CONGESTION PROPAGATION MODEL

How Hormuz disruption cascades through global ports. Expected lag based on shipping transit times. Scores from AIS vessel density monitoring.
  HORMUZ BLOCKADE — CASCADE PROPAGATION MODEL
  ─────────────────────────────────────────────

  Expected disruption propagation timeline:

  DAY 0                                              DAY 16
  ╠════════════════════════════════════════════════════════════╣
  ║├── D+ 0  Bandar Abbas, Bushehr, Doha (Hamad Port), Fujairah, Jebel Ali (▼-11)
  ║    ├── D+ 1  Basra / Umm Qasr, Dammam / King Abdulaziz (△+4)
  ║        ├── D+ 2  Djibouti, Salalah (▼-29)
  ║           ├── D+ 3  Colombo, Jeddah Islamic Port, JNPT (Nhava Sheva) (▼-21)
  ║               ├── D+ 4  Port Said (▼-27)
  ║                   ├── D+ 5  Port Klang, Piraeus, Singapore, Tanjung Pelepas (▼-33)
  ║                       ├── D+ 6  Algeciras, Barcelona, Gioia Tauro, Ho Chi Minh (Cat Lai), Laem Chabang, Port Louis (▼-34)
  ║                          ├── D+ 7  Busan, Kaohsiung (▼-41)
  ║                              ├── D+ 8  Durban, Shanghai / Yangshan (▼-39)
  ║                                      ├── D+10  Antwerp, Felixstowe, Rotterdam (▼-43)
  ║                                         ├── D+11  Bremerhaven, Hamburg (▼-47)
  ║                                             ├── D+12  Gdańsk, Gdynia (▼-62)
  ║                                                 ├── D+13  Szczecin (▼-70)
  ║                                                     ├── D+14  New York / New Jersey, Savannah (▼-34)
  ║                                                        ├── D+15  Houston (▽-4)
  ║                                                            └── D+16  Santos (▼-80)

