25 March 2026 — CSA Update
The situation in the Strait of Hormuz remains one of the most significant disruptions to global trade in decades. What began as a full suspension of commercial transits following the outbreak of the US-Israel conflict with Iran on 28 February has evolved into something more complex, and in many ways more difficult to navigate.
Iran has shifted from blanket closure to a selective transit model. Access is no longer governed by commercial right, but by geopolitical alignment, cargo type, and case-by-case approval from the IRGC. Traffic through the Strait has fallen by approximately 95% compared to pre-crisis levels. Vessels flagged to China, India, and Pakistan have managed selective passage. Western-linked commercial shipping has effectively withdrawn. An estimated 280+ bulk carriers remain stranded inside the Gulf. A potential closure of one to six months is being assessed by US defense intelligence.
The implications for Arabian Gulf ports – delays, rerouting, schedule changes, and surging war-risk insurance premiums – are real and ongoing.
Since the conflict was announced, logistics teams globally have been managing the operational consequences of this escalation. Stable routes are being reassessed. Carriers are pulling capacity. The gap between what was planned and what is now possible is widening daily. This is not a temporary disruption to be monitored from a distance, but a daily operational reality demanding active response.
From the outset, CSA teams have been working directly alongside affected customers to keep cargo moving. Our response has included:
In parallel, we are monitoring all developments continuously through Cargoo, which gives our teams live visibility into vessel positions, route conditions, and shipment status — enabling us to act on changes as they happen, not after the fact.
If you have shipments currently in transit through or to the Arabian Gulf, or planned shipments to or from the region, the situation warrants active management. A well-timed conversation can make a material difference to the outcome.
Reach out to your usual CSA contact. We will assess your specific exposure and provide guidance tailored to your shipments and trade lanes.
We will continue to share updates as the situation develops.