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<Research>M Stanley: Middle East Conflict Reignites Short-term Disruption Risks for Container Shipping
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Before the outbreak of the Middle East conflict, around 3% of container trade was transported through the Strait of Hormuz, and 1.4% of global container capacity is currently trapped in the Persian Gulf, Morgan Stanley's report said. Since the disruption in transportation, global freight rates have also risen by 37%, an increase considered moderate. The report highlighted that the Middle East conflict has reintroduced short-term disruption risks for container shipping. The market tightening in 2026 exceeds Morgan Stanley's expectations, but the supply-demand model shows that this is unlikely to offset the structural excess capacity. Without stronger demand, past events have shown that the increase in freight rates will be temporary. AAStocks Financial News |
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