  GULF TRAPPED VESSELS
  ──────────────────────────────────────────
  03-08  ███████░░░░░░░░░░░░░░░░░░░░░░░   66 vessels (6T) avg 0.2d stuck
  03-09  ██████████░░░░░░░░░░░░░░░░░░░░   99 vessels (22T) avg 0.8d stuck
  03-10  ███░░░░░░░░░░░░░░░░░░░░░░░░░░░   32 vessels (5T) avg 1.6d stuck
  03-11  ██████████░░░░░░░░░░░░░░░░░░░░   96 vessels (20T) avg 1.4d stuck
  03-12  █████████░░░░░░░░░░░░░░░░░░░░░   86 vessels (11T) avg 1.8d stuck
  03-13  ███████░░░░░░░░░░░░░░░░░░░░░░░   74 vessels (12T) avg 2.6d stuck
  03-14  █████░░░░░░░░░░░░░░░░░░░░░░░░░   46 vessels (4T) avg 2.8d stuck
  03-15  ████████████░░░░░░░░░░░░░░░░░░  120 vessels (22T) avg 1.8d stuck
  03-16  ██████████████░░░░░░░░░░░░░░░░  136 vessels (18T) avg 1.8d stuck
  03-17  █████████████░░░░░░░░░░░░░░░░░  129 vessels (11T) avg 2.4d stuck
  03-18  ████████████░░░░░░░░░░░░░░░░░░  120 vessels (13T) avg 2.8d stuck
  03-19  ███████████████░░░░░░░░░░░░░░░  146 vessels (22T) avg 3d stuck
  03-20  ███████████████████░░░░░░░░░░░  186 vessels (42T) avg 3.6d stuck
  03-21  ███████████░░░░░░░░░░░░░░░░░░░  105 vessels (11T) avg 5.4d stuck
  03-22  ████████░░░░░░░░░░░░░░░░░░░░░░   80 vessels (2T) avg 6.1d stuck
  03-23  █████░░░░░░░░░░░░░░░░░░░░░░░░░   47 vessels (1T) avg 8.2d stuck
  03-24  ███░░░░░░░░░░░░░░░░░░░░░░░░░░░   27 vessels (1T) avg 9.1d stuck
  03-25  ███████░░░░░░░░░░░░░░░░░░░░░░░   73 vessels (2T) avg 5d stuck
  03-26  ███████░░░░░░░░░░░░░░░░░░░░░░░   71 vessels (3T) avg 5.6d stuck
  03-27  ██████░░░░░░░░░░░░░░░░░░░░░░░░   61 vessels (2T) avg 6.4d stuck
  03-28  █████░░░░░░░░░░░░░░░░░░░░░░░░░   46 vessels (2T) avg 8.3d stuck
  03-29  ███░░░░░░░░░░░░░░░░░░░░░░░░░░░   30 vessels (1T) avg 10.2d stuck
  03-30  █░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   14 vessels (0T) avg 10.6d stuck
  03-31  ███████░░░░░░░░░░░░░░░░░░░░░░░   72 vessels (6T) avg 4.9d stuck
  04-01  ███░░░░░░░░░░░░░░░░░░░░░░░░░░░   28 vessels (1T) avg 7.2d stuck
  04-02  █░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   13 vessels (0T) avg 9.4d stuck
  04-03  ██░░░░░░░░░░░░░░░░░░░░░░░░░░░░   23 vessels (0T) avg 7.6d stuck
  04-04  █████░░░░░░░░░░░░░░░░░░░░░░░░░   49 vessels (1T) avg 6.1d stuck
  04-05  ██████░░░░░░░░░░░░░░░░░░░░░░░░   59 vessels (4T) avg 5.1d stuck
  04-06  ██████░░░░░░░░░░░░░░░░░░░░░░░░   63 vessels (2T) avg 6.4d stuck
  04-07  ███░░░░░░░░░░░░░░░░░░░░░░░░░░░   30 vessels (0T) avg 10.2d stuck
  04-08  ███░░░░░░░░░░░░░░░░░░░░░░░░░░░   33 vessels (1T) avg 9.3d stuck
  04-09  ██████████░░░░░░░░░░░░░░░░░░░░   97 vessels (9T) avg 5.8d stuck
  04-10  █░░░░░░░░░░░░░░░░░░░░░░░░░░░░░    8 vessels (1T) avg 4.9d stuck
  04-11  █░░░░░░░░░░░░░░░░░░░░░░░░░░░░░    6 vessels (1T) avg 5.6d stuck
  04-12  ████████████░░░░░░░░░░░░░░░░░░  119 vessels (18T) avg 1.1d stuck
  04-13  ██████░░░░░░░░░░░░░░░░░░░░░░░░   55 vessels (4T) avg 2.3d stuck
  04-18  ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░    1 vessels (0T) avg 0.1d stuck
  04-22  ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░    1 vessels (0T)
  04-23  ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░    1 vessels (0T) avg 0.1d stuck
  04-28  ██████████████████████████░░░░  255 vessels (58T) avg 0.2d stuck
  04-29  ███████████████████████████░░░  269 vessels (62T) avg 0.9d stuck
  04-30  ██████████████████████████████  299 vessels (76T) avg 1.7d stuck
  05-01  ██████████████████████████████  300 vessels (80T) avg 2.3d stuck

