ISSUE No. 2026-16 · Apr Week 3

Middle East Logistics Crisis
Solidifies into a New Normal

The re-closure of the Strait of Hormuz and heavy concentration on bypass ports have driven Korea→Middle East ocean freight rates up by approximately 2.5–3.5× compared to February. This week's TY Weekly summarizes movements across all sea, air, and inland segments in a single briefing.

📅 Published · Mon, April 20, 2026 📊 Data as of · April 16, 2026 🏷 Issued by · TY Logistics

Hello, this is TY Logistics.
This week brought a virtual restructuring of freight rates and space across all Middle East routes following Iran's Strait of Hormuz blockade (April 13). The data below has been compiled and re-organized by TY from KATI (Korea Agro-Fisheries & Food Trade Corporation) official publications, Cello-Square, EIA/EU Weekly Oil Bulletin, Korea National Oil Corporation Opinet, and Hana Bank mid-market rates. Given the scale of real-time volatility, we strongly recommend re-confirming with your TY account manager before booking or deployment.

1

This Week at a Glance

TL;DR
🚢
Korea → Middle East Ocean (40FT DRY)
$5,500 ~ $6,500
▲ +2.6~3.7× vs. February
✈️
Air Fuel Surcharge (effective 4/16)
KRW 1,960–2,190/kg
Most space booked out through 4/15
🚚
Middle East Inland Trucking (20'CNTR)
+36% ~ +100%
Sharp lane-by-lane spike vs. pre-war
🔴 KEY MESSAGE · From April 14–15, bypass routes have solidified as the standard (New Normal), extending the overall logistics cycle by a minimum of 3+ weeks beyond normal. Shippers with tight delivery schedules are strongly advised to redesign shipment timing with TY within this week.
2

🚢 Ocean Freight Update

SEA

▶ Korea → Middle East Pure Ocean Freight (mid-April 2026)

Container Size February (USD) Current (USD) Remarks
20FT CONTAINER (DRY) $1,000 ~ $1,600 $3,500 ~ $4,500 Excl. WRS / EBS and other surcharges
40FT CONTAINER (DRY) $1,500 ~ $2,500 $5,500 ~ $6,500 Excl. WRS / EBS and other surcharges

※ Additional Middle East inland trucking costs may apply depending on the lane.

▶ Week-2 Ocean Freight Timeline (April 9 – 15)

Apr 9 (Thu) Rate Surge
Iranian state media signaled a possible re-closure of the Strait of Hormuz, pushing Korea–Middle East freight (KCCI) past USD 6,211. With carriers making conservative capacity deployments, securing space became virtually impossible regardless of rate.
Apr 11 (Sat) Talks Open
First in-person US–Iran cease-fire talks opened in Islamabad, Pakistan. Even during the negotiations, Iran severely restricted daily transits to 10–15 vessels and continued weaponizing transit fees.
Apr 13 (Mon) Blockade Executed
Talks finally collapsed → the US executed a military naval blockade on all Iranian ports at 11 PM KST. Disruptions materialized, including emergency tanker diversions.
Apr 14–15 (Tue–Wed) New Normal Settles In
The US pursued a "Grand Bargain" — short-term resolution unattainable. Salalah / Red Sea bypass routes have moved beyond a stopgap to become the de facto standard, with the entire logistics cycle settling into a New Normal of at least 3+ weeks of delay.

▶ Major Carriers' Bypass Operations

Maersk

Multi-modal operations via Jeddah & Aqaba hubs. UAE-origin bookings accepted only through Sohar · Salalah · Jeddah landbridges. Both dry and reefer cargo handled.

CMA CGM

Four main logistics routes: Mersin (Northern Iraq), Sohar (GCC), Jeddah (Gulf inland), Aqaba (Southern Iraq).

Hapag-Lloyd

Carrier Haulage service based on five gateways: Jeddah · Salalah · Sohar · Khor Fakkan · Fujairah. Early booking strongly advised.

MSC

Iraq-bound: via Mersin / Iskenderun (Busan → Mersin ~72 days).
GCC-bound: via King Abdullah / Jeddah (Busan → Jebel Ali ~70 days).

COSCO

Uses Fujairah as the sole import gateway → transits via Khalifa Port (Abu Dhabi) hub → onward to each destination.
· UAE: Abu Dhabi, Jebel Ali, Sharjah via truck / feeder
· Upper Gulf: Dammam, Bahrain, Qatar, Kuwait on proprietary feeder network / Riyadh via Dammam feeder then rail
· Iraq (Umm Qasr): Abu Dhabi feeder connection / Oman (Sohar): separate ocean route via Nhava Sheva, India

Source · KATI (Korea Agro-Fisheries & Food Trade Corp.) "Middle East Logistics & Transport Trends (Week 3, April 2026)"; port status via cello-square.com; freight index via KCCI.
3

✈️ Air Freight Update

AIR

▶ Fuel Surcharge effective April 16 (KRW/kg)

Long-haulMid-haulShort-haul
2,190 2,060 1,960
⚠ SPACE STATUS · A surge in air cargo intake for pre-4/16 shipments has already caused most airlines to close out space through April 15. New bulk bookings are effectively impossible. Even existing bookings are being cancelled at airlines' request due to Incheon-outbound and connecting-flight space shortages.

