Adaptability and resilience as the new fundamentals for shipping industry

The Hormuz crisis has moved through three structurally distinct phases, each of which has deepened the exposure of commercial shipping in ways the industry had not previously priced.

A convergence analysis of the World Economic Forum’s Global Risks Report 2025 and the United Nations’ World Economic Situation and Prospects 2026 identify 2025-2027 as a period where geopolitical tensions directly translate into maritime operational challenges, creating a structural shift from efficiency-focused to security-focused logistics networks.

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