Tuesday, 14 April 2026

Dear Valued Customer,

Following our previous Customer Advisories, we are providing an updated consolidated view on the ongoing geopolitical situation in the Middle East and its continued, critical impact on global air and ocean supply chains.

Recent geopolitical developments, including a ceasefire framework and ongoing diplomatic engagement, have introduced early signs of potential stabilization. However, the operational environment remains highly volatile, constrained, and far from normalized.

Direct discussions held this week with multiple top global ocean carriers confirm that the situation on the ground remains extremely fragile, and the coming days will be critical in determining the direction of recovery.

What initially evolved into a regional disruption has become a global supply chain crisis, and the industry is now entering a complex recovery phase, characterized by backlog clearance, network imbalances, and continued uncertainty.

In parallel, active negotiations are currently underway between Iran and the United States aimed at de-escalation. While these diplomatic efforts are being closely monitored, it is important to note that:

• The maritime security restrictions and blockages currently in place remain officially in effect
• There has been no formal or binding easing of navigational risk status communicated to carriers or insurers
• There are potential spillover risks, including threats of disruption or attacks impacting additional ports and maritime infrastructure across the broader Gulf region

As a result, carriers and logistics operators remain in a heightened risk posture, maintaining conservative operational and routing decisions until sustained and verifiable stability is established.

Employee Safety and Operational Status

Employee safety remains our highest priority. All JAS employees in the affected areas remain safe.

JAS continues to maintain precautionary measures in line with local authority guidance:

• Work-from-home protocols remain in place in Bahrain, Qatar, and the UAE where required
• Office attendance in Saudi Arabia remains normal

JAS remains fully operational across the region, with teams closely monitoring local developments and adhering to all safety protocols.

Global Energy Impact and Carrier Surcharges (Air & Ocean)

Global energy markets remain under pressure despite early de-escalation signals. Oil price volatility continues, driven by uncertainty around critical maritime corridors, particularly the Strait of Hormuz.

All major carriers continue to maintain and expand cost recovery measures globally, including:

• Emergency Fuel Surcharges and Emergency Bunker Adjustment Factors (EBAF)
• War Risk, Security, Congestion, and Market Disruption surcharges
• Peak-type surcharges and general rate increases

These measures continue to reflect:

• Reduced effective capacity due to rerouting and extended transit times
• Elevated insurance and war risk premiums
• Persistent congestion and equipment imbalances
• Increased operational complexity and security requirements

In addition, inland transportation and handling-related surcharges are increasingly being adjusted across regions, reflecting higher fuel costs and operational disruption at origin and destination.

It is important to highlight that carriers are expected to adjust these surcharges down only gradually, as underlying cost pressures and network disruptions will take time to normalize.

Air Freight – Current Impact and Global Implications

Air freight conditions remain constrained, with only partial and gradual capacity recovery.

Current conditions include:

• Reduced but slowly improving capacity to/from the Middle East
• Continued schedule volatility and last-minute changes
• Payload restrictions due to longer routings and fuel considerations
• Ongoing risk of delays and backlog recovery

While some Gulf hub capacity is being reinstated, significant volumes continue to be rerouted via alternative hubs, sustaining:

• Pressure on global air freight capacity
• Congestion at key alternative gateways
• Elevated rate levels

Ocean Freight – Current Impact and Maritime Developments

Ocean freight remains significantly disrupted, with recovery expected to be gradual and operationally complex.

Recent direct carrier feedback highlights:

• Strait of Hormuz transits remain reduced by more than 90%, with most carriers not yet resuming passage
• Carriers are maintaining a strict safety-first approach, prioritizing crew and cargo security before resuming normal routing
• Decisions on broader network normalization are expected in the coming days but remain uncertain

A critical factor impacting recovery:

• Approximately 1,000 merchant vessels remain delayed or “out of position” in the Persian Gulf
• The sequencing and repositioning of these vessels alone will take several weeks, even under stable conditions

Operationally, carriers continue to:

• Avoid high-risk areas and maintain alternative routings
• Utilize Cape of Good Hope diversions, regional hubs, and feeder networks
• Apply strict booking controls depending on trade lane and risk exposure

As a result, the market continues to experience:

• Extended transit times
• Reduced effective vessel and equipment availability
• Ongoing congestion across key hubs

Strait of Hormuz – Ongoing Risk and Managed Transit

Transit through the Strait of Hormuz remains highly restricted and conditional.

While authorities have indicated that passage may be possible under certain conditions, carriers confirm that:

• Most are not resuming transit until security conditions are fully assured
• Policies vary by carrier and are subject to rapid change

This remains one of the most critical risk points for global trade and energy flows.

Cost Environment – Structural Pressure and Delayed Normalization

Cost levels across the supply chain remain elevated and are expected to remain so in the near term.

Carriers report continued increases driven by:

• Bunker and fuel costs
• War risk and insurance premiums
• Rerouting and network adjustments
• Inland transportation and handling costs

What This Means for Your Shipments

• Shipments may still face delays, diversions, or revised routing
• Backlog clearance and vessel repositioning will impact schedules in the coming weeks
• Storage and flexible routing solutions remain key mitigation tools
• Additional surcharges, including inland-related adjustments, may apply depending on routing and location

Ocean Freight – War Risk and Emergency BAF

• Blue World Line (BWL) continues to apply War Risk Surcharges and Emergency BAFs
• Carriers maintain expanded surcharge structures globally

These reflect fuel, insurance, rerouting, and operational cost increases across the full logistics chain.

Inland Transportation

Inland transportation continues to be impacted globally by:

• Elevated fuel costs
• Network disruption and congestion
• Equipment and driver imbalances

Customers should expect continued adjustments in trucking, rail, and feeder-related charges.

JAS Mitigation Measures and Customer Guidance

JAS remains fully mobilized globally to:

• Monitor developments in real time through direct carrier engagement
• Deploy alternative and multimodal routing solutions
• Support backlog management and recovery planning
• Secure capacity for critical shipments

Recommended customer actions:

• Share updated forecasts regularly
• Confirm bookings as early as possible
• Review insurance coverage, including war risk
• Consider flexible routing and transit options
• Plan for continued volatility in transit times and costs

We strongly recommend remaining in close contact with your JAS account representative to assess shipment-specific risks, routing alternatives, and cost implications.