  PORT CONGESTION TRACKING
  ────────────────────────────────────────────────────────────────────
  Port                  Score  Bar                   Lag   Delta  Trend
  ────────────────────────────────────────────────────────────────────
  ── PERSIAN GULF ────────────────────────────────────────
  Bandar Abbas             0  ░░░░░░░░░░░░░░░░░░░░  D+ 0   ▼-37  ·····
  Bushehr                 34  ███████░░░░░░░░░░░░░  D+ 0   ▲+14  ░░░░░
  Doha (Hamad Port)        4  █░░░░░░░░░░░░░░░░░░░  D+ 0    ▼-7  ·░·▒·
  Fujairah                 2  ░░░░░░░░░░░░░░░░░░░░  D+ 0    ▼-7  ·····
  Jebel Ali               29  ██████░░░░░░░░░░░░░░  D+ 0   ▼-16  ··░··
  Basra / Umm Qasr        19  ████░░░░░░░░░░░░░░░░  D+ 1   ▲+19  ·····
  Dammam / King Abdulazi   0  ░░░░░░░░░░░░░░░░░░░░  D+ 1   ▼-11  ·····
  ── INDIAN OCEAN ────────────────────────────────────────
  Djibouti                29  ██████░░░░░░░░░░░░░░  D+ 2   ▼-62  ░░░░·
  Salalah                 37  ███████░░░░░░░░░░░░░  D+ 2    △+4  ░░░░░
  Colombo                 39  ████████░░░░░░░░░░░░  D+ 3    ▽-2  ░░░░░
  Jeddah Islamic Port     25  █████░░░░░░░░░░░░░░░  D+ 3   ▼-16  ░░░··
  JNPT (Nhava Sheva)      46  █████████░░░░░░░░░░░  D+ 3   ▼-45  ░░░░░
  Port Louis              13  ███░░░░░░░░░░░░░░░░░  D+ 6   ▼-78  ·····
  Durban                  34  ███████░░░░░░░░░░░░░  D+ 8    ▼-6  ··░░░
  ── MEDITERRANEAN ───────────────────────────────────────
  Port Said               16  ███░░░░░░░░░░░░░░░░░  D+ 4   ▼-27  ·····
  Piraeus                  8  ██░░░░░░░░░░░░░░░░░░  D+ 5   ▼-47  ·····
  Algeciras               35  ███████░░░░░░░░░░░░░  D+ 6   ▼-60  ░░░░░
  Barcelona               20  ████░░░░░░░░░░░░░░░░  D+ 6   ▼-13  ·····
  Gioia Tauro              0  ░░░░░░░░░░░░░░░░░░░░  D+ 6    ▽-4  ·····
  ── ASIA-PACIFIC ────────────────────────────────────────
  Port Klang              24  █████░░░░░░░░░░░░░░░  D+ 5   ▼-18  ░░░░·
  Singapore               27  █████░░░░░░░░░░░░░░░  D+ 5   ▼-51  ·····
  Tanjung Pelepas         23  █████░░░░░░░░░░░░░░░  D+ 5   ▼-18  ·░░░·
  Ho Chi Minh (Cat Lai)    0  ░░░░░░░░░░░░░░░░░░░░  D+ 6   ▼-41  ·····
  Laem Chabang            27  █████░░░░░░░░░░░░░░░  D+ 6   ▼-10  ░░·░·
  Busan                   15  ███░░░░░░░░░░░░░░░░░  D+ 7   ▼-76  ·░···
  Kaohsiung                0  ░░░░░░░░░░░░░░░░░░░░  D+ 7    ▼-6  ·····
  Shanghai / Yangshan     23  █████░░░░░░░░░░░░░░░  D+ 8   ▼-72  ·····
  ── NORTH EUROPE ────────────────────────────────────────
  Antwerp                 18  ████░░░░░░░░░░░░░░░░  D+10   ▼-42  ·····
  Felixstowe               2  ░░░░░░░░░░░░░░░░░░░░  D+10   ▼-36  ·····
  Rotterdam               15  ███░░░░░░░░░░░░░░░░░  D+10   ▼-52  ·····
  Bremerhaven             11  ██░░░░░░░░░░░░░░░░░░  D+11   ▼-48  ·····
  Hamburg                 11  ██░░░░░░░░░░░░░░░░░░  D+11   ▼-47  ·····
  Gdańsk                   9  ██░░░░░░░░░░░░░░░░░░  D+12   ▼-64  ·····
  Gdynia                   5  █░░░░░░░░░░░░░░░░░░░  D+12   ▼-61  ·····
  Szczecin                 8  ██░░░░░░░░░░░░░░░░░░  D+13   ▼-70  ·····
  ── AMERICAS ────────────────────────────────────────────
  New York / New Jersey   13  ███░░░░░░░░░░░░░░░░░  D+14   ▼-33  ·····
  Savannah                 6  █░░░░░░░░░░░░░░░░░░░  D+14   ▼-35  ·····
  Houston                  4  █░░░░░░░░░░░░░░░░░░░  D+15    ▽-4  ·····
  Santos                  11  ██░░░░░░░░░░░░░░░░░░  D+16   ▼-80  ·····
  ────────────────────────────────────────────────────────────────────
  Score: 0-100 (AIS vessel density). Delta: vs first recorded baseline.
  Lag: expected days for Hormuz disruption to affect port.
  Trend: ▓=congested ▒=busy ░=moderate ·=low (last 5 days)

