U.S.–Iran tensions force top carrier to avoid Strait of Hormuz, boost African routes

The maritime corridor around Africa’s Cape of Good Hope is gaining further significance as ongoing instability in the Middle East pushes global shipping patterns to shift, with Maersk confirming it will continue avoiding the Strait of Hormuz. This decision is reinforcing Africa’s growing role in international trade and energy transport routes.

In a recent Middle East operational update released on Tuesday, the shipping company described the security situation in the region as “highly volatile” and “deeply dynamic,” noting that despite ceasefire attempts involving the United States and Iran, conditions remain unstable and unpredictable.

The carrier stressed that “full maritime certainty” has not yet been restored, adding that “volatility persists in the situation” and that, in consultation with security partners, it currently advises against transiting the Strait of Hormuz.

The company further explained that any future return to the route will depend on ongoing risk evaluations and directives from relevant authorities and industry stakeholders.

Middle East conflict continues to reshape shipping networks

This latest guidance from Maersk extends a broader shift in global shipping operations that began earlier in the year following rising tensions in the Middle East, which disrupted key maritime corridors.

Earlier in March, the firm suspended planned Trans-Suez voyages through the Bab el-Mandeb Strait, citing worsening security conditions linked to the U.S.–Iran standoff and attacks on Red Sea shipping lanes by Yemen’s Houthi movement.

At the time, Maersk stated that the decision was taken in close coordination with security partners to pause Trans-Suez operations via Bab el-Mandeb due to escalating military risks in the region.

Following that move, the company redirected its ME11 and MECL services around South Africa’s Cape of Good Hope while also halting crossings through the Strait of Hormuz until further notice.

Although some services had previously been set to gradually return to the Suez route after prolonged disruption, renewed geopolitical tensions involving Iran have again forced carriers to reroute vessels through southern Africa.

Africa’s maritime importance continues to rise

Extended diversion of vessels is steadily strengthening Africa’s position in global maritime logistics and fuel distribution networks.

Data from the United States Energy Information Administration’s March chokepoint report shows that approximately 9.1 million barrels per day of crude oil and refined products are now transported via the Cape route, accounting for about 11% of global seaborne oil flows.

Unlike restricted waterways such as the Strait of Hormuz or the Strait of Malacca, the Cape of Good Hope offers an open-ocean passage that is far more difficult to block or disrupt.

A large share of crude oil routed around the Cape is shipped to Asia, with more than 40% ultimately reaching China, according to trade data.

Reuters also reports that marine fuel suppliers along Africa’s coastline are experiencing increased demand as more vessels avoid the Suez Canal and Red Sea corridors.

The Cape Chamber of Commerce and Industry noted that shipping diversions around the region had increased by 112% by early March.

After nearly two years of sustained rerouting, Maersk’s Asia Market head for Ocean, Bhavan Vempati, said the situation can no longer be viewed as temporary but rather as a structural adjustment to global shipping operations.

He added that the company now regularly conducts bunkering activities at ports in West Africa and Tangier.

Shipping industry remains cautious on return routes

Despite diplomatic and military efforts led by the United States aimed at restoring stability and freedom of navigation in the region, major shipping operators remain hesitant to resume full operations through traditional Middle Eastern routes.

Industry bodies such as BIMCO and the International Chamber of Shipping have cautioned that reduced conflict alone is not enough, stressing the need for stronger maritime security guarantees and clearance of naval threats before confidence can fully return.

Maersk has also restricted cargo bookings linked to several Gulf markets, including Iraq, Kuwait, Qatar, Bahrain, and parts of the United Arab Emirates, while expanding alternative logistics corridors through Saudi Arabia, Jordan, Oman, and the UAE.

For Africa, the ongoing disruption is increasingly transforming the continent’s coastline from a temporary rerouting option into a central and strategic hub within the evolving global shipping system.

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