Future Transport and Logistics brief week 41 2026

Opublikowano: 2026-10-10

Kinetic escalation in the Strait of Hormuz has functionally blocked normal traffic, threatening 25% of global seaborne oil and up to 35% of global urea exports. To sustain exports, energy operators are resorting to the Saudi East-West pipeline, risk-laden ship-to-ship transfers off Oman, and an expanding "Ghost Armada" of 50+ sanctioned tankers operating via dark operations and flag-hopping.Air freight capacity is tightening aggressively, with the Baltic Air Freight Index surging 25.5% YoY and London Heathrow outbound jumping 28.2% in a single week. Demand is propelled by price-inelastic movements of AI data center hardware out of Asia and ocean network spillover, compounded by aviation fuel...