-2026 - Source NOS.nl / Nu.nl
Threat of Bab el‑Mandeb Blockade Puts Further Pressure on Global Trade
Following the disruption of the Strait of Hormuz, pro‑Iranian Houthi rebels have threatened to also block the Bab el‑Mandeb Strait. This narrow but highly strategic shipping route between Yemen and East Africa is vital to global trade, with around 12% of worldwide maritime commerce and a significant share of Europe–Asia shipping passing through the area via the Suez Canal.
The Houthis, allies of Iran, have stated they may deny passage to vessels bound for Israeli or US ports. Even the threat of such a blockade is already increasing insurance costs, prompting rerouting via the Cape of Good Hope and further straining global supply chains, with potential economic repercussions extending to Europe and the Netherlands.
17-03-2026 - Source RTL.nl
Strategic Hub Port of Salalah - operations suspended
Operations at the Port of Salalah have been suspended until further notice after a drone-related incident damaged fuel storage tanks within the port area, according to updates from shipping and security sources.
Videos circulating online show large storage tanks engulfed in flames, with the container terminal visible in the foreground. A Maritime security firm stated that it remains unclear whether the tanks were directly targeted or damaged by falling debris from intercepted drones.
Our shipping agent confirmed that all terminal operations have been halted, citing a Port of Salalah customer advisory issued earlier today. The update, released at 17:00 GST, indicated that operations will remain paused until further notice.
Meanwhile, Maersk reported that activities at its terminal in Salalah have been temporarily paused, with personnel following evacuation protocols to ensure staff safety.
The terminal operated by APM Terminals serves as a key regional hub for both Maersk and its alliance partner Hapag-Lloyd under the Gemini Cooperation.
Given Salalah’s strategic role as a major transshipment hub in the Middle East, the suspension could have temporary ripple effects on regional container flows and vessel schedules if disruptions continue.
The situation remains developing, with further updates expected as authorities assess the damage and security conditions.
13-03-2026
Container Traffic Near the Strait
of Hormuz Remains Disrupted
Container shipping around the Strait of Hormuz continues to face significant disruption as security concerns and navigational uncertainty persist in the region. A growing number of container vessels remain unable to transit the strait, leading to congestion, disrupted sailing schedules and increased pressure on global container networks.
According to recent analysis (among others) Alphaliner, a substantial number of container ships are currently stranded west of the Strait of Hormuz, with vessel movements further complicated by widespread AIS (Automatic Identification System) signal disruptions and transponder shutdowns. Live vessel monitoring indicates that more than 130 container ships remain positioned west of the strait, with no confirmed container ship exits from the Persian Gulf recorded in recent days. This reflects a situation in which vessels are either waiting at anchorage, holding position offshore, or operating with limited visibility due to AIS interference.
Limited visibility complicates vessel counts
The actual number of affected vessels may be higher, as many ships are deliberately switching off AIS or are experiencing signal spoofing in the area. As a result, reported figures should be considered conservative estimates, representing only vessels that can be reliably tracked at a given moment.
Operational impact on container supply chains
The ongoing disruption is affecting container shipping rotations across multiple trade lanes connected to the Middle East. Delays in vessel movements are causing:
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extended transit times and schedule instability
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equipment imbalances and pressure on container availability
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knock‑on effects for downstream ports and hinterland connections
Several carriers have already adjusted services, paused bookings for selected Gulf destinations, or are routing vessels to alternative hubs until the security situation allows for safer passage.
Seacon monitoring and customer support
Seacon continues to closely monitor developments around the Strait of Hormuz using a combination of carrier advisories, maritime intelligence and independent vessel tracking sources. Customers with cargo exposed to the Middle East region are encouraged to contact their Seacon representative to discuss alternative routings, planning scenarios and risk‑mitigation options as the situation evolves.
12-03-2026 - Source Alphaliner
United States Releases 172 Million Barrels from Strategic Oil Reserves
The United States will release 172 million barrels of oil from its Strategic Petroleum Reserve in an effort to curb high energy prices. This was announced by U.S. Secretary of Energy Wright. The release is scheduled to begin next week and will take place over a period of approximately 120 days.