  MARKET CORRELATION
  ──────────────────────────────────────────
  Date     Gulf   Rate $/FEU   Brent $/bbl   TTF €/MWh
  ───────  ─────  ──────────   ───────────   ─────────
  03-04       -        1899             -           -
  03-05       -        1922          84.4       50.08
  03-06       -        1958          86.8        50.6
  03-07       -        1958          92.7       53.39
  03-08      66        1958          95.1       53.39
  03-09      99        1958         101.5       56.18
  03-10      32        1958          88.9       50.38
  03-11      96        1958          87.6       48.95
  03-12      86        2002          94.4       50.41
  03-13      74        2123         100.2       50.45
  03-14      46        2123          99.8       50.61
  03-15     120        2123          99.4       50.48
  03-16     136        2123         100.7       50.84
  03-17     129        2123         102.9       51.38
  03-18     120        2123         103.3       52.62
  03-19     146        2148         105.8       60.12
  03-20     186        2172         105.1       60.45
  03-21     105        2172         106.4       59.26
  03-22      80        2172         106.3       59.26
  03-23      47        2172         104.4       60.51
  03-24      27        2172         102.4       56.04
  03-25      73        2172          98.3       52.67
  03-26      71        2193          99.8        53.1
  03-27      61        2279           104       55.07
  03-28      46        2279         105.3       54.18
  03-29      30        2279         105.3       54.18
  03-30      14        2279         107.8       54.59
  03-31      72        2279         106.3       52.12
  04-01      28        2279         102.7       48.59
  04-02      13        2279         108.1       49.23
  04-03      23           -           101       54.39
  04-04      49           -         109.1       55.86
  04-05      59           -         109.1       55.86
  04-06      63           -         109.2       55.86
  04-07      30           -         108.9       55.86
  04-08      33           -          95.1       55.86
  04-09      97        2309            97       55.86
  04-10       8        2309          96.1       55.86
  04-11       6        2309            95       55.86
  04-12     119        2309          95.2        52.8
  04-13      55        2309         101.2       45.02
  04-14       -        2309          96.9       44.59
  04-15       -        2309          95.5       43.11
  04-16       -        2309            97        42.5
  04-17       -           -          91.7       39.54
  04-18       1           -          90.5       38.79
  04-19       -           -          90.4       38.77
  04-20       -           -          93.6       39.27
  04-21       -           -          92.2       40.43
  04-22       1           -          97.7          42
  04-23       1           -         102.9       44.12
  04-24       -           -         101.3       45.08
  04-25       -           -          99.3        44.9
  04-26       -           -          99.1       44.84
  04-27       -           -         101.4       44.39
  04-28     255           -         103.9       44.75
  04-29     269           -         108.3       45.82
  04-30     299           -         109.5       46.38
  05-01     300           -         109.9       45.78
  05-02       -        2216         108.3       45.67
  05-03       -        2216         108.2       45.77

  Gulf vessels: 66 → 300 (+355%)
  Freight rate: $1899 → $2216 (+17%)

