The US-Iran deal should allow a return of container shipping to the Strait of Hormuz, but the scale of disruption caused by the blockade puts a recovery of ocean supply chain networks at mid-September 2026, in a best-case scenario, says Xeneta, an ocean and air freight intelligence platform.
The two-week ceasefire announced by US with Iran will not restore container shipping operations through the Strait of Hormuz to pre-conflict conditions, with ocean supply chain disruption and elevated rates expected to continue, according to an industry expert.
