Sea-Intelligence: Connectivity: Shocks vs. Policy Shifts

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The geopolitical disruptions in the Middle East have forced shipping lines into substantial network redesign. As a result, while ports in the impacted regions have lost liner connectivity, ports in the adjoining regions have picked up that slack.
Data from UNCTAD’s Port Liner Shipping Connectivity Index shows this connectivity growth across these alternative ports in 2026‑Q3, compared to the pre‑crisis baseline – the first full quarter before the disruptions started (2023‑Q3 for the Red Sea crisis and 2025‑Q4 for the Strait of Hormuz closure).

 

Source: Sea-Intelligence.com, Sunday Spotlight, issue 785
Source: Sea-Intelligence.com, Sunday Spotlight, issue 785

Because of the significant transit time penalties for vessels sailing to Central and Eastern Mediterranean through the Strait of Gibraltar, shipping lines have pushed African relay operations south down the Atlantic seaboard.

As a result, West Africa ports have seen significant connectivity increases. Walvis Bay, on the other hand, became an alternative to the congested Durban for Asia‑Europe vessels sailing around Africa. Similarly, ports located along the Gulf of Oman have captured the most significant connectivity gains due to the closure of the Strait of Hormuz.

Compared to a pre‑crisis baseline, Duqm and Khor Fakkan recorded massive connectivity increases of 213% and 188%, respectively. Meanwhile, East Africa and Indian Subcontinent ports acted as a prominent hub for displaced regional cargo, for shipping lines that wanted to avoid the conflict region altogether, driving connectivity gains for Dar Es Salaam and Hambantota.