While early signs of stabilization are emerging, the situation remains highly dynamic, and recovery will take time, particularly as networks are rebalanced and backlog is cleared.

JAS will continue to monitor developments closely and provide further updates.
Your supply chain continuity—and the safety of our people—remain our top priorities.

Yours sincerely,
JAS Worldwide Management

Tuesday, 31 March 2026

Dear Valued Customer,

Following our previous Customer Advisories, we are providing an updated consolidated view on the ongoing geopolitical escalation in the Middle East and its continued, very critical impact on global air and ocean supply chains.

As widely reported in the news, the situation has further deteriorated in recent days. What initially began as a regional disruption has clearly evolved into a global supply chain crisis, affecting capacity, congestion, transit times, service reliability, and logistics costs worldwide. The environment remains highly volatile, fluid, and subject to sudden change.

Employee Safety and Operational Status

Employee safety remains our highest priority. At this time, all JAS employees in the affected areas remain safe.

As a precautionary measure and in line with local authority guidance, JAS continues to operate work‑from‑home arrangements in Bahrain, Qatar, and the UAE, while office attendance in Saudi Arabia remains normal. JAS remains fully operational across the region, with teams closely following all local safety instructions and protocols.

Global Energy Impact and Carrier Surcharges (Air & Ocean)

Global energy markets remain under extreme pressure. Oil prices have risen sharply following the escalation of hostilities and ongoing uncertainty around critical maritime corridors, particularly the Strait of Hormuz.

As a direct consequence, all major air and ocean carriers continue to announce and expand cost recovery measures across their global networks, including but not limited to:

• Emergency Fuel Surcharges and Emergency Bunker Adjustment Factors (EBAF)
• War Risk, Security, Congestion, and Market Disruption surcharges
• Peak‑type surcharges and general rate increases
• Expanded surcharge applicability beyond traditional Middle East trade lanes

It is important to emphasize that these surcharges are not driven solely by fuel increases. They also reflect:

• Loss of effective capacity due to rerouting and longer transit times
• Higher insurance and war risk premiums
• Network imbalances, equipment shortages, and congestion
• Increased operational and security costs

These measures are global in nature and are impacting shipments worldwide, not only those moving to, from, or via the Middle East.

Air Freight – Current Impact and Global Implications

Air freight conditions remain extremely challenging.

Despite short periods of partial stabilization, capacity to and from the Middle East has tightened again, with several carriers announcing further service suspensions, reductions, or last‑minute schedule changes.

Current conditions include:

• Severely constrained capacity on Middle East trade lanes
• Ongoing cancellations and short‑notice schedule changes
• Payload restrictions due to longer routings and higher fuel uplift
• Elevated risk of delays, rollovers, and backlog accumulation

The continued loss of Gulf hub transit capacity—particularly impacting Asia–Europe and Asia–Americas flows—is generating significant global knock‑on effects. Cargo from Southeast Asia, the Indian Subcontinent, and Oceania is increasingly being rerouted via China and Hong Kong, leading to:

• Further tightening of global air freight capacity
• Increased congestion at alternative hubs
• Sustained upward pressure on air freight rates

All major airlines have announced global Fuel Surcharge (FSC) increases, reflecting both rising fuel prices and broader market disruption.

Ocean Freight – Current Impact and Maritime Developments

Ocean freight continues to face structural and escalating challenges.

Heightened security risks across key maritime corridors—including the Strait of Hormuz, Red Sea, Bab el Mandeb, and the broader Suez Canal corridor—are materially disrupting vessel operations.

Following recent war risk insurance decisions:

• Multiple ocean carriers have suspended or restricted services to the Arabian Gulf
• Booking acceptance remains limited and subject to frequent change
• Containers already released for export stuffing may no longer be accepted
• Vessels en route may be diverted to alternative safe ports

While ports such as Salalah have partially reopened, operations remain constrained. Congestion and slower handling continue across several regional hubs.

As carriers increasingly reroute vessels via the Cape of Good Hope, the market is experiencing:

• Significantly extended transit times
• Reduced effective vessel and equipment capacity
• Substantial additional fuel and operational costs

These effects are now creating global ripple impacts well beyond the Middle East region.

Strait of Hormuz – Ongoing Risk and Uncertainty

Iran has communicated that non‑hostile vessels may transit the Strait of Hormuz under specific conditions; however, restrictions based on perceived vessel affiliation remain subject to interpretation.

Given the strategic importance of the Strait—through which a significant share of global oil and LNG normally transits—any further escalation or restriction continues to represent a major risk to global trade, energy markets, and freight costs.

Advance coordination, risk assessment, and contingency planning remain essential.

What This Means for Your Shipments

• Ocean shipments to the Middle East and Gulf region require explicit and updated carrier booking confirmations
• Shipments already loaded or positioned will be managed case by case to mitigate unnecessary cost exposure
• Cargo already at sea may be diverted, requiring revised onward instructions
• Temporary storage solutions can be arranged where appropriate to limit demurrage and detention
• End‑of‑Voyage Declarations may be issued by carriers; where applicable, Blue World Line (BWL) will issue corresponding declarations in line with BWL Bill of Lading Terms and Conditions, Section 11

Ocean Freight – War Risk and Emergency BAF

In line with broader market developments:

• Blue World Line (BWL) has published applicable War Risk Surcharges and Emergency BAFs
• All major ocean carriers continue to expand Emergency BAF applicability across global networks

These surcharges reflect fuel, security, insurance, rerouting, and operational cost increases and are not limited solely to Middle East routes.

Inland Transportation

Sustained high energy prices are also impacting inland transportation globally. Trucking, rail, and feeder services continue to adjust fuel indices, resulting in higher first‑ and last‑mile costs, drayage charges, and inland haulage rates across multiple regions.

