Bertling Group: Ocean Freight Market Report - February 2026 (11 March 2026)
Executive Summary
The war involving Iran has rapidly escalated into a shipping market shock centered on the Strait of Hormuz, with immediate spillover into global container networks through capacity dislocation, insurance constraints, and energy-price volatility. Reuters reports ~150 ships stranded near Hormuz amid attacks and threats of further strikes, while major insurers have cancelled war risk cover effective 5 March, driving war-risk premiums sharply higher (reported jump from 0.2% to 1% of vessel value in ~48 hours).
Energy shipping is the first-order transmission channel: VLCC and LNG freight rates have surged to record/high levels (Reuters cites TD3 MEG–China VLCC earnings ~$423,736/day; Spark data shows LNG spot rates +40%+ day-on-day).
For container shipping, Reuters cites ~100 containerships (~10% of the global fleet) caught in Hormuz congestion, with carriers pausing Middle East bookings. The key near-term implication is higher volatility and worse reliability, even if headline container spot indices were already softening into late February.
https://www.bertling.com/news-pool/market/ocean-freight-market-report-february-2026/

Bertling Group: Air Freight Market Report – February 2026 (11 March 2026)
A sharp Middle East escalation is now a near-term volatility trigger for both ocean and air networks, via (1) Hormuz shipping disruption and insurance withdrawal, and (2) airspace closures/flight suspensions that remove belly and freighter capacity and force re-routings.
Net effect: higher disruption risk, tighter uplift on affected corridors, and faster spot-rate repricing - especially Asia–Europe and lanes relying on Gulf hubs.
Middle East escalation becomes a macro logistics shock variable
• Strait of Hormuz disruption: Reuters reports shipping through Hormuz ground toward a halt with vessels damaged/stranded and ~150 ships anchored, while war-risk coverage is being cancelled effective 5 March, sharply raising costs and uncertainty.
• Container network knock-on: Reuters also reports ~100 container ships (~10% of global container fleet) caught in Hormuz backups, with carriers suspending some Middle East bookings - raising the probability of inventory delays and emergency mode shifts.
• Air-freight implication (high level): increased probability of sea→air conversion for urgent SKUs and project-critical parts, plus cost volatility (fuel/insurance risk premia).
https://www.bertling.com/news-pool/market/air-freight-market-report-february-2026/

Stichwörter: Pressemitteilungen zum Ocean Freight und Air Freight Market Report – February 2026, shipping disruption, Strait of Hormuz, war-risk insurance, container congestion, capacity dislocation, bunker price volatility, carrier surcharges, schedule reliability, equipment imbalance, global trade impact, tanker rate surge, multi‑chokepoint stress, air freight market, Middle East disruption, Hormuz congestion, airspace closures, capacity shortage, spot rate volatility, Asia–Europe lanes, logistics risk

Kategorie(n): Märkte & Konjunktur