  FREIGHTOS BALTIC INDEX (FBX) — 2016-2026
  Global container freight rate $/FEU (weekly)
  ──────────────────────────────────────────────────────────────────
  16Q4  ██████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,499
  17Q1  ██████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,588
  17Q2  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,368
  17Q3  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,435
  17Q4  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,223
  18Q1  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,311
  18Q2  ████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,204
  18Q3  ██████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,564
  18Q4  ██████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,579
  19Q1  ██████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,495
  19Q2  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,345
  19Q3  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,355
  19Q4  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,317
  20Q1  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,433 ◄ COVID
  20Q2  ██████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,540 ◄ COVID
  20Q3  ███████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,944 ◄ COVID
  20Q4  █████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $2,492 ◄ COVID
  21Q1  ████████████████░░░░░░░░░░░░░░░░░░░░░░░░   $4,298 ◄ Suez blocked
  21Q2  ████████████████████░░░░░░░░░░░░░░░░░░░░   $5,543 ◄ Suez blocked
  21Q3  ████████████████████████████████████░░░░   $9,765 ◄ Suez blocked
  21Q4  ████████████████████████████████████░░░░   $9,782 ◄ Suez blocked
  22Q1  ███████████████████████████████████░░░░░   $9,622
  22Q2  ██████████████████████████████░░░░░░░░░░   $8,235
  22Q3  █████████████████████░░░░░░░░░░░░░░░░░░░   $5,629
  22Q4  ███████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $2,949
  23Q1  ███████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,927 ◄ Houthi attacks
  23Q2  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,435 ◄ Houthi attacks
  23Q3  █████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,385 ◄ Houthi attacks
  23Q4  ████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,179 ◄ Houthi attacks
  24Q1  ███████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $3,054 ◄ Red Sea crisis
  24Q2  ████████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $3,260 ◄ Red Sea crisis
  24Q3  ███████████████████░░░░░░░░░░░░░░░░░░░░░   $5,059 ◄ Red Sea crisis
  24Q4  █████████████░░░░░░░░░░░░░░░░░░░░░░░░░░░   $3,583 ◄ Red Sea crisis
  25Q1  ███████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $3,091 ◄ Hormuz tension
  25Q2  █████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $2,522 ◄ Hormuz tension
  25Q3  ████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $2,199 ◄ Hormuz tension
  25Q4  ███████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $1,923 ◄ Hormuz tension
  26Q1  ████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $2,170
  26Q2  ████████░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░   $2,282
  ──────────────────────────────────────────────────────────────────
  Current: $2,282/FEU  |  Pre-COVID avg: $1,408  |  COVID peak: $11,109  |  Houthi peak: $3,481
  vs pre-COVID baseline: +62%

  FBX ROUTE RATES — CURRENT WEEKLY
  ──────────────────────────────────────────────────────────────────
  Code    Route                              Rate $/FEU    WoW Chg
  ──────────────────────────────────────────────────────────────────
  ── HEADHAUL (export from Asia) ─────────────────────────────
  FBX01   China/E.Asia → NA West Coast             $2,418      0.0%
  FBX03   China/E.Asia → NA East Coast             $3,859      0.0%
  FBX11   China/E.Asia → North Europe              $2,779      0.0%
  FBX13   China/E.Asia → Mediterranean             $3,717    ▲+1.9%
  FBX21   NA East Coast → North Europe               $591    ▲+1.4%
  ── BACKHAUL (return to Asia) ───────────────────────────────
  FBX02   NA West Coast → China/E.Asia               $300      0.0%
  FBX04   NA East Coast → China/E.Asia               $423      0.0%
  FBX12   North Europe → China/E.Asia                $454      0.0%
  FBX14   Mediterranean → China/E.Asia               $530      0.0%
  FBX22   North Europe → NA East Coast             $1,416      0.0%
  FBX24   Europe → South America East                $785      0.0%
  FBX26   Europe → South America West              $2,391    ▲+1.5%
  ──────────────────────────────────────────────────────────────────
  Source: Freightos Baltic Index (FBX). WoW = week-over-week change.