JAS Mitigation Measures and Customer Guidance

JAS remains fully mobilized globally to:

• Monitor carrier, port, airspace, insurance, and regulatory developments in real time
• Deploy alternative routings and multimodal solutions where feasible
• Secure and prioritize capacity for critical shipments
• Support customer contingency planning through clear and timely communication

Recommended customer actions:

• Share updated shipment forecasts where possible
• Confirm bookings as early as feasible
• Review insurance coverage, including war risk provisions
• Consider flexible routing and transit time alternatives
• Factor ongoing congestion and cost volatility into planning

We strongly recommend remaining in close contact with your JAS account representative to review shipment‑specific risks, mitigation options, routing alternatives, and potential cost implications prior to execution.

This situation remains highly fluid. JAS will continue to monitor developments closely and will issue further updates as conditions evolve.

Your supply chain continuity—and the safety of our people—remain our top priorities.

Yours sincerely,
JAS Worldwide Management

Wednesday, 25 March 2026

Dear Valued Customer,

Following our previous Customer Advisories, we are providing a further consolidated update on the evolving geopolitical situation in the Middle East and its continued global impact across air and ocean supply chains.

What began as a regional disruption has clearly developed into a global supply‑chain crisis, impacting capacity, congestion, transit times, service reliability, and logistics costs well beyond the Middle East. The situation remains highly dynamic and continues to intensify worldwide.

Employee Safety and Operational Status

Employee safety remains our highest priority. At this time, all JAS employees in the affected areas remain safe.

As a precautionary measure and in line with local authority guidance, JAS continues to operate with work‑from‑home arrangements in Bahrain, Qatar, and the UAE, while office attendance in Saudi Arabia remains normal. JAS remains fully operational across the region, and our teams continue to follow all local safety instructions and protocols.

Global Energy Impact and Carrier Surcharges (Air & Ocean)

Sharp increases in oil and gas prices have materialized and continue to persist. As a direct consequence, airlines and ocean carriers have announce multiple cost‑recovery measures across their entire global networks, including:

• Emergency Fuel Surcharges and Emergency Bunker Adjustment Factors (EBAF)
• War Risk, Congestion, and Peak‑Season‑type surcharges
• General rate increases across air and ocean services

These surcharges are global in nature and are not limited to routes to, from, or via the Middle East. They are impacting shipments worldwide as carriers seek to recover higher fuel, security, insurance, and operational costs.

Air Freight – Current Impact and Global Implications

Air freight conditions to and from the Middle East have deteriorated again after a short period of relative stabilization.

Several major carriers have announced further service suspensions or reductions.

As a result, both direct flights and connecting routings to and from the Middle East are increasingly impacted.

Current conditions include:

• Extremely limited capacity on Middle East trade lanes
• Ongoing cancellations and short‑notice schedule changes
• Payload restrictions and longer routings
• Higher risk of delays, rollovers, and backlog accumulation

The loss of Gulf transit capacity—particularly on Asia–Europe and Asia–Americas flows—continues to generate global knock‑on effects. Cargo from Southeast Asia, the Indian Subcontinent, and Oceania is increasingly being rerouted via China and Hong Kong, resulting in:

• Further tightening of global air freight capacity
• Increased congestion at alternative hubs
• Continued upward pressure on air freight rates

All major airlines have announced Fuel Surcharge (FSC) increases, driven by rising fuel prices and broader cost escalation. These FSC increases are being applied globally, well beyond the Middle East.

Ocean Freight – Current Impact and Maritime Developments

Ocean freight continues to face more severe and structural challenges.

Heightened security risks across critical maritime corridors—including the Strait of Hormuz, Red Sea, Bab el‑Mandeb Strait, and the broader Suez Canal corridor—have materially disrupted vessel operations.

Following recent decisions by marine insurers regarding war‑risk coverage:

• Several ocean carriers have suspended or limited services to the Arabian Gulf
• Empty containers already released for export stuffing may no longer be accepted
• Vessels currently enroute may be diverted to the next safe port of discharge

Ports in Oman, including Salalah and Sohar, were temporarily impacted following confirmed incidents. Salalah has since reopened, though operations remain constrained. The UAE port of Khor Fakkan remains operational; however, congestion and slower handling times persist.

As carriers reroute services via alternative paths, including the Cape of Good Hope, the market is experiencing:

• Extended transit times
• Reduced effective vessel and equipment capacity
• Significant additional fuel and operational costs

These effects are generating global ripple impacts well beyond the Gulf region.

Strait of Hormuz – Regulatory and Transit Considerations

Iran has formally communicated to the International Maritime Organization (IMO) that non‑hostile vessels may transit the Strait of Hormuz, subject to specific conditions. These include compliance with Iranian safety and security requirements and prior coordination with Iranian authorities.

Iran has also stated that vessels considered linked to the United States, Israel, or parties involved in attacks against Iran may be restricted from passage. The determination of when a vessel is considered “linked” remains a grey area and subject to interpretation.

Given this uncertainty, advance coordination and risk assessment prior to transit remain critical.

What This Means for Your Ocean Shipments

• Until further notice, ocean shipments to the Middle East and Gulf region require explicit, updated carrier booking confirmations
• Containers already loaded or positioned for export will be managed case by case to minimize unnecessary cost exposure
• Shipments already at sea may be diverted to alternative ports, with onward instructions required
• Where appropriate, JAS can arrange temporary cargo storage to mitigate demurrage and detention exposure
• In certain cases, carriers may issue End of Voyage Declarations. Where applicable, Blue World Line (BWL) will issue corresponding declarations. Additional costs and surcharges may apply in accordance with BWL Bill of Lading Terms and Conditions, Section 11

Ocean Freight – War Risk and Emergency BAF

In line with broader market developments:

• JAS’s NVOCC, Blue World Line (BWL), has published applicable War Risk Surcharges and Emergency Bunker Adjustment Factors
• All major ocean carriers have announced Emergency BAFs globally, reflecting increased fuel, security, and operational costs

These Emergency BAFs apply across global networks and are not limited solely to Middle East routes.

