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Author: David Callanan

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

Jones Act waiver impact on tanker shipping and US energy transport at sea

Jones Act waiver sparks industry and labor backlash as market impact questioned

Line chart titled “Alphaliner Charter Rates per Vessel Segment” showing charter rates for container vessels from 1,000 to 8,500 TEU between 2018 and 2026, with rates peaking in 2021–2022, dropping in 2023, and remaining firm into 2025–2026.

Container market remains strong despite Middle East disruption risks

Table showing the top 30 container ports in 2025, with 2024 rankings in brackets, led by Shanghai, Singapore, and Ningbo-Zhoushan, alongside throughput, year-on-year growth, 2019 volumes, and growth versus 2019.

Transhipment hubs drive growth in global port volumes in 2025

MABUX bunker fuel price index showing weekly changes in global bunker prices

Global bunker prices surge as Middle East tensions disrupt fuel markets

Intra-Europe shipping capacity share by container carriers

Intra-Europe shipping: Maersk records highest capacity growth

AIS disruption affecting container ships near the Strait of Hormuz

Container ships stranded near Strait of Hormuz as AIS disruptions surge

Container ships operating in the Persian Gulf near major Middle Eastern ports

Middle East container shipping disrupted as 138 container ships trapped in the Gulf

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