Container CEOs Fear Capacity Crunch From Iran War: Supply Lines

An annual conference we’ve dubbed “Davos on the Docks” kicked off this week in Long Beach, California, amid worries that a war in the Mideast causing logistics snarls and an energy price spike will last long enough to become a global economic problem.

S&P Global’s TPM26 agenda was supposed to center around how the container shipping industry manages through its next wave of overcapacity. US-Israeli attacks on Iran and the regional retaliation that started over the weekend quickly changed the script.

“The enormity of the impact of that conflict on the container shipping networks, on freight rates, on transit times, ...