Inland Transportation

Sustained increases in oil prices are also impacting inland transportation globally. Higher fuel costs are affecting trucking, rail, and feeder services worldwide, resulting in increased first‑ and last‑mile costs, drayage charges, and inland haulage rates across multiple regions.

JAS Mitigation Measures and Customer Guidance

JAS remains fully mobilized globally to:

• Monitor carrier, port, airspace, insurance, and regulatory developments in real time
• Deploy alternative routings and multimodal solutions where feasible
• Secure and prioritize available capacity for critical cargo
• Support customer contingency planning with clear and timely communication

Recommended customer actions:

• Share updated shipment forecasts where possible
• Confirm bookings as early as feasible
• Review insurance coverage and applicable regional restrictions
• Consider flexible routing and transit‑time alternatives
• Factor potential congestion and cost volatility into planning

We strongly recommend remaining in close contact with your JAS account representative to review shipment‑specific risks, mitigation options, routing alternatives, and potential cost implications prior to execution.

This situation remains fluid. JAS will continue to monitor developments closely and will issue further updates should material changes occur.

Your supply‑chain continuity—and the safety of our people—remain our top priorities.

Yours sincerely,
JAS Worldwide Management

Thursday, 19 March 2026

Dear Valued Customer,

Following our previous Customer Advisories, including our update dated 12 March 2026, we are issuing this communication to provide a further current status update on the evolving geopolitical situation in the Middle East and its continued global impact on air and ocean supply chains.

What began as a regional disruption has clearly developed into a global supply‑chain event, impacting capacity, congestion, transit times, service reliability, and logistics costs well beyond the Middle East. The situation remains highly dynamic and continues to evolve on a daily basis.

Employee Safety and Operational Status

Employee safety remains our highest priority. At present, all JAS employees in the affected areas remain safe.

As a precautionary measure and in line with local authority guidance, JAS continues to operate with work‑from‑home arrangements in Bahrain, Qatar, and the UAE, while office attendance in Saudi Arabia remains normal. JAS remains fully operational across the region.

Missile and drone activity continues on an almost daily basis in parts of the region. Residents regularly receive mobile alerts advising them to seek indoor shelter and avoid windows until further notice, followed by confirmations once it is safe to resume normal activities. Our teams are closely following all local safety instructions and protocols.

Over the last weekend, the port of Fujairah was impacted, and earlier this week a drone incident temporarily affected operations at Dubai International Airport (DXB). Airport operations have since resumed, with Emirates (EK) reinstating flights, albeit at reduced capacity. With airspace across the UAE and neighboring Gulf countries only partially open, air shipments continue to be received from key origins, though at significantly reduced volumes compared to pre‑crisis levels.

Air Freight – Current Impact and Global Implications

Air freight capacity across the region remains extremely constrained.

Gulf carriers have gradually resumed limited freighter operations, primarily for repositioning, essential cargo, and backlog clearance, subject to regulatory approval. At the same time, several international carriers continue to suspend services to certain destinations, while national carriers operate on a reduced and highly selective basis.

As a result:

• Overall air freight capacity remains very limited
• Flight schedules and routings are subject to short‑notice changes
• Delays, rollovers, and space constraints should be expected

The impact is now spreading well beyond the Middle East. Cargo flows from Southeast Asia, the Indian Subcontinent, and Oceania are increasingly being rerouted via China and Hong Kong, placing additional pressure on trade lanes that were previously less affected. This has led to:

• Further tightening of capacity across the global air freight network
• Increased congestion at alternative hubs
• Continued upward pressure on rates

Global Air Freight Implications

• Reduced global capacity: Aircraft redeployments, route extensions, and service suspensions are tightening availability across key trade lanes.
• Far East–Europe & Asia–Middle East corridors: These lanes are seeing particularly strong capacity constraints.
• Rate volatility: Ongoing upward pressure on air freight rates is expected due to sustained capacity limitations.
• War risk and fuel surcharges: Airlines continue to introduce or review war risk surcharges and fuel surcharge adjustments as geopolitical risks and fuel prices remain elevated.

Customers should anticipate potential delays or cancellations, limited space availability, and short‑notice rate adjustments in the coming days and weeks.

Ocean Freight – Current Impact and Maritime Developments

Ocean freight continues to face more severe and structural challenges.

Following recent decisions by marine insurers regarding war risk coverage, many shipping lines have stopped accepting new bookings to and from the Middle East. Expanded exclusion zones across parts of the Gulf of Oman and surrounding waters have further limited carrier operations.

As a result:

• Several shipping lines have suspended services to the Arabian Gulf
• This suspension also applies to empty containers already released for stuffing and intended for export
• Vessels currently en route are being diverted to the next safe port of discharge

Ports in Oman, including Salalah and Sohar, were temporarily impacted following confirmed incidents. Salalah has since reopened, though operations remain constrained. The UAE port of Khor Fakkan remains operational, but congestion and slower handling times persist due to capacity limitations.

Alternative routing via Saudi Arabian ports, including Jeddah and King Abdullah Port, remains feasible. However, many importers are currently delaying new orders amid uncertainty and in anticipation of potential de‑escalation.

What This Means for Your Ocean Shipments

• All ocean shipments to the Middle East and Gulf region require explicit, updated carrier booking confirmations, which remain limited and subject to change.
• Shipments already at sea may be diverted to alternative ports, where cargo will be discharged and made available for onward instructions.
• Available options may include delivery at the contingency port, onward transport by road or rail (subject to feasibility), or change of destination, all on a case‑by‑case basis.
• To mitigate exposure to storage, demurrage, or detention charges, JAS can—where appropriate and in coordination with you—collect and temporarily store cargo until departures resume.
• In certain cases, carriers may issue End of Voyage Declarations. Where applicable, Blue World Line (BWL) will issue corresponding declarations. Customers will be notified as early as possible.
  Additional costs and surcharges may apply in accordance with the Bill of Lading Terms and Conditions, Section 11 (Matters Affecting Performance).