  ⛔ SUSPENDED SERVICES — 12 routes, 108.7k TEU/week withdrawn
  ──────────────────────────────────────────────────────────────────
  Far East - Middle East | APG
    OCEAN - MEA5  /  CMA - CIMEX7 | COSCO - MEX | EMC   [16.3k TEU/w]
    Qingdao → Shanghai → Ningbo-Zhoushan → Nansha → Singapore → Jebel Ali Dubai → Abu Dhabi Khalifa Port → Dammam / King Abdulaziz →...

  Europe - Middle East
    GEM - India Med loop  /  HL - IMX | ML - ME11  [15.3k TEU/w]
    Jebel Ali Dubai → Mundra → Nhava Sheva / Jawaharlal Nehru → Salalah → Suez Canal → Port Said → Tanger Med / Tangier → Valencia →...

  Far East - Middle East | APG
    ESL - CGX | KMTC - GCS | PIL - GCS | RCL - RCG | W  [12.2k TEU/w]
    Qingdao → Shanghai → Ningbo-Zhoushan → Nansha → Shekou → Singapore → Jebel Ali Dubai → Dammam / King Abdulaziz →...

  Far East - Middle East | APG
    GEM - Far East Middle East loop  /  HL - AGX | ML   [10.8k TEU/w]
    Tianjin / Xingang → Qingdao → Busan / Pusan → Ningbo-Zhoushan → Shanghai → Tanjung Pelepas → Jebel Ali Dubai → Singapore

  Far East - Middle East | ISC
    ALX - AIX | CMA - AS1 | COSCO - AS1 | CSTAR - CWX2  [10.4k TEU/w]
    Qingdao → Shanghai → Ningbo-Zhoushan → Shekou → Singapore → Nhava Sheva / Jawaharlal Nehru → Mundra → Karachi →...

  Far East - Middle East | APG
    MSC - Clanga  [9.6k TEU/w]
    Qingdao → Shanghai → Ningbo-Zhoushan → Nansha → Singapore → Mundra → Dammam / King Abdulaziz → Qatar Hamad Port →...

  Far East - Middle East | APG
    OCEAN - MEA4  /  CMA - CIMEX6 | COSCO - MEX5 | EMC  [8.5k TEU/w]
    Shanghai → Ningbo-Zhoushan → Kaohsiung → Shekou → Port Klang → Jebel Ali Dubai → Dammam / King Abdulaziz → Umm Qasr →...

  Far East - Middle East | APG
    ESL - CMX | GFS - COSMOS | HMM - CMX | KMTC - AIM2  [6.8k TEU/w]
    Shanghai → Ningbo-Zhoushan → Shekou → Singapore → Jebel Ali Dubai → Khor Fakkan → Sohar → Port Klang

  Far East - Middle East | APG
    ESL - GLX | GFS - GALEX | HMM - GLX | KMTC - AIM |  [6.7k TEU/w]
    Busan / Pusan → Qingdao → Xiamen → Da Chan Bay → Port Klang → Jebel Ali Dubai → Dammam / King Abdulaziz → Bahrain / Khalifa bin Salman

  Far East - Middle East | APG
    CUL - MGA | SLS - FAM | VSS - FAM  [6.2k TEU/w]
    Qingdao → Tianjin / Xingang → Dalian → Shanghai → Ningbo-Zhoushan → Nansha → Jebel Ali Dubai → Qatar Hamad Port →...

  Far East - Middle East | APG
    MILAHA - MGX1 | NBOSCO - CGX | SKR - SGX1 | UNIF -  [3.3k TEU/w]
    Shanghai → Ningbo-Zhoushan → Shekou → Jebel Ali Dubai

  Europe - Middle East
    CMA - REDEX  [2.6k TEU/w]
    Port Said → Marsaxlokk → Alexandria → Suez Canal → Aqaba → Jeddah → Suez Canal

  GULF SERVICE EXPOSURE
  ──────────────────────────────────────────────────────────────────
  Gulf-touching services: 64 total / 11 suspended
  Weekly TEU at risk: 399k TEU (64 routes)
  Suspended capacity: 98k TEU/week
  Source: Xeneta Ocean Congestion Map

