March 2, 2026 05:26 PM GMT China Transportation | Asia Pacific Hormuz Transit Disruption - Our Thoughts We see many moving parts that could influence investor sentiment towards tanker shipping, given spot rates are at a multi-year high. Stay guarded on container shipping and constructive on Chinese airlines. Key Takeaways What happened, and reactions from Chinese shipping companies: Conflict in the Middle-East has impacted the availability of the Hormuz strait transit. Several commercial vessels were report ...