It was announced yesterday that the Netherlands and 31 other countries will jointly release 400 million barrels of oil from their reserves. The 172 million barrels released by the United States form part of this coordinated international action.
12-03-2026 - Source NOS.nl
G7 Countries Explore Naval Escort for the Strait of Hormuz
The G7 countries are exploring the possibility of deploying naval vessels to escort oil tankers and cargo ships through the Strait of Hormuz. Iran has declared the strait closed and, since the start of the conflict with Israel and the United States, has repeatedly targeted commercial vessels. This has contributed to sharp increases in global energy prices.
The G7 consists of the United States, Canada, Japan, Italy, Germany, France, the United Kingdom, and the European Union. The group has established a working group to further assess the proposal. According to French President Emmanuel Macron, who chaired the virtual G7 meeting, it may take several weeks before a concrete plan is presented.
Macron stated that the working group is examining how vessels could be escorted “under the right security conditions”, adding that such conditions are currently not in place. The G7 is also considering cooperation with shipping lines, logistics companies, and insurers as part of the initiative.
The Strait of Hormuz is critical to global energy supply, with approximately one‑fifth of the world’s oil and LNG volumes transported through the passage. Under normal circumstances, around 140 oil tankers transit the strait daily, but current traffic has dropped to minimal levels.
12-03-2026 - Source NOS.nl
Energy Markets: What Is Happening with the fuel (diesel) Now
The recent disruption around the Strait of Hormuz — a critical maritime corridor through which roughly 20% of global oil and LNG flows traditionally move — has significantly reduced throughput. The slowdown or temporary halt of these volumes has triggered sharp and volatile movements in global energy prices, particularly crude oil, LNG, and refined products such as diesel and marine fuels. Multiple publicly available analyses indicate that this volatility is directly linked to constrained vessel movements in the region and the uncertainty surrounding the duration of the disruption.
Why diesel reacts faster than other fuels
Global diesel markets were already tight, partly due to refining constraints and earlier supply interruptions. The current situation around Hormuz affects both the supply of suitable crude grades and the export availability of diesel and other distillates. As a result, diesel prices tend to rise more quickly and more sharply than gasoline or crude benchmarks, with wholesale hubs such as ARA and Singapore reflecting the strongest increases.
Impact on the fuel surcharge
In The Netherlands, many transport operators apply a fuel clause linked to the TLN fuel index. When fuel markets move rapidly, the surcharge is adjusted weekly — sometimes more frequently during exceptional market conditions — to ensure that cost changes are passed on transparently and proportionally. Several weekly publications from Dutch operators illustrate how surcharge percentages have risen in recent weeks, reflecting the sharp upward movement in diesel prices.
In summary
As long as global energy markets remain volatile due to instability around the Strait of Hormuz, the diesel surcharge is expected to fluctuate on a week‑to‑week basis. Once markets stabilise, the surcharge typically normalises, although with a short delay as price changes ripple through the supply chain.
Questions or need help?
Contact your Seacon contact or email sales@seaconlogistics.com for the most up-to-date options for your shipments.
11-03-2026
Temporary fuel surcharges and operational adjustments
Global context
Amid ongoing Middle East developments and recent volatility in global fuel markets, several major container carriers are introducing Emergency Fuel Surcharge (EFS) mechanisms and adjusting network operations (e.g., reroutings, safe‑port calls, booking restrictions on selected corridors). These measures are intended to safeguard operations and maintain service continuity during a period of elevated bunker and operating costs. For shippers, this can translate into changes in tariff components, modified schedules or routings, and potential lead‑time variation depending on trade and service.
Verification: Multiple carrier advisories confirm the introduction of EFS and/or related surcharges and operational measures during March 2026. For example, CMA CGM has issued an advisory launching an Emergency Fuel Surcharge in mid‑March; other leading lines have concurrently implemented emergency/contingency surcharges or paused bookings on selected Middle East corridors.
What does this mean for shippers?
Expect adjustments in transit times, possible changes of discharge port, and additional operational steps (local recovery/rescheduling). Seacon continuously monitors carrier advisories and port statuses and helps you directly with scenario planning (rerouting, alternative hubs/modalities) and limiting disruptions in your chain.
