This article is being updated as new developments emerge. The latest changes are summarised in the update log below.
For easier navigation, use the table of contents on the side of this document to jump to the relevant section.
As of 11 July 2026, the Strait of Hormuz is effectively closed to commercial shipping. A ceasefire reached in mid-June briefly reopened the strait, but renewed US-Iran strikes from 6 July onward collapsed that window. Ocean carriers continue routing Gulf-linked and Asia-Europe services via the Cape of Good Hope, and Gulf air hubs are operating below normal capacity. For Australia and New Zealand importers, expect longer transit times, higher freight and insurance costs, and weaker schedule reliability on any service connected to Middle East networks.
|
Date |
Development |
Impact for shippers |
|
11 Jul 2026 |
Strait effectively closed again. Convoys move only under naval escort; daily transits remain a small fraction of the pre-crisis average of ~88/day. |
Treat Gulf transit as high-risk and unreliable. Continue Cape of Good Hope routing where applicable. |
|
9–10 Jul 2026 |
Renewed US-Iran fighting: the US struck Iranian targets and Iran retaliated against US assets in Bahrain, Kuwait, Qatar, Jordan and Iraq. Commercial transits on the main Gulf shipping lane stopped almost entirely. |
Expect further carrier suspensions and rerouting. Confirm any Gulf-linked bookings directly with your carrier before relying on them. |
|
6–8 Jul 2026 |
Three vessels were attacked near the strait on 6–7 July. The US stepped up strikes on Iran, and President Trump said he considered the June ceasefire “over.” |
The June reopening can no longer be relied on. Don’t plan time-sensitive cargo around Gulf transit. |
|
25–27 Jun 2026 |
An Evergreen container ship was attacked, prompting the IMO to pause the recovery in transits. The US Navy subsequently opened a widened route near Oman to bypass Iranian-controlled waters. |
Confirms the June reopening was fragile from the start. Check current carrier advisories before committing to Gulf routings. |
|
17–20 Jun 2026 |
The US and Iran signed the Islamabad Memorandum (17 Jun), lifting the naval blockade and reopening the strait toll-free. Transits resumed 18 Jun and more than doubled for the month versus May. Iran re-closed the strait on 20 Jun after disputed Israeli strikes in Lebanon. |
A genuine but short-lived recovery window. Treat any capacity or rate improvements from this period as temporary. |
|
13 Apr–29 May 2026 |
The US enforced a naval blockade of Iranian ports (the “dual blockade”) after ceasefire talks collapsed in Islamabad. |
Gulf services stayed suspended; Cape of Good Hope routing and extended transit times continued throughout. |
|
8 Apr 2026 |
A first US-Iran ceasefire was agreed, intended to reopen the strait, but implementation stalled within days. |
No meaningful change to Gulf access. Early ceasefire announcements should not be treated as operational changes. |
|
28 Feb 2026 |
Israel and the US launched strikes on Iran. Iran responded by closing the Strait of Hormuz and attacking merchant vessels, triggering the crisis. |
Major container lines suspended Gulf bookings and diverted to Cape of Good Hope, adding significant transit time. |
This is a condensed milestone log. Detailed carrier-by-carrier advisories from March–May are archived and available on request.
The strait carries around 20% of the world’s oil and LNG and sits at the centre of Gulf shipping networks feeding into Asia–Europe and Asia–Oceania trade lanes. Australian and New Zealand supply chains rarely move cargo directly through the Gulf, but they share vessels, transhipment hubs and air networks with routes that do. Disruption there reduces global schedule reliability even for cargo that never touches the Middle East.
Major carriers — Maersk, MSC, Hapag-Lloyd, CMA CGM, ONE, COSCO and OOCL — have suspended or heavily restricted Gulf bookings since the conflict began and continue to route Asia–Europe services via the Cape of Good Hope. Expect longer transit times, container rollovers, and less predictable discharge ports for any cargo with Gulf exposure.
Dubai, Abu Dhabi and Doha remain key connectors for AU/NZ air cargo. Gulf carriers (EK, EY, QR, FZ, G9) are operating reduced and revised schedules. Even where flights are running, uplift for time-sensitive freight is harder to secure and schedule reliability is weaker than normal.
War-related loss, damage and delay are often excluded or limited under standard transport terms, and war-risk insurance conditions can change quickly as the conflict escalates. If you have cargo moving through or near the region, confirm your position directly with your insurer or broker — don’t assume standard cover applies.
Yes. On 4 March 2026, Australia’s Department of Agriculture, Fisheries and Forestry (DAFF) issued guidance after Middle East air cargo disruption forced Australian chilled meat consignments to be returned, including some diverted mid-flight. These are handled as distressed consignments under an interim inspection process. No further DAFF update specific to this disruption has been issued since.
No. As of 11 July 2026 it is effectively closed to commercial shipping, with only escorted convoys moving at a fraction of normal volumes.
Unclear. A June ceasefire reopened the strait for roughly two weeks before renewed fighting closed it again in July. Carriers are treating recovery as uneven and are not committing to fixed timelines.
Yes, indirectly. Even cargo not moving through the Gulf can be affected by rerouted vessels, congested transhipment hubs and reduced air cargo capacity through Middle East hubs.
Most major lines continue to suspend or tightly restrict Gulf bookings and are routing around the Cape of Good Hope. Confirm current status directly with your carrier before booking.
Ceasefires reached in April and June both broke down within weeks, and the most recent closure (from 6–7 July) shows the strait remains an active conflict zone rather than a resolved disruption. Importers should plan for continued volatility rather than a fixed recovery date, and prioritise flexibility over prediction — reviewing exposed routings, confirming insurance positions, and staying close to carrier advisories as conditions change.
At KLN Oceania, we're monitoring developments with our global network and working with customers on realistic contingency routing. If you'd like to review your exposure or discuss options for cargo connected to affected corridors, get in touch with our team.