Market Insights

Strait of Hormuz Reopened Yet War Risk Premiums Stay Elevated, 40ft Rates Hit 18-Month High of $3,969 – Mexican FCL Importers Must Act Now

Strait of Hormuz Retaliatory Closure Roils Global FCL, Dual Supply Chain Alerts Hit Footwear and Plastics

Hormuz Reopens at 25 Ships/Day: FCL Recovery Takes 3 Months, WCI +12%, MVE Mandatory Aug 1

Hormuz Strait reopens at 25 ships daily after US-Iran deal. FCL recovery to take 3 months until mid-Sept 2026. WCI rises 12% to $3,969. MVE mandatory for all FCL to Mexico from Aug 1.

FCL Rates China-Mexico Surge 78-89% as Hormuz Reopens Cautiously with 40-50 Day Demining Delay

Manzanillo Delays 3-5 Days Plus June 30 China Export Rules Push 40HC Rates Near $6,000 – Urgent FCL Impact