Inland Transportation

In addition to carrier surcharges, the sustained increase in oil prices is also impacting inland transportation costs globally. Higher fuel prices are affecting trucking, rail, and feeder movements to and from airports and seaports worldwide, leading to increased first‑ and last‑mile costs, drayage charges, and inland haulage rates across multiple regions. These cost pressures are being observed well beyond the Middle East and are contributing to overall logistics cost escalation on a global basis.

JAS Mitigation Measures and Customer Guidance

JAS remains fully mobilized globally to:

• Monitor carrier, port, airspace, and regulatory developments in real time
• Deploy alternative routings and multimodal solutions where feasible
• Secure and prioritize available capacity for critical cargo
• Support customer contingency planning with clear, timely communication

Recommended Customer Actions

To support continuity and planning during this period, we recommend that customers:

• Share updated shipment forecasts where possible
• Confirm bookings as early as feasible to secure limited capacity
• Review insurance coverage and any applicable regional restrictions
• Consider flexible routing and transit‑time alternatives
• Factor potential port congestion into safety‑stock planning

We strongly recommend remaining in close and regular contact with your JAS account representative for shipment‑specific guidance.

As the situation continues to evolve rapidly, we remain in close coordination with our partners and local authorities. Our teams are actively adapting to changing conditions to minimize disruption and keep supply chains moving.

This situation remains fluid. JAS will continue to monitor developments closely and will issue further updates should meaningful changes occur.

Your supply chain continuity—and the safety of our people—remain our top priorities.

Yours sincerely,
JAS Worldwide Management

Thursday, 12 March 2026

Dear Valued Customer,

Following our Customer Advisory dated 6 March 2026, we are issuing this updated and consolidated communication to provide additional clarity on the rapidly evolving geopolitical situation in the Middle East and its ongoing global ripple effects across air and ocean supply chains.

What began as a regional disruption has now clearly developed into a global supply chain event, impacting capacity, congestion, transit times, service reliability, and logistics costs well beyond the Middle East. The situation remains highly dynamic and continues to intensify worldwide.

Global Energy Impact and Carrier Surcharges
A sharp increase in oil and gas prices has materialized, and market observations continue to confirm this trend. As a result, airlines and ocean carriers have announced—or are expected to announce—multiple cost recovery measures, including:

• Emergency Fuel and Emergency Bunker Surcharges
• War Risk, Congestion, and Peak‑Season‑type surcharges
• General rate increases across air and ocean networks

These surcharges are not limited to routes to, from, or via the Gulf region and are impacting carriers’ entire global networks, affecting shipments worldwide.

Shipping Lane Closures and Global Maritime Impact

Heightened security risks across critical maritime corridors—including the Strait of Hormuz, Red Sea, Bab el‑Mandeb Strait, and the Suez Canal corridor—have materially disrupted vessel operations.

Multiple ocean carriers have suspended or limited transits through these areas and are rerouting services via alternative routes, including the Cape of Good Hope, resulting in:

• Extended transit times
• Reduced effective vessel and equipment capacity
• Significant additional operational and fuel costs

As a direct consequence, feeder services into the Gulf are being reduced and further ripple effects across non‑Gulf trade lanes are expected.

What This Means for Your Ocean Shipments

• Until further notice, ocean shipments to the Middle East and Gulf region require explicit, updated carrier booking confirmations, which remain limited.
• To mitigate exposure to storage, demurrage, or detention charges, JAS can—where appropriate and in coordination with you—collect and temporarily store cargo until departures resume.
• Containers already loaded or positioned for export will be handled case by case, in close consultation with you, with a focus on minimizing unnecessary cost exposure.
• For cargo already at sea, JAS is coordinating directly with carriers to determine discharge options, alternative ports, or continued transit.
• In certain instances, some carriers have begun to issue “End of Voyage Declarations”. For such cases, Blue World Line (BWL), JAS’s NVOCC, must also issue End of Voyage Declarations. We will notify you as soon as possible of such declarations. Additional costs, surcharges, and discharge-related expenses, including but not limited to handling, storage, and any ancillary charges, may apply in these instances. You will be responsible for payment of the additional costs in accordance with the BWL Bill of Lading Terms and Conditions, Section 11 (Matters Affecting Performance).

Airspace Restrictions and Global Airfreight Consequences

Widespread airspace restrictions across parts of the Middle East continue to severely impact global airfreight flows, reducing capacity, increasing transit times, and creating volatility in pricing and service reliability.

While limited operations have resumed through select Gulf hubs, these remain constrained and focused primarily on essential cargo and backlog clearance. As a result:

• Effective capacity remains limited
• Payload restrictions and longer routings persist
• Rates continue to rise as demand shifts to alternative gateways
• The loss of Gulf transit capacity—particularly on Asia–Europe and Asia–Americas flows—continues to generate global knock‑on effects.

What This Means for Your Air Shipments

• Air cargo already in airline custody, including transit cargo via the Gulf, may be temporarily held at airports, with significant storage charges applying.
• Customers may continue to register shipments with JAS. Where appropriate, we can collect and store cargo outside airport facilities and dispatch on a first‑come, first‑served basis as capacity becomes available.

Alternative Air & Multimodal Routing – Ready to Operate for Dubai

In line with our mitigation strategy, JAS is ready to operate bonded air‑to‑road solutions into Dubai, providing customers with practical alternatives while direct air capacity remains constrained.

Available gateways include:

• Muscat (Oman) – air cargo with bonded trucking into Dubai
• Dammam (Saudi Arabia) – air cargo with bonded trucking into Dubai
• Riyadh (Saudi Arabia) – air cargo with bonded trucking into Dubai

These solutions are fully prepared for deployment, subject to shipment confirmation and operational feasibility. Transit times, availability, and costs will be assessed case by case.

Additional Update – As of Today

Ocean Freight Contingency Routing

In addition to the above, JAS has built and activated effective contingency routing solutions for Ocean Freight, including:

• Alternative port options outside the most affected corridors
• Multimodal routing solutions, where operationally viable, to support continuity of supply

These solutions are being deployed case by case and will continue to evolve as carrier networks and port conditions change.

