Episode
Middle East Conflict 2026: Global Shipping and Trade Crisis ft. Lars Jensen and Greg Knowler
- Podcast
- The Freight Buyers' Club
- Published
- Apr 2, 2026
- Duration seconds
- 2094
- Processing state
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Summary
The Strait of Hormuz has been closed to commercial shipping since the end of February. One month on, the world is still counting the cost. Freight rates are rising, bunkers and jet fuel are running short, and the risk of escalation into the Red Sea and beyond is growing. In this episode of The Freight Buyers' Club, Mike King is joined by two of the most respected voices in the industry: Lars Jensen, CEO, Vespucci Maritime Greg Knowler, Europe Editor, Journal of Commerce Together they cover: ✅ Is the Middle East conflict actually a global shipping crisis — or a regional one? ✅ Container shipping rates: are we heading for a Red Sea-style spike or not? ✅ Bunker fuel shortages in Asia — why availability is becoming a bigger problem than price ✅ Jet fuel shortages and the collapse of air cargo capacity through Gulf hubs ✅ The intermodal alternatives: Saudi Red Sea ports, Khorfakkan, Salalah — and their limits ✅ The danger of escalation: Houthis, Red Sea, Bab-el-Mandeb and the eastern Mediterranean ✅ What US importers are facing on top of the existing tariff chaos ✅ Why supply chain resilience always loses out to efficiency — and what shippers can do about it ✅ Lars Jensen's forecast for container shipping rates in the weeks ahead Produced with the support of Dimerco Express Group, leading Asia-Pacific freight forwarder and logistics provider. https://dimerco.com #MiddleEastConflict #ContainerShipping #GlobalTrade #SupplyChain #Freight #ShippingCrisis #Hormuz #AirCargo #BunkerFuel #FreightRates #SupplyChainResilience #FreightBuyersClub #LarsJensen #GregKnowler #Dimerco #OceanFreight #Logistics #Intermodal #RedSea #TradeDisruption