▶ Background to the Space Closures

· Ocean rate hikes and ocean space shortages have driven large volumes of ocean cargo into air export channels.
· Further fuel surcharge hikes are expected to accelerate air freight rate increases and space shortages.

▶ Airport & Route Status (as of April)

· No officially confirmed additional airport closures or route reductions at this time.
· Congestion at Southeast Asian hub airports caused by Middle East hub closures has partially eased.
· Partial stabilization is expected to hold absent further developments.
※ Already closed: Iran (Tehran Imam Khomeini), Israel (Tel Aviv Ben Gurion).

Source · KATI "Middle East Logistics & Transport Trends (Week 3, April 2026)"; airline official notices compiled.
4

🚚 Inland Trucking & Other Transport Impacts

LAND

▶ Middle East Inland Trucking Trend (as of Apr 6, 2026; 20'CNTR)

PickupDestinationPre-war (USD)Post-war (USD)IncreaseChange %
JEBEL ALI PORTDUBAI$150$300+$150+100%
DUBAIJEBEL ALI PORT$150$300+$150+100%
SOHAR PORTDUBAI$1,500$2,200+$700+47%
DUBAISOHAR PORT$1,500$2,200+$700+47%
JEDDAH PORTRIYADH$1,100$1,500+$400+36%
RIYADHJEDDAH PORT$1,100$1,500+$400+36%
JEBEL ALI ↔ DUBAI
+100%
+100%
SOHAR ↔ DUBAI
+47%
+47%
JEDDAH ↔ RIYADH
+36%
+36%

※ Greater reliance on bypass ports has sharply increased Middle East inland trucking demand → rates up 36–100% vs. pre-war. Daily verification of rates and vehicle availability is required (frequent fluctuations).

▶ US Inland Trucking (as of Apr 13, 2026; diesel prices)

RegionDiesel (USD/gal)YoY Change
California7.559+58%
West Coast (ex-CA)6.183+61%
New England6.024+52%
Rocky Mountain5.256+51%
US Average5.608+57%

· Diesel prices firm: after 13 consecutive weekly gains, a slight WoW decline ($5.643/gal → $5.608/gal).
· Logistics cost burden at a threshold level: inland trucking already up 15–20% MoM.

▶ European Inland Trucking (as of Apr 6, 2026; EUR / 1,000 L)

MetricEU AverageGermanyNetherlandsFrancePoland
As of 2026.4.62,1152,4342,5852,2341,803
YoY+36%+53%+55%+37%+27%
MoM+30%+34%+37%+33%+26%

· Vehicle availability remains adequate when adjusted rates are accepted.
· Elevated operational risk due to AdBlue (urea) shortages across Europe — production disrupted by rising natural gas prices, a key feedstock.

Source · KATI "Middle East Logistics & Transport Trends (Week 3, April 2026)"; EIA · EU Weekly Oil Bulletin.
5

📊 Key Economic Indicators (as of 2026.4.16)

INDEX

▶ Oil Prices

BenchmarkPrev. Close (4/15)Week-ago Close (4/8)Change (%)
WTI (West Texas Intermediate, USD/bbl)91.2994.413.3 ↓
Dubai Crude (USD/bbl)105.51104.151.3 ↑
Gasoline (KRW/L)1,998.251,978.681.0 ↑
Diesel (KRW/L)1,992.181,970.421.1 ↑

▶ Exchange Rate (KRW/USD, Hana Bank mid-market)

4/8 (Wed)4/9 (Thu)4/10 (Fri)4/13 (Mon)4/14 (Tue)4/15 (Wed)WoW
1,481.00 1,476.00 1,489.20 1,480.50 1,473.50 1,476.50 0.3 ↓
Source · NYMEX, Korea National Oil Corporation Opinet, Hana Bank mid-market rate — re-cited via KATI.
6

💡 TY Logistics Action Guide

ACTION

Three Recommendations for Shippers This Week

The current situation is not a short-term spike but a structural New Normal. TY recommends:

  • Shift to Early Booking — Back-solve delivery dates with a minimum 3-week + α buffer, leveraging Hapag-Lloyd / CMA CGM bypass routes.
  • Proceed Cautiously with Ocean→Air Mode Switches — With widespread space closures through 4/15, unconditional mode-switching may actually worsen delays. Verify real available space by lane and BU with TY's air team.
  • Split Inland Quotes — Middle East inland trucking is up 36–100%. Distribute risk by quoting Port-to-Port + inland separately rather than a single Port-to-Door rate.