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LEAD THOUGHT Middle East Disruption Oct 12, 2026
Portrait of Nazeer Veliyil

Nazeer Veliyil

Chief Editor, emBRWace & CEO, BorgRollsWarner (UK) Limited

THE PRICE OF UNCERTAINTY

When shipping routes recover, but confidence takes longer to return


A ship route reopens. Schedules begin to improve. Yet freight rates remain elevated, capacity stays constrained and businesses continue to face difficult decisions about when, where and how to move their goods.

The recent warning over Middle East freight disruption, affecting trade between the UK, UAE and India, reveals a larger truth about global commerce. Restoring a route does not automatically restore the certainty businesses need to operate.

When transport becomes unpredictable, the cost extends beyond freight charges. Delays can disrupt production schedules, inventory planning, customer commitments and cash flow. For businesses operating on tight margins, even a small change in transit time can have consequences far beyond the shipping invoice.

Logistics can no longer be treated merely as an operational function that begins when goods are ready to leave a warehouse. It has become a strategic discipline, demanding foresight, alternative routing, reliable freight partnerships and the ability to balance speed against cost.

Sea freight may remain the economical choice for larger consignments, while air freight can protect urgent shipments. Neither is a universal answer. The smarter decision depends on cargo value, the consequences of delay and the resilience built into the wider supply chain.

Businesses cannot eliminate every disruption. They can, however, prepare for uncertainty rather than simply react to it. Stress-testing critical routes, identifying alternative freight options, reviewing inventory buffers and agreeing contingency plans with logistics partners can help protect margins and customer commitments. Waiting for normality to return is not a strategy; preparation is a competitive advantage.


A Thought Across Time

Disruption may be beyond a business's control, but its preparedness is not. Shakespeare's words remind us that the future is shaped not only by the forces we face, but also by the decisions we make.


“It is not in the stars to hold our destiny but in ourselves.”  

— William Shakespeare, Julius Caesar, Act I, Scene II