The UK UKMTO issued Warning No. 147-26: At about 1750 UTC on October 1, another oil tanker was hit by an unidentified projectile and caught fire in the Strait of Hormuz. The crew was safe; there had been multiple attacks on oil tankers on September 28-29. JMIC assessed that 4 attacks/interferences had been confirmed in the strait in the past 96 hours, and the regional threat level remained SEVERE. During the same period, the United States expanded sanctions on Iran's railway network and shadow banking system, and the maritime blockade continued to tighten.
According to gCaptain (reposted from The Loadstar, quoted from Linerlytica), Premier Alliance will put ONE's 8,100TEU "One Continuity" into the Asia-Europe FE1 route, leaving Laem Chabang on October 19, passing Suez on November 9, and calling at Rotterdam on November 19; COSCO Shipping's 24,200TEU "OOCL" Spain" will make its first westbound Suez transit since the crisis on the AEU1/LL1 route on October 4. According to Linerlytica statistics, last week was the busiest week for container ships passing Suez since 2024 (30 ships of more than 4,000TEU). Since May, 140 container ships have completed the "structural switch" from the Cape of Good Hope to Suez (about 2 million TEU capacity).
The British government’s official announcement on October 1: This round of sanctions includes 23 individuals and entities, and 8 ships, of which 3 are “shadow fleet” ships, 2 provide bunkering services, and 3 are Russian ice-class ships (the announcement stated that some ships were only put into operation in July this year). The announcement also stated that the UK has so far sanctioned nearly 600 oil tankers for evading sanctions. At the same time, the UK has extended existing licensing arrangements to LNG to orient, A time-limited approach to support the energy security of South Korea and Japan. (Primary source: British Government Announcement)
Drewry's official assessment on October 1: The World Container Freight Index (WCI) fell 1% month-on-month to US$4,434/FEU. The Asia-Europe line fell for the 12th consecutive week - Shanghai-Rotterdam fell 2% to US$3,399, Shanghai-Genoa fell 3% to US$3,702; trans-Pacific differentiation - Shanghai-New York rose 1% to US$10,428, Shanghai-Los Angeles remained stable at US$7,835. The recovery of Suez traffic (+68% year-on-year in the 39th week) is injecting additional shipping capacity into the Asia-Europe line. Coupled with the National Day holiday factory shutdowns, Drewry expects freight rates to continue to fall next week.
According to reports from the International Shipping Network, Norwegian car carrier Global Car Carriers (GCC) has confirmed that it has ordered eight additional 8,600-space LNG dual-fuel car carriers from Chinese shipyards, bringing the total number of orders in this series to 20 ships. The total contract value is approximately US$2 billion (approximately 13.423 billion yuan). They will be delivered successively from 2028 to 2030. They will be built by multiple Chinese shipyards, setting a new record for a series of orders for car carriers from a single shipyard. Clarkson data shows that global PCTC orders on hand have reached 76, approaching the historical peak of 202,385 ships, of which Chinese shipyards have undertaken 74 ships; the current one-year lease rate for a 6,500-space PCTC has a daily rent of approximately US$85,000.
According to the International Shipping Network (via Clarkson): August 2026 global new ship orders were 176 ships/5.105 millionCGT, a decrease of 14.75% from July (217 ships/5.988 millionCGT) and a decrease of 8.15% from August last year. According to the nationality of shipowners, Chinese shipowners undertook 125 ships/4.027 millionCGT, accounting for 78.88% of the total CGT. From January to August, 2,449 new ships were signed globally, a year-on-year increase of 13.91%; global orders were 8,053 ships/216 millionCGT, and Chinese shipyards held 5,794 ships.