  PORT CONGESTION — XENETA (top 30 by congestion ratio)
  ──────────────────────────────────────────────────────────────────
  Port                      Region                    Ratio  WaitH  Vessels (wait/berth/steam)
  ──────────────────────────────────────────────────────────────────
  ▓▓ Beira                     East Africa                83% 11.5h  10w/2b/6s
  ▓▓ Freetown                  West Africa                80%  2.3h  4w/1b/3s
  ▓▓ Manila                    South East Asia            78%  2.5h  36w/10b/12s
  ▓▓ Conakry                   West Africa                78%  6.1h  7w/2b/3s
  ▓▓ Novorossiysk              Black Sea                  75% 16.0h  6w/2b/12s
  ▓▓ Skikda                    North Africa               75%  2.8h  6w/2b/0s
  ▓▓ Sohar                     Arabian / Persian Gulf     75%  5.7h  6w/2b/5s
  ▓▓ Jebel Ali Dubai           Arabian / Persian Gulf     75% 11.4h  6w/2b/2s
  ▓▓ Abidjan                   West Africa                74%  2.9h  14w/5b/17s
  ▓▓ Casablanca                North Africa               73%  2.6h  16w/6b/6s
  ▓▓ Bandar Abbas / Shahid Raj Arabian / Persian Gulf     71% 14.3h  5w/2b/2s
  ▓▓ Bejaia                    North Africa               71%  1.9h  5w/2b/3s
  ▓▓ Qingdao                   North East Asia (incl Ch   71%  1.9h  66w/27b/70s
  ▓▓ Ashdod                    Eastern Mediterranean      70%  0.7h  7w/3b/10s
  ▓░ Cotonou                   West Africa                67%  2.4h  4w/2b/1s
  ▓░ Leixoes                   Northern Europe            67%  1.2h  6w/3b/4s
  ▓░ Kribi                     West Africa                67% 11.8h  6w/3b/1s
  ▓░ Tema                      West Africa                65%  2.6h  11w/6b/17s
  ▓░ Nhava Sheva / Jawaharlal  Indian Subcontinent        61%  5.7h  14w/9b/38s
  ▓░ Algeciras                 Southern Europe            60%  0.8h  12w/8b/37s
  ▓░ Kolkata / Calcutta (Syama Indian Subcontinent        60%  2.6h  6w/4b/8s
  ▓░ Kandla / Deendayal        Indian Subcontinent        60%  7.1h  3w/2b/1s
  ▓░ Salalah                   Arabian / Persian Gulf     60%  5.0h  6w/4b/28s
  ▓░ Hambantota                Indian Subcontinent        60%  1.3h  3w/2b/6s
  ▓░ Koper                     Southern Europe            60%  1.2h  3w/2b/3s
  ▓░ Abu Qir                   North Africa               60%  0.8h  3w/2b/2s
  ▓░ Tin Can Island / Lagos    West Africa                57%  3.3h  8w/6b/5s
  ▓░ Khor Fakkan               Arabian / Persian Gulf     57%  0.8h  4w/3b/8s
  ▓░ Belawan                   South East Asia            57%  1.8h  4w/3b/5s
  ▓░ Pointe Noire              West Africa                57%  1.8h  4w/3b/11s
  ──────────────────────────────────────────────────────────────────
  ▓▓ >70%  ▓░ 40-70%  ░░ 20-40%  Source: Xeneta Port Congestion Map

Model: Transit-time based propagation. Gulf ports (D+0) → Indian Ocean (D+2-3) → Mediterranean (D+4-6) → Asia-Pacific (D+5-8) → North Europe (D+10-13) → Americas (D+14-16).
Lag estimates based on average vessel transit times from Strait of Hormuz.
FBX: Freightos Baltic Index — weekly global container freight rate ($/FEU, 40ft equivalent unit). 492 weekly datapoints from Oct 2016. Shows how previous disruptions (COVID, Suez, Houthi) impacted rates.
Data: AIS vessel tracking (aisstream.io), IMF PortWatch, Freightos FBX, Drewry WCI.