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How long can the Gulf sustain supply shock?

Freight rates on key Gulf–Asia routes have risen 20–35% since early March, while transit times for some rerouted shipments have doubled.

Smoke rises from the direction of an energy installation in the Gulf emirate of Fujairah on March 14, 2026. (AFP via Getty Images)

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Three weeks into the US-Israel war with Iran, Gulf economies are entering a more complex phase. What began as an initial energy shock is now evolving into broader systemic strain across trade, logistics and industrial supply chains, raising questions about how long the region can sustain these disruptions.

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