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中东供应链动态

The situation in the Persian Gulf remains fluid, and this page will be updated as new developments occur.

5 May 2026

近期针对伊朗的军事行动正扰乱全球供应链，影响中东空域及波斯湾全境的关键贸易航线，包括霍尔木兹海峡和苏伊士运河。

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主要影响

Last updated May 5^th, 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.
海事风险保险 价格正大幅上涨
油轮价格 正变得高得离谱
时间表变动性： 新预订、出发日期、抵达时间或停靠港口的变更。

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.
原计划通过苏伊士运河的货轮将改道绕行非洲好望角。
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.