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Day: March 26, 2026

west coast ports

North American container traffic declines in February despite mixed port performance

Strait of Hormuz disruption illustration showing container ships facing bunker fuel shortages, rising prices and supply delays impacting global shipping

Bunker fuel risks emerge as Gulf disruption threatens global shipping

Map of container ship traffic in the Gulf showing vessel positions across the Arabian Gulf and near the Strait of Hormuz during the Gulf conflict.

Strait of Hormuz cargo bookings resume for Gulf states

Chart showing average core EBIT margin by quarter for major container carriers, with margins falling to 5.3% in Q4 2025.

Container shipping remains in financial supercycle despite margin fall

Container ship fleet idle capacity evolution chart showing idle vessels, TEU capacity, vessel size segments, and carrier versus non-operating owner breakdown through early 2026.

Gulf conflict ties up tonnage, keeps idling low

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