Container Shipping Rates Eye Record Highs as Gulf Crisis Reshapes Trade

🚢 SHIPPING — Records broken during COVID are now the floor, not the ceiling. 📌 LOOK CLOSER: COVID-era peaks were demand-driven; this repricing is supply-constrained — fewer routes, longer voyages, scarcer hulls. With 104 vessels diverted and supertanker orders surging, analysts flagging record highs means the market is pricing Hormuz disruption as structural. Every container rate spike transmits into consumer goods inflation globally within 90 days.