Geopolitical conflicts often generate immediate effects on the global economy. In the case of the recent Middle East conflict, which began after the attacks of February 28, 2026, the repercussions extend beyond the political or military sphere.
One of the sectors most sensitive to these types of events is international cargo transportation, as it depends on secure maritime routes, regional stability, and relatively stable energy costs to operate normally.
Below, we review the timeline of the conflict and its main effects on global logistics.
Timeline of the Middle East conflict and its logistical impact
February 28, 2026: attacks and death of Iran’s supreme leader
On February 28, a military offensive took place in Iranian territory that resulted in the death of the supreme leader, Ali Khamenei, as well as several senior military officials.
The event marked a turning point in regional tensions and immediately raised concerns in energy markets and the international logistics sector.
Initial impact on international cargo transportation:
- Increased volatility in oil prices
- Higher risk in maritime routes near the Persian Gulf
- Review of insurance premiums for international shipments
International cargo transportation relies heavily on the stability of these maritime routes, through which a significant portion of global trade flows.
Early March: rising tensions and maritime risks
Following the initial attacks, several countries began monitoring potential retaliations and military movements in the region.
From a logistics perspective, one of the most sensitive areas is the Strait of Hormuz, considered one of the most important energy routes in the world, through which a large share of global oil supply passes.
Main logistical consequences:
- Possible deviations in commercial maritime routes
- Increased operational costs for shipping companies
- Higher risk for international cargo transportation operations
When these strategic routes face geopolitical tensions, cargo transportation often experiences delays and higher freight costs.
Impact of the conflict on energy markets and transportation
The Middle East conflict tends to directly affect oil prices, a key factor for global transportation operations.
In the days following the escalation of the conflict, fluctuations were recorded in energy markets. These variations impact fuel costs used in maritime and air transport, which may lead to adjustments in international freight rates and in the operational costs of logistics supply chains.
For this reason, international cargo transportation often faces increased operating costs when geopolitical tensions arise in regions that are strategic for global energy supply.
Current scenario: uncertainty for global logistics
Although the Middle East conflict continues to evolve, many experts agree that the tensions may continue to generate adjustments in global supply chains.
When a strategic region faces instability, maritime routes may change, often resulting in longer transit times, higher transportation costs, and adjustments in insurance premiums for international operations.
Due to its close relationship with global trade, international cargo transportation remains one of the sectors most sensitive to this type of geopolitical development.
In this context, having adequate cargo insurance becomes especially important for companies involved in international trade. Contact us and receive specialized advice.
Sources
Pita, A., Bronte, T. D., Liy, M. V., Pita, A., Bronte, T. D., Liy, M. V., Pita, A., Bronte, T. D., & Liy, M. V. (2026, 11 marzo). La batalla en el estrecho de Ormuz agrava las consecuencias económicas de la guerra. El País. https://elpais.com/internacional/2026-03-11/la-batalla-en-el-estrecho-de-ormuz-se-recrudece-con-el-ataque-a-tres-buques-de-carga.html
Butt, M. (2026, 4 marzo). Estrecho de Ormuz: “control total” iraní del canal marítimo causa estragos en el suministro mundial de petróleo y gas. Independent Español. https://www.independentespanol.com/noticias/medio-oriente/iran-estrecho-ormuz-ataques-economia-petroleo-gas-b2932146.html?utm_source=redirect
