Ongoing geopolitical escalation around the Strait of Hormuz has severely disrupted major Middle Eastern trade hubs, causing container throughput at DP World’s Jebel Ali port to plunge 90.1% year-on-year in Q2 2026 down to 374,000 TEUs. Speaking on the ongoing regional crisis, DP World Group CEO Yuvraj Narayan highlighted that the traditional “just-in-time” supply chain playbook has become a liability, with international shippers now prioritizing cargo availability over lean cost efficiency under an “anyhow, anytime” strategy. With nearly 20% of India’s overall imports and 46% of its crude oil dependent on routes linked to the region, Indian shippers are responding by expanding buffer stock inventories, navigating vessel capacity shortages that require roughly 30% more shipping space for equivalent cargo flows, and rebalancing transshipment gateways toward alternative regional hubs like Fujairah and Khor Fakkan. Furthermore, DP World is actively expanding its domestic warehousing footprint, including adding one million square feet of space at its Nhava Sheva business park, to help Indian importers and exporters de-risk operations and build resilience against ongoing transit uncertainties.