TRANSPORTATION PULSE
Sunday, March 1, 2026
Market Intelligence for Transportation Professionals
🎯 Today's Transportation PulseUpdated 1h ago
What's happening: Shipping lines impose emergency surcharges as Middle East conflict disrupts routes
Major carriers CMA CGM, HapagLloyd and Maersk are adding emergency fees of up to US$4,000 per container and rerouting vessels around the Cape of Good Hope due to heightened security risks in the Strait of Hormuz and the Red Sea. The measures raise costs for exporters and importers and extend transit times.
Also developing:
By the numbers: VOC Port raises ₹15,000 Cr for outer harbour project
🚀 Top Transportation Headlines
Airspace Closures Across Middle East Cause Flight Cancellations After Strikes on Iran
Airspace closures throughout the Middle East have led to massive commercial flight disruptions and cancellations following the strikes on Iran.
The Points Guy (TPG)
Hormuz Traffic Slows After Strike On Iran
A number of oil tankers are avoiding sailing through Hormuz shipping strait that links the oil-rich Persian Gulf to the open seas, with some shipowners taking a caution-first approach to the narrow waterway after the US and Israel bombed Iran.
gCaptain
Norwegian Shipbrokers’ Association and BIMCO Adopt SALEFORM 2025
The Norwegian Shipbrokers’ Association (NSA) and BIMCO have adopted SALEFORM 2025, an updated version of the widely used international Memorandum of Agreement for the sale and purchase of ships. SALEFORM 2012 has long served as a standard contract in ship transactions worldwide. However, the NSA identified the need for revisions to reflect evolving industry practices […] The post Norwegian Shipbrokers’ Association and BIMCO adopt SALEFORM 2025 appeared first on Container News.
Container News
Why Is the Midwest the Most Volatile Region in the U.S.?
Two factors appear to be driving a divergence in regional truckload capacity in the middle of a structural market shift. The post Why is the Midwest the most volatile region in the U.S.? appeared first on FreightWaves.
FreightWaves
Real-World Test: Electric Semi Trucks Can Save Fleets Nearly $160,000 per Truck
After following two fleets over more than a year and 200,000 km of real-world driving, Canada’s most comprehensive real-world test of electric semi trucks showed that fleets can realize nearly $160,000 in savings. Per truck. more…
Electrek
💬 Top Transportation Social Posts
Tweet by @Muddassirism
Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025, our supply chains have been more VUCA (Volatile, Uncertain, Complex, and Ambiguous), making it harder to predict what comes next. But I have a theory that these disruptions are not stopping anytime soon. To understand that there is a timeline of major events in 2025 that have disrupted the global supply chain, which are: - 1 Feb 2025 — U.S. Trade War Begins - 4 Feb 2025 — China Tariff Hike - 10 Feb 2025 — China Retaliates - 12 Mar 2025 — Global Metals Tariffs - 27 Mar 2025 — Auto Sector Shock - 2 Apr 2025 — “Liberation Day” Global Tariff + Market Crash + 90-Day Pause - 9 Apr 2025 — Tariff Spiral (U.S.–China Peak Rates) - 4 Jun 2025 — Metals Tariffs Doubled - Jun 2025 — Middle East Escalation (Oil Spike) - Jul 2025 — Copper Tariff + Grasberg Output Shock - 7 Aug 2025 — Reciprocal Tariffs Go Live - 27 Aug 2025 — Secondary Tariffs on India - 1 Oct 2025 — Industrial & Pharma Squeeze - 9 Nov 2025 — Greenland Strategy Emerges (Rare Earth Focus) 2026 Supply Chain Disruption Timeline - 17 Jan 2026 — Greenland Tariff Ultimatum - 21 Jan 2026 — Davos De-escalation (Tariffs Suspended) - 24 Feb 2026 — 10% Global Tariffs Implemented + De Minimis Suspension Maintained - 17 Feb 2026 — Middle East Tension (Oil Surge) - 27 Feb 2026 - Middle East Tension Escalated, resulting in Dubai airport being closed for all flights What impacted me more personally is what happened today. I lived in Dubai for 6 years. I had a house. I have many friends. My brother and sister, and their families, live there. Dubai, which is proud to be the safest place to live and do business, is now living in fear. My worry is that every 2nd month, there is a major event which results in these disruptions, making the world and supply chain more VUCA What is the root cause? I have stated the timeline here... Do you think these disruptions will stop? And unfortunately, may I dare to predict, these disruptions will last until the end of 2028. Be safe. #disruptions #supplychainrisk #Trending
by Dr. Muddassir Ahmed•
Thread by @Dailyanalysts
🚨 IRAN WAR UPDATE — MARCH 1, 2026 🚨 Khamenei is confirmed dead by Iranian state media. But the bigger story: the IRGC has formally closed the Strait of Hormuz. Shipping firms are instructing vessels to shelter in place. About 20% of global oil supply flows through that waterway. The war is NOT over — Trump says strikes continue all week.
by dailyanalysts•