How the Iran conflict clouds ocean cargo

2026-03-11

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Less than three months into 2026, the ocean cargo outlook for the year has been thrown a major curveball with the U.S. and Israeli actions against Iran.Xeneta Chief Analyst Peter Sand returns to The Intermodal Logistics Podcast to go over both what was expected and what's changed in the ocean freight space now and for the next several months because of the Iranian situation.We go over the status of the Suez Canal and Red Sea shipping route, the Strait of Hormuz and oil, what adjustments carriers...

Less than three months into 2026, the ocean cargo outlook for the year has been thrown a major curveball with the U.S. and Israeli actions against Iran.

Xeneta Chief Analyst Peter Sand returns to The Intermodal Logistics Podcast to go over both what was expected and what's changed in the ocean freight space now and for the next several months because of the Iranian situation.

We go over the status of the Suez Canal and Red Sea shipping route, the Strait of Hormuz and oil, what adjustments carriers are making and the overall ocean rate picture.

Plus, we discuss Xeneta's 2026 Ocean Outlook (released a few months back), which expected a bit of a shipper's market, how U.S. (and China) tariffs were projected to impact behavior, how the Supreme Court's IEEPA ruling may make its own mark, and some sage advice for shipper and carrier relations during turbulent (and not so turbulent) times.

To learn more about Xeneta and see the outlook for yourself, visit www.xeneta.com, where Peter also offers regular industry updates via Xeneta's blog.

Subscribe or follow now to catch new episodes as soon as they're out, and please do rate and review us. Have a question? Contact us at podcast@inteklogistics.com. And visit our website, www.inteklogistics.com to learn more.

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