Operational update
Middle East
This page is updated as new information becomes available. The rolling update log at the bottom contains the most recent entries.
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Operational update
This page is updated as new information becomes available. The rolling update log at the bottom contains the most recent entries.
Following the military escalation between the US, Israel, and Iran on 28 February–1 March 2026, transport operations across the Middle East have been significantly disrupted. The situation remains dynamic. This page will be updated as new information becomes available.
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The early-June truce has collapsed into the sharpest escalation of the crisis to date. Overnight from 10 to 11 June, the US launched a second consecutive day of airstrikes across multiple Iranian cities, and Iran responded with strikes on Bahrain, Kuwait and Jordan. The 60-day MOU framework that looked close to signing in late May is now effectively suspended.
Most consequential for shipping: the IRGC has declared the Strait of Hormuz “closed until further notice” and warned that all traffic in the waterway — including oil tankers and commercial vessels — would be fired upon. This is the most explicit closure declaration since the crisis began and removes any near-term prospect of the limited case-by-case transits seen earlier in the year.
Operationally the strait is at a standstill. As of 10 June only 2 vessels transited against a pre-crisis baseline of approximately 94 per day, with around 265 vessels anchored or stopped in the broader Gulf. Iran’s overnight strikes on Bahrain, Kuwait and Jordan caused only minor reported damage from intercepted-drone shrapnel, with no direct seaport operational impact — but the security risk across the upper Gulf is now materially higher.
On energy, prices had been easing but the escalation has reversed sentiment. Brent had fallen to around $92 per barrel on 10 June; following the strikes and Iran’s overnight response, oil moved higher and equity futures dropped sharply. Fuel and war-risk surcharges across all transport modes remain elevated, with renewed upward pressure likely if the escalation continues.
Cape of Good Hope routing remains the operational baseline for all Asia–Europe container services.
Last updated: 11 June 2026, 16:00
Last updated: 01 June 2026, 16:30