Ocean Freight – War Risk and Emergency BAF

In line with the broader carrier market:

• JAS’s NVOCC – Blue World Line (BWL) has published applicable War Risk Surcharges and Emergency Bunker Adjustment Factors (EBAF)
• All major ocean carriers have announced Emergency BAFs globally, reflecting increased fuel, security, and operational costs

These Emergency BAFs are global in nature and not limited solely to Middle East routes.

Air Freight – Fuel Surcharge Increases

On the airfreight side, all major airlines have announced Fuel Surcharge (FSC) increases, driven by the sharp rise in oil prices and broader operating cost escalation linked to the conflict.

These FSC increases are being applied globally, impacting air cargo flows well beyond the Middle East.

JAS Mitigation Measures and Customer Guidance

JAS remains fully mobilized globally to:

• Monitor carrier, port, airspace, and regulatory developments in real time
• Deploy alternative routings and multimodal solutions where feasible
• Secure and prioritize available capacity for critical cargo
• Support customer contingency planning with clear, timely communication

We strongly recommend remaining in close and regular contact with your JAS account representative to review shipment‑specific risks, mitigation options, routing alternatives, and potential cost implications before shipment execution.

This situation remains fluid. JAS will continue to monitor developments closely and provide further updates as conditions evolve.

Your supply chain continuity remains our top priority.

Yours sincerely,

JAS Worldwide Management

Friday, 6 March 2026

Dear Valued Customer,

We are issuing this Customer Advisory to provide an updated and consolidated view of the rapidly evolving geopolitical situation in the Middle East and its immediate and near‑term ripple effects on global supply chains across all major trade lanes.

What began as a regional disruption has now expanded into a global supply‑chain event, impacting capacity, congestion, transit times, service reliability, and logistics costs well beyond the Middle East. The situation remains highly dynamic and continues to intensify worldwide.

Global Energy Impact and Carrier Surcharges

A sharp short‑term increase in oil and gas prices is expected, and initial market observations confirm this trend. As a result, airlines and shipping lines have begun announcing, or are expected to announce shortly:

• Emergency Fuel and Emergency Bunker Surcharges
• War Risk, Congestion, and Peak‑Season‑type surcharges
• General rate increases across air and ocean networks

These surcharges are not expected to be limited to routes to/from/via the Gulf region and will likely affect carriers’ entire route networks, impacting shipments globally.

Shipping Lane Closures – Global Maritime Impact

The Strait of Hormuz, one of the world’s most critical maritime corridors for energy and commercial cargo, has been declared closed to vessel traffic following escalating military activity in the region.

In parallel, heightened security risks have materially impacted the Red Sea, Bab el‑Mandeb Strait, and Suez Canal corridor. Multiple ocean carriers have suspended or limited transit through these waterways and are rerouting affected services via the Cape of Good Hope.

These actions are:

• Extending transit times
• Reducing effective vessel and equipment capacity
• Triggering significant additional operational costs

As a direct result, major ocean carriers have suspended or rerouted vessels, feeder services into the Gulf are being reduced, and further ripple effects across non‑Gulf trade lanes are expected.

What This Means for Your Ocean Shipments

• Until further notice, sea freight shipments to the Middle East and the Gulf region can only be collected with explicit, updated booking confirmations from the shipping lines. Currently, this is generally not possible.
• To avoid costly storage, demurrage, or detention charges, JAS can—if required and in coordination with you—collect and temporarily store cargo and load containers once departures resume.
• Containers already loaded and designated for export will be handled in close consultation with you. Where operationally feasible, we strongly recommend stopping cargo outside ports and transferring goods to storage facilities to minimize cost exposure.
• For cargo already at sea, JAS is coordinating directly with carriers. Depending on voyage stage, carriers will determine whether cargo can be discharged at alternative ports or must remain on board. We will advise accordingly on a case‑by‑case basis.

Airspace Restrictions – Global Airfreight Consequences

Widespread airspace restrictions across parts of the Middle East continue to severely impact global airfreight flows, reducing capacity, increasing transit times, and adding volatility to pricing and service reliability.

A limited number of Gulf‑based airlines have reintroduced highly controlled freighter and passenger operations via hubs such as Dubai and Abu Dhabi, including selective acceptance of transit cargo from certain Asian origins. These operations remain primarily focused on backlog clearance and essential commodities.

Looking ahead:

• Additional freighter capacity may be phased in during March, subject to regulatory approvals and operational feasibility.
• Payload restrictions, longer routings, and operational volatility continue to limit effective capacity.
• Rates are rising as demand is displaced to alternative routings and block‑space commitments are adjusted.

The loss of Gulf transit capacity—particularly for Asia–Europe and Asia–Americas flows—is creating global knock‑on effects, with space shortages and pricing pressure extending well beyond the region.

What This Means for Your Air Shipments

• Air freight shipments already in airline custody, including transit cargo via the Gulf, are currently stopped and temporarily stored at airports. Airport storage charges will apply and are significant.
• Customers may continue to register air shipments with JAS. Where appropriate, we can collect and store cargo more cost‑effectively than at airports and dispatch on a first‑come, first‑served basis as capacity resumes.

Alternative Air & Multimodal Routing – Ready to Operate for Dubai

 In line with our mitigation strategy, JAS is ready to operate bonded air‑to‑road solutions into Dubai, providing customers with a practical alternative while direct air capacity remains constrained.

These solutions are fully prepared for deployment and can operate on a scheduled basis, up to three times per week, subject to shipment confirmation and operational feasibility.

Air Freight Gateways with Bonded Trucking into Dubai

• Muscat (Oman): Air cargo via Muscat International Airport, with bonded trucking into Dubai
• Dammam (Saudi Arabia): Air cargo via Dammam International Airport, with bonded trucking into Dubai
• Riyadh (Saudi Arabia): Air cargo via Riyadh, with bonded trucking into Dubai

These options are designed to support shipment continuity into Dubai under current conditions. Transit times, availability, and costs will be assessed case by case.

Port Congestion – Immediate and Near‑Future Ripple Effects

Near‑term congestion is expected at Gulf ports. In addition, increased transshipment pressure is anticipated at Asian hubs such as Singapore, Tanjung Pelepas, and Port Klang.

