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Geopolitical disruptions at the Strait of Hormuz disproportionately impact air freight and energy markets, with air freight prices doubling due to the loss of Middle Eastern carrier capacity. Container shipping faces rerouting costs and storage penalties as vessels divert around Africa or drop cargo at random ports.

Impact: Companies relying on air freight or Middle Eastern energy imports face immediate margin compression and supply shortages. Diversifying logistics modes and securing energy contracts are critical to mitigate volatility.

— from Navigating Trade Chaos, Tariff Refunds, and AI in Logistics · Masters of Scale· Mar 24, 2026