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The situation in the Persian Gulf remains fluid, and this page will be updated as new developments occur.
5 May 2026
Các hành động quân sự gần đây chống lại Iran đang làm gián đoạn chuỗi cung ứng toàn cầu, ảnh hưởng đến không phận Trung Đông và các tuyến thương mại quan trọng trên khắp vùng Vịnh Ba Tư, bao gồm eo biển Hormuz và kênh đào Suez .
OIA luôn sẵn sàng hỗ trợ: hãy liên hệ với chi nhánh hoặc quản lý tài khoản địa phương của bạn để tìm ra giải pháp.
Tác động chính
Last updated May 5th, 2026
- The Strait of Hormuz is largely shut down, with many ships turning around or re-routing.
- Amidst a ceasefire, Iran declared the waterway open and some shipping resumed, but the situation quickly deteriorated and returned to its previous state.
- The U.S. is now helping “guide” stranded ships to safety.
- Airline operations remain seriously impacted across the Middle East and Indian Subcontinent.
- Jet fuel costs, not demand, are now the primary driver of air freight pricing.
- Ocean freight rates to and from the Middle East, Gulf Region, and Indian Subcontinent continue to rise rapidly.
- Giá bảo hiểm rủi ro hàng hải đang tăng đáng kể.
- Giá thuê tàu chở dầu đang trở nên quá cao.
- Tính biến động của lịch trình: những thay đổi đối với các đặt chỗ mới, ngày khởi hành, giờ đến hoặc các cảng ghé thăm.
Air Freight Information
Jet Fuel Crisis
Jet fuel rose 106.6% year-over-year (YoY), reaching its highest level in more than 23 years. This has pushed cargo yields up, creating an inflationary pricing environment. Fuel costs—not demand—are now the primary driver of freight pricing.
- For carriers: margin protection through surcharges. The world’s 20 largest airlines are cancelling flights, reducing global capacity overall.
- For shippers: higher costs and volatility even in a soft market environment.
- Consumers will be forced to absorb the extra costs of jet fuel through new fees for bags, seats, etc.
Asia
Asian governments are taking defensive measures to prevent fuel shortages—subsidies, export curbs, and work-from-home mandates, etc.—but these are largely short-term solutions that won’t prevent deeper trouble long term. Most of the liquefied natural gas (LNG) that normally passes through the Strait of Hormuz goes to Asia, making the region uniquely dependent.
- Asia relies on the Middle East for about 60% of its total crude oil imports, while about 55% of India’s oil comes from the region.
- Before the conflict, China bought about 11% of its crude from Iran.
Europe
Fatih Birol, Head of the International Energy Agency, estimates that Europe has six weeks of jet fuel remaining.
“We are moving from a crisis that has so far been primarily a crisis of too high prices. Now, we’re moving towards a crisis of supply. This we will see first and primarily on jet fuels. We are approaching this very rapidly.” – Dan Jørgensen, Energy Commissioner of the EU. Jørgensen said the measures could include “possible sharing and redistribution of jet fuels across member states”.
Airspace restrictions remain in place for these countries:
Bahrain, Iran, Iraq, Israel, Kuwait, Lebanon, & Syria.
- Airlines from some neighboring countries are flying (EgyptAir, Oman Air, etc.)
Airspace is now open in the United Arab Emirates (UAE) and Qatar
Fuel Surcharges: Carriers are implementing 20-40% increases to compensate for increased costs.
Airlines continue to serve Asia-Europe routes via restricted airspace; however, capacity and rates are being affected. Capacity remains available from Asian-flagged carriers who have rights to fly over Russian Airspace and CIS carriers (Silkway, etc.)
Ocean Freight Information
- The Eid holidays will have a regional impact on demand levels for 1-2 weeks and may impact capacity and rates.
- Many leading ocean carriers have paused sailing through the Strait of Hormuz due to security concerns. Vessels have rerouted and turned around.
- Các tàu chở hàng dự định đi qua kênh đào Suez sẽ chuyển sang đi vòng qua Mũi Hảo Vọng của châu Phi.
- Rate levels to and from the Middle East, Gulf Region, and Indian Subcontinent continue to rise rapidly.
- The United States has established a maritime warning zone in the Persian Gulf, Gulf of Oman, North Arabian Sea, and the Strait of Hormuz, effectively halting shipping.
Surcharges
- Many General Rate Increases (GRIs) and Peak Season Surcharges (PSS) on primary trade lanes (i.e., Transpacific Eastbound) have not held into the second half of March.
- Carriers and co-loaders are starting to announce their war surcharges on trade routes in the affected area.
- Most carriers are expected to implement emergency fuel surcharges in April. The exact amounts and dates are still being reviewed.
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