How Seacon supports you
Seacon monitors these advisories daily and coordinates with carriers to secure capacity, viable routings and clear cost visibility. If you have cargo to or via impacted corridors, contact your Seacon team or sales@seaconlogistics.com for the latest options and tailored planning (including alternative hubs and modal scenarios).
10-03-2026 - Source CMA CGM
Oil market update - Influence of geopolitical messaging
Oil prices fell after it was suggested overnight from the United States that the conflict in the Middle East may end more quickly. Immediately after these statements about a "quick end" to the military confrontation, oil prices fell noticeably in international markets.
Moreover, during the same press statement, it was indicated that certain U.S. oil sanctions may be temporarily relaxed to allow for additional oil supply. Although no specific countries were mentioned here, the statements contributed to an immediate market movement in which prices were briefly put under pressure.
Seacon follows these developments closely and provides a generic picture of the situation based on various public sources where possible.
10-03-2026
Adjusted sea freight operations in and around the Gulf region
In response to the exceptional security situation in the Middle East, MSC has declared an End of Voyage for shipments destined for ports in the Arabian/Persian Gulf. It has been announced that ongoing traffic will be diverted to a next safe port of discharge, where the cargo will be unloaded and made available for local handling/repair. MSC refers to the contractual conditions (including clause "Special Circumstances") in its Sea Waybill/Bill of Lading.
General picture among other shipping lines :
Several major carriers have temporarily implemented booking stops, capacity restrictions and route adjustments for (parts of) the Gulf region; shipments are diverted and/or unloaded in alternative safe ports where necessary. In addition, we see the introduction of temporary surcharges (e.g. 'war risk'/'emergency'), or the pausing of specific cargo types and certain corridors. These measures change frequently, depending on the security situation and local terminal conditions.
What does this mean for shippers?
Expect adjustments in transit times, possible changes of discharge port, and additional operational steps (local recovery/rescheduling). Seacon continuously monitors carrier advisories and port statuses and helps you directly with scenario planning (rerouting, alternative hubs/modalities) and limiting disruptions in your chain.
Questions or need help?
Contact your Seacon contact or email sales@seaconlogistics.com for the most up-to-date options for your shipments.
10-03-2026 - Source MSC
Air Freight - Middle East situation
The situation in the Middle East continues to significantly affect the global air freight market. Due to airspace restrictions and disruptions in the Gulf region, several strategic transit hubs have temporarily adjusted or shut down their cargo operations. This leads to a noticeable drop in international air cargo capacity and puts pressure on networks and rates.
According to general market trends, global air cargo capacity has declined recently, with the impact on the Asia-Europe corridor being the greatest due to the elimination of key transfer points in the region. This is causing longer transit times, adjustments in routings and further upward pressure on rates, partly due to rising operating costs and fuel prices.
Impact
- Longer transit times: Rerouting of closed or high-risk airspace results in additional flight time on certain routes.
- Alternative routings: Airlines are more likely to use direct Asia-Europe flights or alternative hubs in South Asia, Southeast Asia and Europe.
- Rising freight rates: Limited capacity and higher costs within airline networks are leading to fare increases in several corridors.
Despite the challenges in the region, we can continue to organize your air cargo shipments as usual. Our teams actively use alternative routings that avoid closed Gulf hubs, allowing shipments to move through with as little disruption as possible. Thanks to strategic partnerships with carriers unaffected by current restrictions, we remain able to offer reliable capacity and transit times.
To best manage potential cost increases and capacity pressures, we recommend booking scheduled shipments early.
09-03-2026
China - europe rail corridor capacity under pressure
Due to ongoing disruptions in global sea freight - including the Red Sea situation and shifting volumes to alternative modes - we see clear pressure on the China-Europe rail corridor. Market information and signals from our partners show that trains from the Far East towards Duisburg are already becoming largely full in the short term.
We advise customers with shipments via rail to reserve capacity in good time. Please contact your regular Seacon contact person for current availability and alternative solution options.
09-03-2026
Middle East continues to impact global air freight rates
The ongoing situation in the Middle East continues to impact air cargo rates worldwide. With fewer airlines currently operating cargo flights, demand for available cargo space among the remaining carriers has increased significantly, leading to rising rates. Expected fuel shortages are also putting additional pressure on overall costs.
