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Container Bytes #43: The Oman Deal Collapses and the Resilient Transpacific Peak
Welcome to this week's edition of Container Bytes! I'm Judah Levine, Head of Research, hosting solo this week as Julia takes a well-deserved vacation. 📍
In this episode, we unpack why the anticipated Oman-Iran agreement to reopen the Strait of Hormuz has fallen apart. New demands from Iran—including reparations, transit fees, and vessel bans—have pushed hopes of an imminent resolution back, returning regional maritime transport to a strict wartime status quo. However, in a surprising counter-trend, ocean carriers including Hapag-Lloyd, Maersk, Cosco, and CMA CGM are reinstating select Red Sea…
The skinny
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