Weekly scheduled capacity passing through the Bab el-Mandeb strait last week reached 48% of pre-Houthi attack levels, according to Xeneta.
The fresh disruption includes lengthier berthing delays at the UAE ports of Fujairah and Khor Fakkan and strained feeder capacity on the trade after the recent attacks in the Strait of Hormuz.
With solid revenue maintained through most of 2026 and a strong end-of-year performance expected, the group has raised its full-year profit forecast by almost 8%.