This upward trend is expected to continue for the foreseeable future. To better manage potential cost increases, we recommend that customers book scheduled shipments as early as possible. Booking capacity early increases the likelihood of more favorable rates as market conditions develop.
We will continue to monitor the situation closely and keep you informed as soon as there are new developments.
05-03-2026
Adjustments in sailing schedules and handling towards Arabian Gulf
Due to recent developments in the Middle East, several shipping companies are adjusting their operations. This may include diverting ships, designating alternative (safe) ports of discharge, and terminating a sailing earlier (End of Voyage) for shipments destined for ports in the Arabian Gulf. These measures may also apply to already released empty containers destined for export to the region.
What could this mean for you?
- Changes in discharge ports and routes, with potential impact on transit times and onward transportation.
- Additional operational actions at the discharge port (e.g. handling, temporary storage, local recovery).
- Rescheduling or rebooking when you want the shipment forwarded to an alternative final destination.
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Possible adjustments in costs depending on shipping company measures, local handling and detour.
Seacon continuously monitors this situation and proactively coordinates with involved parties to limit the impact on your supply chain. As logistics chain director and knowledge partner, we ensure clarity about the implications for your shipments, coordination of follow-up steps, and timely communication of relevant changes.
Do you have shipments to or via the Arabian Gulf?
We recommend contacting us as early as possible for customized advice and planning, so that together we can secure the most secure and efficient solution.
05-03-2026
Strait of Hormuz
Tensions around the Strait of Hormuz are increasing the risk to maritime cargo traffic to and from the Persian Gulf. Insurers are increasingly limiting their coverage, while security threats are leading to extra caution in shipping. In practice, this results in detour, designation of alternative (safe) ports of discharge and early termination of voyages(End of Voyage) towards destinations in the Gulf region. For shippers, this means potential changes in unloading locations, longer transit times, additional operational actions (handling, temporary storage, local recovery) and the need to reschedule follow-up transport (road/rail/feeder).
In addition, dozens of ships are idle in the Persian Gulf because they dare not cross the Strait of Hormuz for safety reasons. Many shipping companies are avoiding the strait entirely or limiting their services. In some cases, shipments are temporarily suspended; in others, surcharges or adjusted conditions are applied to cover risks and operational detour.
Current market approach by shipping lines & implications
Shipping companies invoke Bill of Lading provisions (incl. force majeure) in these exceptional circumstances and temporarily adjust their booking policies and rate structure. Consider (temporary) booking stops, capacity restrictions, alternative routings and generic surcharges to cover detour and operational risks-where costs and conditions may vary by service and time. For shippers, early coordination is essential: reserve capacity early, consider scenarios for alternative ports and modalities, and secure contractual and operational clarity on a per-shipment basis to reduce time and cost surprises.
05-03-2026
BOOKING FREEZE ON SPECIFIC SAILINGS - EXPORTS TO THE USA
Due to ongoing capacity constraints and temporary scaling back of sailings on the Transatlantic corridor, several services are currently facing (temporary) booking stops and fully booked sailings to the United States in the coming weeks (March). This situation creates additional pressure on space availability, equipment and transit times.
Seacon is actively managing the best possible options and will keep you informed of any impact on transit times and rates. For shipments to the US, we strongly recommend timely coordination to avoid unexpected delays.
02-03-2026
Peak Season Surcharges
Ahead of the new quarter, we see several shipping lines announcing (temporary) Peak Season Surcharges on deep sea corridors with high demand from Europe to the United States. The introduction and start dates vary by service.
Seacon is closely monitoring these developments in the coming weeks and will proactively inform you of which surcharges actually apply, including updates in our rate communications.
02-03-2026
Disclaimer - Operational updates
Seacon periodically publishes operational updates as an additional service for customers seeking a generic view of market conditions. This information is compiled from various publicly available sources and market insights that we consider reliable. Given the dynamic and complex nature of disruptions, information may be incomplete, not current, or different from your specific supply chain.
For the most up-to-date status of your shipments, capacity options and routing: contact your regular Seacon contact or sales@seaconlogistics.com.