15:28 - 2.03.2026

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March 2, Fineko/abc.az. On Monday, the shares of A.P. Møller Maersk and Hapag Lloyd rose more than by 4% after the suspension of the passage of ships through the Strait of Hormuz because of Iran-relating incidents.

ABC.AZ informs that energy markets are also reacting: futures for Brent crude oil and U.S. crude oil grew more than by 7% and natural gas prices by more than 4%.

Maersk, Hapag-Lloyd and CMA CGM are redirecting routes from the region, citing security risks, but Morgan Stanley warns that regional disruptions do not change the fundamental conditions of the container transportation market: oversupply persists, freight rates remain under pressure.

The closure of the Strait is critical for the oil market: nearly 20% of global oil consumption passes through Hormuz, which makes tanker companies the direct beneficiaries of any disruptions.

In the long term, analysts believe that short-term disruptions may raise prices, but fundamentally the container shipping market will remain under pressure.