As uncertainty around final delivery grows, carriers may temporarily cease loading Gulf‑destined cargo, creating bottlenecks with global knock‑on effects.

JAS Mitigation Measures & Customer Guidance

 JAS remains fully mobilized globally to:

• Monitor carrier, port, airspace, and regulatory developments in real time
• Secure and prioritize available capacity for critical cargo
• Identify and deploy alternative routings where operationally viable
• Enhance shipment visibility and support customer contingency planning

We strongly recommend remaining in close and regular contact with your JAS account representative to review shipment‑specific risks, mitigation strategies, and available options.

This situation remains fluid. JAS will continue to monitor developments closely and provide updates as conditions evolve.

Your supply‑chain continuity remains our top priority.

Yours sincerely,
JAS Worldwide Management

Wednesday, 4 March 2026

Dear Valued Customer,

We are issuing this Customer Advisory to update you on the rapidly evolving geopolitical situation in the Middle East and its immediate and near-term ripple effects on global supply chains across all major trade lanes.

What began as regional disruption is already extending beyond the Middle East and is intensifying globally, impacting capacity, congestion, transit times, and logistics costs worldwide.

As a result, a sharp short-term increase in oil and gas prices is expected, and initial market observations confirm this assessment. Consequently, increases in carrier surcharges (air & sea) for bunker and fuel are expected within the next few days, or the introduction of emergency fuel or emergency bunker surcharges. These surcharges are not expected to be limited to routes to/from/via the Gulf region but will likely affect the carriers’ entire route networks.

Shipping Lane Closures – Global Maritime Impact

The Strait of Hormuz, one of the world’s most critical maritime corridors for energy and commercial cargo, has been declared closed to vessel traffic following escalating military activity in the region. In parallel with Persian Gulf disruptions, heightened security risks associated with the conflict have materially impacted the Red Sea, Bab el-Mandeb Strait, and Suez Canal corridor. Multiple ocean carriers have suspended or limited transit through these waterways and are rerouting affected services via the Cape of Good Hope.

These actions are extending transit times, reducing effective vessel and equipment capacity, and triggering additional operational costs.

As a direct result, major ocean carriers have suspended or rerouted vessels, and feeder services into the Gulf are being reduced. These developments are expected to create further ripple effects across non-Gulf trade lanes.

What This Means for Your Shipments

• Until further notice, we can only collect sea freight shipments to the Middle East and the Gulf region if we receive explicit updated booking confirmations from the shipping lines. Currently, this is not possible. To avoid costly storage charges (storage/demurrage or detention), we can, if required and in coordination with you, collect and temporarily store your deliveries and load them into containers once departures resume. Should you require such interim storage solutions, please contact us.
• Containers already loaded and designated for export to the affected regions will be handled in consultation with you. To minimize costs, we strongly recommend—where operationally still feasible—that goods should be stopped outside the ports and that containers be unloaded and the goods transferred to storage facilities instead. In the event of a multi-week disruption of transport routes, very high storage or detention costs can otherwise be expected. We will clarify on a case-by-case basis whether cargo already delivered to export ports can be retrieved.
• For cargo already loaded and at sea, we are in contact with the shipping lines. Depending on the stage of the voyage, carriers will determine the appropriate course of action for each vessel and decide whether goods can be discharged at alternative ports or must remain on board for the time being. We will inform you as soon as possible.

Airspace Restrictions – Global Airfreight Consequences

Widespread airspace restrictions across parts of the Middle East are severely impacting global airfreight flows, reducing capacity, increasing transit times, and adding volatility to pricing and service reliability.

What This Means for Your Shipments

• Air freight shipments to and from the affected region that are already in custody of the airlines are stopped and temporarily stored at the airports. This also applies to shipments booked for transit flights via the Gulf region. Storage charges will be incurred for warehousing at the airlines and will be charged to your goods. Airport storage rates are significant; please take this into account in your calculations. We are in close contact with the airlines regarding the modalities for onward transportation of your shipments and will inform you as soon as possible.
• Due to the immense cargo capacity usually offered by the major Gulf-region airlines (including transit traffic, especially to and from Asia), available space on alternative routes is rapidly becoming scarce, and rates are already rising. You may continue to register your air freight shipments and have them collected by JAS. We can store them for you more cost-effectively than at the airport and dispatch them on a first-come, first-served basis as soon as flights resume. Please contact us promptly.

Port Congestion – Immediate and Near-Future Ripple Effects

Near-term congestion is expected at Gulf ports. In addition, increased transshipment pressure is anticipated at Asian hubs such as Singapore, Tanjung Pelepas, and Port Klang. As uncertainty around final delivery grows, carriers may temporarily cease loading Gulf-destined cargo, creating bottlenecks with global knock-on effects.

Increased Rates & Surcharges

Airlines and Shipping lines have begun announcing conflict-related rate increases and surcharges due to the high intensity Military Conflict and Combat Operations in the Middle East, including war risk and congestion surcharges (e.g., in the form of Peak Season Surcharges or War Risk Surcharges). Furthermore, due to the rise in oil prices, the short-term introduction of (Emergency) Bunker Surcharges and (Emergency) Fuel Surcharges must be expected. This will foreseeably also apply to your shipments to regions other than the Middle East/Persian Gulf, as the increase in oil prices affects overall fuel costs, regardless of the trade lane.

JAS Mitigation Measures

JAS is coordinating closely with carriers, identifying alternative routings, monitoring congestion risks, enhancing shipment visibility, and prioritizing critical cargo.

We strongly recommend remaining in close and regular contact with your JAS account representative to review shipment-specific risks, mitigation strategies, and contingency options.

This situation remains fluid. JAS will continue to monitor developments closely and provide updates as conditions evolve. Your supply chain continuity remains our top priority.

Yours sincerely,

JAS Worldwide Management

Monday, 2 March 2026

Dear Valued Customer,

We are issuing this Global Customer Advisory to update you on the rapidly evolving geopolitical situation in the Middle East and its immediate and near-term ripple effects on global supply chains across all major trade lanes.

