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Strait of Hormuz Crisis at Six Months: Near-Record Rates, Crumbling Reliability, and What China Shippers Should Do

Strait of Hormuz Crisis at Six Months: Near-Record Rates, Crumbling Reliability, and What China Shippers Should Do

Six months into the US–Iran war, the Strait of Hormuz crisis is still reshaping container shipping: Far East–US East Coast spot rates reached $10,910 per FEU in early September 2026, within 14% of the COVID-era record, while global schedule reliability fell to 29.4%. Here is what importers and e-commerce sellers shipping from China should do for Q4.

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