Despite President Trump's pledges to guarantee free passage through the Persian Gulf via insurance backstops and potential naval escorts, the shipping industry considers these measures only a partial solution to a crisis of historic proportions. Logistics operators should maintain contingency routing plans around the Strait of Hormuz and anticipate continued elevated war risk insurance premiums. Operational uncertainty remains high, requiring active contract and schedule monitoring.
Rate Direction
Volatile
Time Horizon
weeks
Confidence
62%
Routes Affected
Strait of Hormuz / Persian Gulf / Indian Ocean / Cape of Good Hope
Ports / Terminals
Jebel Ali / Bandar Abbas / Fujairah / Salalah
Carriers
MSC / Maersk / CMA CGM / Hapag-Lloyd / Evergreen / COSCO
Source
https://gcaptain.com/trumps-hormuz-assurances-only-a-partial-fix-shippers-say/published 04 Mar 2026, 11:57 UTC