What began as regional disruption is already extending beyond the Middle East and is intensifying globally, impacting capacity, congestion, transit times, and logistics costs worldwide.

1. Shipping Lane Closures – Global Maritime Impact

The Strait of Hormuz, one of the world’s most critical maritime corridors for energy and commercial cargo, has been declared closed to vessel traffic following escalating military activity in the region.

In parallel with Persian Gulf disruptions, heightened security risks associated with the conflict have materially impacted the Red Sea, Bab el-Mandeb Strait, and Suez Canal corridor. Multiple ocean carriers have suspended or limited transit through these waterways and are rerouting affected services via the Cape of Good Hope.

These actions are extending transit times, reducing effective vessel and equipment capacity, and triggering additional operational costs.

As a direct result, major ocean carriers have suspended or rerouted vessels, and feeder services into the Gulf are being reduced. These developments are expected to create further ripple effects across non-Gulf trade lanes.

2. Airspace Restrictions – Global Airfreight Consequences

Widespread airspace restrictions across parts of the Middle East are severely impacting global airfreight flows, reducing capacity, increasing transit times, and adding volatility to pricing and service reliability.

3. Port Congestion – Immediate and Near-Future Ripple Effects

Near-term congestion is expected at Gulf ports. In addition, increased transshipment pressure is anticipated at Asian hubs such as Singapore, Tanjung Pelepas, and Port Klang. As uncertainty around final delivery grows, carriers may temporarily cease loading Gulf-destined cargo, creating bottlenecks with global knock-on effects.

4. Increased Rates & Surcharges

Airlines and Shipping lines have begun announcing conflict-related rate increases and surcharges due to the high intensity Military Conflict and Combat Operations in the Middle East, including war risk and congestion surcharges (e.g., in the form of Peak Season Surcharges or War Risk Surcharges). Furthermore, due to the rise in oil prices, the short-term introduction of (Emergency) Bunker Surcharges and (Emergency) Fuel Surcharges must be expected. This will foreseeably also apply to your shipments to regions other than the Middle East/Persian Gulf, as the increase in oil prices affects overall fuel costs, regardless of the trade lane.

5. Expected Impact on Your Supply Chain

Customers should prepare for extended storage and transit times, rate increases and additional surcharges, congestion beyond the Middle East, reduced capacity and schedule reliability, rerouting, port omissions, booking restrictions, as well as increased planning complexity.

6. JAS Mitigation Measures

JAS is coordinating closely with carriers, identifying alternative routings, monitoring congestion risks, enhancing shipment visibility, and prioritizing critical cargo.

We strongly recommend remaining in close and regular contact with your JAS account representative to review shipment-specific risks, mitigation strategies, and contingency options.

This situation remains fluid. JAS will continue to monitor developments closely and provide updates as conditions evolve. Your supply chain continuity remains our top priority.

Yours sincerely,

JAS Worldwide Management

Sunday, 1 March 2026

Dear Valued Customer,

We are issuing this Global Customer Advisory to update you on the rapidly evolving geopolitical situation in the Middle East and its immediate and near-term ripple effects on global supply chains across all major trade lanes.

What began as a regional disruption is already extending beyond the Middle East and is intensifying globally , impacting capacity, congestion, transit times, and logistics costs worldwide.

1. Shipping Lane Closures – Global Maritime Impact

The Strait of Hormuz, one of the world’s most critical maritime corridors for energy and commercial cargo, has been declared closed to vessel traffic following escalating military activity in the region.

In parallel with Persian Gulf disruptions, heightened security risks associated with the conflict have materially impacted the Red Sea, Bab el-Mandeb Strait, and Suez Canal corridor. Multiple ocean carriers have suspended or limited transit through these waterways and are rerouting affected services via the Cape of Good Hope.

These actions are extending transit times, reducing effective vessel and equipment capacity, and triggering additional operational costs.

As a direct result, major ocean carriers have suspended or rerouted vessels, feeder services into the Gulf are being reduced. These developments are expected to create further ripple effects across non-Gulf trade lanes in the near future.

2. Airspace Restrictions – Global Airfreight Consequences

Widespread airspace restrictions across parts of the Middle East are severely impacting global airfreight flows, reducing capacity, increasing transit times, and adding volatility to pricing and service reliability.

3. Port Congestion – Immediate and Near-Future Ripple Effects

Near-term congestion is expected at Gulf ports. In addition, increased transshipment pressure is anticipated at Asian hubs such as Singapore, Tanjung Pelepas, and Port Klang. As uncertainty around final delivery grows, carriers may temporarily cease loading Gulf-destined cargo, creating bottlenecks with global knock-on effects.

4. Increased Rates & Surcharges

Airlines and Shipping lines have begun announcing conflict-related rate increases and surcharges due to the high intensity Military Conflict and Combat Operations in the Middle East, including war risk and congestion surcharges (e.g., in the form of Peak Season Surcharges or War Risk Surcharges). Furthermore, due to the rise in oil prices, the short-term introduction of (Emergency) Bunker Surcharges and (Emergency) Fuel Surcharges must be expected. This will foreseeably also apply to your shipments to regions other than the Middle East/Persian Gulf, as the increase in oil prices affects overall fuel costs, regardless of the trade lane.

5. Expected Impact on Your Supply Chain

Customers should prepare for extended storage and transit times, rate increases and additional surcharges, congestion beyond the Middle East, reduced capacity and schedule reliability, rerouting, port omissions, booking restrictions, as well as increased planning complexity.

6. JAS Mitigation Measures

JAS is coordinating closely with carriers, identifying alternative routings, monitoring congestion risks, enhancing shipment visibility, and prioritizing critical cargo.

We strongly recommend remaining in close and regular contact with your JAS account representative to review shipment-specific risks, mitigation strategies, and contingency options.

This situation remains fluid. JAS will continue to monitor developments closely and provide updates as conditions evolve. Your supply chain continuity remains our top priority.

Yours sincerely,

JAS Worldwide Management