12 DIARIO DEL PUERTO MARTES 19 MAYO 2026 ÎNavieras, analistas y transitarios coinciden en un diagnóstico común: Europa afronta un mercado del contenedor condicionado por la guerra en Irán, los desvíos de rutas y la presión arancelaria, que elevan costes ymultiplican la incertidumbre operativa. JAIME PINEDO BILBAO. El transporte marítimo de contenedores en Europa ha entradoenuna faseparticular. Ya nosetratadeunajustecíclicotras los excesos de la pandemia, sino de un entorno estructuralmente tensionado donde la geopolítica condiciona decisiones operativas, tarifas y redes. En lasúltimas semanas, las principales navieras, analistas y transitarios han alineado su discurso en torno a la idea central de que el mercado europeo del contenedor es hoy más caro, con rutas más largas y menos previsible. DesdeXeneta,plataformalíder encomparacióndetarifasdetransportemarítimoyaéreoydeanálisis demercado, su analista jefe Peter Sand, advierte que “ningún cargador está aislado del riesgo financierouoperativo”. Dehecho, en las rutas hacia el norte deEuropa y el Mediterráneo, losfleteshanllegado arepuntarhastaun30%desdefinalesdefebrero, reflejandoel impacto directodelosdesvíosylareducción decapacidadefectiva. Ormuz y los desvíos El detonante principal es la crisis enOrienteMedioysuefectosobre losgrandescorredoresmarítimos. ÎShipping companies, analysts, and freight forwarders all agree on a common assessment: Europe is facing a container market shaped by the war in Iran, route diversions, and tariff pressures, which are driving up costs and increasing operational uncertainty. JAIME PINEDO BILBAO. Container shipping in Europe has entered an unusual phase. It is no longer amatter of a cyclical adjustment following the excesses of the pandemic, but rather a structurally strained environment where geopolitics dictates operational decisions, rates, and networks. In recent weeks, major shipping lines, analysts, and freight forwarders have aligned their views around the central idea that the European container market is now more expensive, with longer routes and less predictability. Peter Sand, chief analyst at Xeneta—a leading platform for comparingseaandair freight rates andmarket analysis—warns that “no shipper is immune to financial or operational risk.” In fact, on routes to Northern Europe and the Mediterranean, freight rates have risen by as muchas 30%since lateFebruary, reflecting the direct impact of rerouting and reduced effective capacity. StraitofHormuzandthedetours The main trigger is the crisis in the Middle East and its impact on major shipping lanes. The practical impossibility of operating normally through the Strait of Hormuz and the persistent insecurity in the Red Sea have forced a redrawing of routes. The result iswell knownbut no less significant: longer voyaA pesar de la presión sobre los costes, los fletes no han experimentado una escalada sostenida como en crisis anteriores. / Despite cost pressures, freight rates have not seen a sustained rise as in previous crises. LOGÍSTICA · Navieras, transitarios y analistas internacionales coinciden en que Europa afronta un mercado del contenedor cada vez más incierto Europa afronta un contenedor más volátil y caro por la guerra, los aranceles y los desvíos LOGISTICS · Shipping companies, freight forwarders, and international analysts agree that Europe is facing an increasingly uncertain container market Europe faces more volatile and expensive shipping costs due to the war, tariffs, and rerouting Las principales navieras, analistas y transitarios han alineado su discurso en torno a la idea de que el mercado europeo del contenedor es hoy más caro, con rutas más largas y menos previsible Major shipping lines, analysts, and freight forwarders have all agreed that the European container market is now more expensive, with longer routes and less predictability
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