Logistics Trade Routes Turn Hostile

Marco Sorgetti’s special report examines how the sudden Middle East conflict upended global transport: ports and airports closed, the Strait of Hormuz and Red Sea disrupted, roughly 10% of the container fleet stuck, air cargo capacity slashed and emergency surcharges and reroutes sending rates and transit times soaring.

Facing fuel spikes, longer voyages around the Cape, hub neutralisation and supply shortages, shippers are scrambling for alternatives—diversified routes, land corridors, local partners, inventory buffers and AI-driven risk tools—while the industry braces for sustained volatility and higher costs.